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Fannie Mae And The Price Of Scarcity: Valuing A Unique Business
Seeking Alpha· 2025-10-07 09:50
Core Insights - The report serves as an update to a previous analysis published in July, providing new information on the restructuring process and its implementation [1] Group 1: Analysts' Background - The analysis is conducted by two professionals, Andres and Angel, who focus on U.S. investments and aim to uncover overlooked investment ideas [1] - The analysts employ "second-level thinking" to identify second and third-degree effects for achieving asymmetric investment results [1] - Their expertise includes fundamental analysis of equities, with one analyst specializing in portfolio management and the other in sell-side analysis focused on growth stories [1]