@DoNotLose Avatar @DoNotLose Glen R Bradford formerly Fanniegate Hero

Glen R Bradford formerly Fanniegate Hero posts on X about balance sheet, $fnma, $fnmas, $190b the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 42.14% stocks 2.86% cryptocurrencies 2.14% countries 2.14% social networks 0.71% technology brands 0.71% currencies 0.71% agencies 0.71% us election 0.71%

Social topic influence balance sheet 11.43%, $fnma #11, $fnmas #4, $190b 2.86%, if you 2.14%, in the 2.14%, ipo 2.14%, investment 2.14%, end of 1.43%, agencies 1.43%

Top accounts mentioned or mentioned by @pulte @billackman @timpagliara @blueeyes3532 @world21m @holdenwalker99 @secscottbessent @midas79 @howardlutnick @adamsmindcloud @revgalerivs @f2commonsense @mia95629998 @seaurchincevice @trothell62855 @investorj3 @ruleoflawguy @potus @nicosintichakis @tylerehand

Top assets mentioned Bitcoin (BTC) JOE (JOE) Bank of America (BAC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Fairholme lost sight of admin led outcome on retained earnings in lou of the court system absolutely failing HERA. If HERA was a test our court system flunked it. So Fairholme sold and no longer wants to touch anything with financial systemic risk (how Bruce got rich) @DoNotLose Doubt it happens to close to mid-terms. Fairholme got out for a reason. @DoNotLose Doubt it happens to close to mid-terms. Fairholme got out for a reason"
X Link 2026-01-21T14:48Z [----] followers, [----] engagements

"$fnma #fanniegate nothing has changed with the pulte interview this morning. People are still dumb"
X Link 2026-02-03T13:41Z [----] followers, [----] engagements

"Bessent (while testifying to the Financial Stability Oversight Council) just said F&F moving towards leaving C-ship is an answer to fixing housing"
X Link 2026-02-04T17:22Z [----] followers, [----] engagements

"I am standing up a premier salesforce developer tool that basically automates what I have done as a salesforce consultant and leverages best practices running cumulus ci and automates all of everything. Like less than [--] clicks to get custom development or salesforce help. Coming"
X Link 2026-02-06T22:08Z [----] followers, [---] engagements

"Frankly i could probably solve this with like [--] lines of code. A sql/soql query filtered by location for the last [--] minutes of new orders by location and frankly customerid and then a match of order items and if identical dont insert and return a toast notification to wait"
X Link 2026-02-07T14:55Z [----] followers, [---] engagements

"@FoundationDads @SureZher @IR5Iconoclast i am here trying to hold up my end of the bargain and tend to agree with the theory here. my position is to grin and bear it and to go beyond and do more plus ultra"
X Link 2026-02-08T02:21Z [----] followers, [--] engagements

"This is the month"
X Link 2026-02-08T16:42Z [----] followers, [----] engagements

"@pulte Pulte if you are going to rework the ercf guarantee fees need to align with it so that the companies earn an economic return or whatever. Also note that if you cut guarantee fees you cut the earnings of the companies you cut the valuation investors are willing to buy cos at"
X Link 2026-02-09T14:45Z [----] followers, [----] engagements

"Cutting gfees not good for common shareholders. @pulte Pulte if you are going to rework the ercf guarantee fees need to align with it so that the companies earn an economic return or whatever. Also note that if you cut guarantee fees you cut the earnings of the companies you cut the valuation investors are willing to buy cos at. @pulte Pulte if you are going to rework the ercf guarantee fees need to align with it so that the companies earn an economic return or whatever. Also note that if you cut guarantee fees you cut the earnings of the companies you cut the valuation investors are willing"
X Link 2026-02-09T15:39Z [----] followers, [----] engagements

"$fnma #fanniegate https://docs.house.gov/meetings/BA/BA04/20260211/118957/HHRG-119-BA04-20260211-SD002.pdf https://docs.house.gov/meetings/BA/BA04/20260211/118957/HHRG-119-BA04-20260211-SD002.pdf"
X Link 2026-02-09T17:20Z [----] followers, [----] engagements

"Well it took Mark Calabria until the end of his reign at FHFA to realize that CRT and STACR risk sharing transactions were indeed not risk sharing just profit giving. Better late than never Pulte may be early by comparison. Lol. Especially in the last few days I have learned how increasingly upset many Small to Medium Builders and their trade groups are with what they believe are unfair advantages that Big Builders have both at Fannie and Freddie and otherwise. Especially in the last few days I have learned how increasingly upset many Small to Medium Builders and their trade groups are with"
X Link 2026-02-09T23:42Z [----] followers, [----] engagements

