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Fannie Mae And The Price Of Scarcity: Valuing A Unique Business
Seeking Alpha· 2025-10-07 09:50
This report is an update to the analysis we published in July since we have more information on what the restructuring will look like and how it will be done. We continue to follow the stock closely on a day-to-dayWe are two Andres & Angel, two professionals dedicated to U.S. investments and the two analysts behind this profile. We started this profile to uncover more remote investment ideas that are usually overlooked by traditional investors. We seek to employ an angle anchored in the well-known “second-l ...
Funko Stock: Holding For Better Times (FNKO)
Seeking Alpha· 2025-10-03 08:10
We are recommending a prudent approach to Funko (NASDAQ: FNKO ) shares given the limited visibility in the interim, lack of strategy communication, and increased margin pressure dynamics. Although we believe Funko has done well in establishing a well-known brand, the persistentWe are two Andres & Angel, two professionals dedicated to U.S. investments and the two analysts behind this profile. We started this profile to uncover more remote investment ideas that are usually overlooked by traditional investors. ...
Fannie Mae: A Deeply Misunderstood Story
Seeking Alpha· 2025-07-28 21:09
Group 1 - The article introduces Glenco Capital as a new contributing analyst for Seeking Alpha, inviting others to share investment ideas for publication and potential earnings [1] - The authors, Andres and Angel, focus on uncovering overlooked investment opportunities in the U.S. market, employing "second-level thinking" to identify asymmetric results [2] - The analysts have a strong background in fundamental analysis, with one specializing in portfolio management and the other in sell-side analysis, aiming to provide a unique perspective on growth stories [2] Group 2 - The article includes a disclosure stating that the author has a beneficial long position in FNMA shares, indicating personal investment interest [3] - Seeking Alpha emphasizes that past performance does not guarantee future results and clarifies that no specific investment recommendations are being made [4]