◆ Contrarian Corpus
Campaigns / Pershing Square → Fannie Mae & Freddie Mac
Pershing Square vs. Fannie Mae & Freddie Mac

Fannie Mae & Freddie Mac · FNMA / FMCC

1 deck published between 2014-05-05 and 2014-05-05 — 111 pages, 111 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2014-05-05 initial thesis

    2014 05 Pershing Square Fannie Freddie Presentation May 2014

    111pp · conference_presentation

    Fannie and Freddie — not liquidated — should be reformed into higher-capitalized mortgage guarantors; at 60–100bps g-fees the GSEs are worth $23–$47/share versus $3.98 today.