"My mom worked as a long term care pharmacist and all i ever heard her talk about most of the time was how people were on too many things things for things for things and how shed have them cut most of it out and get better. Shrug. Was seeing a girl earlier this year who was a bs major (no work) and rich parents. She was taking lexapro atavan vyvanse and birth control as well as seeing a therapist. How does it get to that point Was seeing a girl earlier this year who was a bs major (no work) and rich parents. She was taking lexapro atavan vyvanse and birth control as well as seeing a"
X Link 2026-02-10T14:21Z [----] followers, [---] engagements

"I guess doctors just overperscribe for stuff a lot in the psych ward and long term care idk. Treating symptoms of other drug interactions yolo"
X Link 2026-02-10T14:22Z [----] followers, [---] engagements

"I have long supported returning the agencies to private sector ownership under bank-like capital and supervisory requirements as a way to restore market discipline and the Presidents leadership in putting this issue on the agenda is a positive step https://docs.house.gov/meetings/BA/BA00/20260210/118942/HHRG-119-BA00-Wstate-BrooksB-20260210.pdf https://docs.house.gov/meetings/BA/BA00/20260210/118942/HHRG-119-BA00-Wstate-BrooksB-20260210.pdf"
X Link 2026-02-10T16:07Z [----] followers, [----] engagements

"They have [---] net worth today ex snr pfds and need [---] for 2.5% leverage requirement. $2b short $FNMA"
X Link 2026-02-11T15:49Z [----] followers, [----] engagements

"Fannie/Freddie Consolidated Class Action The D.C. Circuit will hear oral argument on Tues. Apr. [--] according to the clerk's order $FNMA #FANNIEGATE https://www.glenbradford.com/2026/02/fannie-freddie-consolidated-class-action-55/ https://www.glenbradford.com/2026/02/fannie-freddie-consolidated-class-action-55/"
X Link 2026-02-12T16:28Z [----] followers, [----] engagements

""Leading Republican in House Takes Dim View of GSE IPO Rep. French Hill R-AR the chair of the House Financial Services Committee made dismissive remarks Wednesday regarding various efforts by Bill Pulte director of the Federal Housing Finance Agency"
X Link 2026-02-12T18:10Z [----] followers, [----] engagements

"involving the government-sponsored enterprises. Hill suggested that efforts to raise capital by potentially selling stock in Fannie Mae and Freddie Mac are premature. Before anybody could consider maybe doing something and raising money from the public arent there some"
X Link 2026-02-12T18:10Z [----] followers, [---] engagements

"Trump said so. Lutnick said so. Pulte confirmed. Bessent confirmed"
X Link 2026-02-12T22:36Z [----] followers, [----] engagements

"Trump in control. Fitzgerald Bill compliments admin action. Let the party begin"
X Link 2026-02-13T17:55Z [----] followers, [----] engagements

"Flashback Hassett Teases 'Big' Housing Announcement From Trump via @YouTube SOTU https://youtu.be/e0n-mm5iJtgt=553&si=XXr3odvus97--wnn https://youtu.be/e0n-mm5iJtgt=553&si=XXr3odvus97--wnn"
X Link 2026-02-13T21:07Z [----] followers, [----] engagements

"@Restructuring__ Fnmas"
X Link 2026-02-14T05:13Z [----] followers, [---] engagements

"Razz up the $fnmas crowd. Nothing new. This is the month Trump announcement and we win"
X Link 2026-02-05T14:21Z [----] followers, [----] engagements

"*PULTE: ANNOUNCEMENTS ON HOUSING HOPEFULLY COMING SOON"
X Link 2026-02-11T19:39Z [----] followers, [----] engagements

"$fnmas it is ramp time again. Time to gap higher on admin announcement and move higher up into it #fanniegate"
X Link 2026-02-15T19:06Z [----] followers, [----] engagements

"Jump $fnmas"
X Link 2026-02-15T20:07Z [----] followers, [---] engagements

"my portfolio is over 100% gse jps like $FNMAS and it was green yesterday; and yeah it is in my view zero risk; and like 100% upside this year and like 50% this month; TRUMP TO ANNOUNCE If youre green today your portfolio is about as conservative as it gets. If youre green today your portfolio is about as conservative as it gets"
X Link 2026-02-05T15:01Z [----] followers, [----] engagements

"Bessent says fannie and freddie fulfilling their mission is important to low rates $fnma #fanniegate"
X Link 2026-02-05T16:29Z [----] followers, [----] engagements

"Moving towards fannie and freddie eventually leaving conservatorship $fnma #fanniegate Bringing the size of mortgage payments down is the priority but moving toward Fannie and Freddie eventually leaving conservatorship remains part of the picture according to Treasury Secretary @SecScottBessent. By @bcynic https://t.co/MyvUMRWlv0 Bringing the size of mortgage payments down is the priority but moving toward Fannie and Freddie eventually leaving conservatorship remains part of the picture according to Treasury Secretary @SecScottBessent. By @bcynic https://t.co/MyvUMRWlv0"
X Link 2026-02-14T17:10Z [----] followers, [----] engagements

