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VM

@vm4888

Special Sits/Event Driven

 Knee Deep in Water Somewhere
Joined June 2011
  • Tweets147
  • Following430
  • Followers310
69% OFF EXPANDABLE ROLLING LUGGAGE Price dropped on this Travel Select luggage to $22 at Woot Same 25” luggage is listed for $80 at stores like Walmart Free shipping for Amazon Prime members cutt.ly/wtH1SIc6 #ad
Image from Glitched Deals (@GlitchedDeals)
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Replying to @pulte
@pulte Says he wants to have the GSEs exit conservatorship and maximize their value pending Trumps green light 🟢 Thank you director @pulte $FNMAS $FMCKJ $FNMA $FMCC
Image from familymang (@familymang1)
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$FNMAS $FMCKJ
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Replying to @moonsooncapital @BillAckman
@MarkCalabria also agrees this is a GOP / Trump trade nationalreview.com/2023/07/m… $fnmas $fmckj
Image from moonsooncapital 🌕🔜💰 (@moonsooncapital)
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The ultimate Trump '24 election trade? $FNMAS / $FMCKJ @ ~5% of PAR (~20x upside). Trump has unfinished biz w/ releasing the GSEs from C-SHIP and w/ ~$150b+ of retained capital by '25, he could instantly re-privatize them. Trump is favorite to win '24 vs GSEs pricing in ~5% odds.
Image from moonsooncapital 🌕🔜💰 (@moonsooncapital)
Image from moonsooncapital 🌕🔜💰 (@moonsooncapital)
Image from moonsooncapital 🌕🔜💰 (@moonsooncapital)
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Replying to @simpleinvest01
$KD Free to pursue bigger TAM in more profitable segments. Strategic focus on India base as MNO's lean up mode. Cheapest in sector, repricing to "normal" P/S is a 5 bagger. They have high margin biz already but hidden from IBM cost-center contracts that get flushed out/renegged.
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