"$fnma #fanniegate when you know you know. You know"
X Link 2026-02-04T20:05Z [----] followers, [----] engagements

"@World_21m @Icarus66 @seaurchincevice Lol. And buy jps like $fnmas *"
X Link 2026-02-16T00:15Z [----] followers, [---] engagements

"I want to save this as my post to pin for when recap and release is announced in the next couple months. Carney is wrong. Josh is right. @JoshRosner @realDonaldTrump Josh. Im sorry that this will end so badly for you. I think you are very smart. This wasnt a good moment for you. @JoshRosner @realDonaldTrump Josh. Im sorry that this will end so badly for you. I think you are very smart. This wasnt a good moment for you"
X Link 2025-07-26T00:30Z [----] followers, 118.9K engagements

"February is going to be the year we hoped for in [----] and the month of the year in [----] for Fannie and Freddie preferred shareholders like myself $fnma $fnmas #fanniegate"
X Link 2026-02-01T15:21Z [----] followers, [----] engagements

"@Mark_Sisson i was over in the icon yesterday visiting a friend. Maybe one of these days ill run into ya"
X Link 2026-02-14T22:04Z [----] followers, [---] engagements

"This is the problem with investing in fraud. [--]. You cant count on it and [--]. If you do make money/win it comes at the expense of someone else losing. All crypto is fraud. My $600 turned into $52000 Didnt sell because I wanted $100k. Its $290 now and I regret it every day. My $600 turned into $52000 Didnt sell because I wanted $100k. Its $290 now and I regret it every day"
X Link 2026-02-15T19:56Z [----] followers, [---] engagements

"Spspa is going to get monetized. I would agree with this assessment that after the announcement we could see a price of $50/share. Though Im not sure how long lived it will be short-term that all depends on the amount of shares that dump. $FNMA $FMCC https://t.co/hMuTPrzyT1 I would agree with this assessment that after the announcement we could see a price of $50/share. Though Im not sure how long lived it will be short-term that all depends on the amount of shares that dump. $FNMA $FMCC https://t.co/hMuTPrzyT1"
X Link 2026-02-16T14:45Z [----] followers, [----] engagements

"100-500 million people own bitcoin and 70-210 million people are retarded. Do the math. "There are [--] million millionaires and only [--] million Bitcoin. Do the math." - Mark Moss https://t.co/GO8pRGP69o "There are [--] million millionaires and only [--] million Bitcoin. Do the math." - Mark Moss https://t.co/GO8pRGP69o"
X Link 2026-02-15T23:45Z [----] followers, [---] engagements

"@TRothell62855 Past performance is not indicitive of future success. But in this case you are looking at $190b of spspa monetization and 80% warrants on a $300b valuation imho"
X Link 2026-02-17T02:15Z [----] followers, [---] engagements

"@BillAckman Yeah my friend john barsell introduced me to that brand like 10-15 years ago on the big island of hawaii"
X Link 2026-02-17T04:32Z [----] followers, [---] engagements

"@InvestorJ3 @timpagliara @rule_of_law_guy @pulte i dont think anyone knows; but commons last i checked are on a historical slightly high basis; with face value spspa conversion top valued around like $11 and probably more like $5; and that's face value; liquidation preference nukes them"
X Link 2025-09-14T15:11Z [----] followers, [--] engagements

"@valoanveteran @Lucy5358178547 or the downside; study valuations and capital stack in a restructuring is my advice; you're not paying attention by the looks of it; pay attention now or pay the price later; either way; i'm out"
X Link 2025-09-14T15:37Z [----] followers, [---] engagements

"$fnma #fanniegate it seems like @FHFA is still paying @arnoldporter to essentially risk majorly devaluing @USTreasury 's position they're on the cusp of trying to monetize @pulte @SecScottBessent @howardlutnick why would you pay Arnold and Porter millions of dollars to write a brief to further litigation for years on the eve of a public offering knowing that a settlement of these claims has to be resolved first @pulte @SecScottBessent @howardlutnick why would you pay Arnold and Porter millions of dollars to write a brief to further litigation for years on the eve of a public offering knowing"
X Link 2025-09-14T16:31Z [----] followers, [----] engagements

"@rule_of_law_guy Berkowitz sold the bottom of gse jps and rallied around $joe; unchanged since 2021; idk i haven't studied joe; but sure; he carried the water until he got ptsd from american financial institutions; i've studied berkowitz"
X Link 2025-09-14T23:36Z [----] followers, [---] engagements

"@ActvstInvstr maybe you've never been through a restructuring before; good luck; study the balance sheets"
X Link 2025-09-15T14:13Z [----] followers, [--] engagements

"@timpagliara @BillAckman @howardlutnick Looks to me like Tim is right; 14-15x earnings is the current price of earnings multiple restructuring terms with $190B Face Value SPSPA conversion"
X Link 2025-09-15T17:58Z [----] followers, [---] engagements

"@Alec_Mazo My understanding they can have fannie and freddie buy agency mbs to cut the spread of agency mbs to the 10-year and lower mortgage rates"
X Link 2025-09-15T21:07Z [----] followers, [---] engagements

"@Led_Zephyr_ right; they can zero out jps if they do receivership; but that's about it; it's anti-dilution protection that i'm talking about; are you new around here"
X Link 2025-09-15T21:10Z [----] followers, [--] engagements

"$FNMA #FANNIEGATE https://www.bisnow.com/national/news/affordable-housing/jp-morgan-pushes-deeper-into-affordable-housing-with-new-freddie-mac-license-130975 https://www.bisnow.com/national/news/affordable-housing/jp-morgan-pushes-deeper-into-affordable-housing-with-new-freddie-mac-license-130975"
X Link 2025-09-17T14:53Z [----] followers, [----] engagements

"Bryndon Fisher has fought hard and that's why I'm reposting his restructuring proposal here; that said --- I would not recommend expecting this outcome that he's forecasting. I expect SPSPA conversion and 100% warrant exercise (vanilla balance sheet restructuring) Fannie Mae Freddie Mac and The Federal Government: Restoring Americas Twin Pillars of Large-Scale Low-Cost Housing Finance with The Explicit Backing of A New Shareholder https://t.co/9Fyfo9xQL6 Fannie Mae Freddie Mac and The Federal Government: Restoring Americas Twin Pillars of Large-Scale Low-Cost Housing Finance with The Explicit"
X Link 2025-09-18T14:30Z [----] followers, [----] engagements

"@arnold_jca @POTUS @SecScottBessent @pulte hey man; wishing the best for you; in regards to fairness; don't overlook fairness to taxpayers; they have $190B of spspa on the balance sheets face value. and like double that in liquidation preference"
X Link 2025-09-18T16:01Z [----] followers, [---] engagements

"@nicosintichakis @DirectorPulte @pulte @SecScottBessent @howardlutnick this kind of largely aligns with my general conversations about valuing securities with many internet fnma common shareholders; can't speak numbers; can't read a balance sheet; i am really hoping that the restructuring doesn't force a haircut on commons; but oof"
X Link 2025-09-18T23:33Z [----] followers, [---] engagements

"compass point nails it "Our analysis concludes that Treasury would maintain a larger ownership position if its SPS investment is converted versus forgiven. The goal of maximizing value for taxpayers is not achieved by forgiving SPS"
X Link 2025-09-19T14:39Z [----] followers, [----] engagements

"I remember when @CGasparino had scoops"
X Link 2025-09-19T18:45Z [----] followers, 11.8K engagements

"@Cor_Lucidum Good luck. Spspa conversion according to compass point maximizes the governments equity and in that scenario commons are overpriced. I think the restructuring is coming soon Good luck"
X Link 2025-09-20T13:11Z [----] followers, [--] engagements

"@kingkang80 Wishing you good fortune on spspa treatment in this restructuring. Commons are underwater according to compass point if we see a vanilla restructuring of their balance sheets. Read the financials"
X Link 2025-09-20T13:16Z [----] followers, [---] engagements

"@aerokinetic @pulte @scottbessent010 My money is that we probably get a vanilla balance sheet restructuring and if commons are the luckiest on earth they get a spspa writedown that takes them up 100% but the base case is more like a minus 50% on just the balance sheet analysis. Good luck compass point over DB"
X Link 2025-09-20T13:24Z [----] followers, [---] engagements

"@blue_eyes3532 Vanilla balance sheet restructuring according to compass point is minus 50%. A restructuring where the government writes down the spspa is plus 100%. Good luck"
X Link 2025-09-20T13:28Z [----] followers, [--] engagements

"@Final_Boss79 @aerokinetic @pulte @scottbessent010 Restructuring the balance sheets as they are audited if that helps;"
X Link 2025-09-20T15:29Z [----] followers, [--] engagements

"@xohryanx Beware balance sheet literacy"
X Link 2025-09-20T15:31Z [----] followers, [---] engagements

"@AdamsMindCloud @timpagliara @BillAckman @blue_eyes3532 Adam go read Tims replies and posts in aggregate. Also read mine the past few weeks. Also read Josh Rosners. The problem is 10x earnings (historical valuation) $28b of earnings $190b of spspa bv and 80% warrants do the math"
X Link 2025-09-20T23:33Z [----] followers, [---] engagements

"@AdamsMindCloud @timpagliara @BillAckman @blue_eyes3532 These data points you speak of common winning in the short term; are you referring to technical analysis and the fact they have soared in price the past year or two Have you ever been in a restructuring"
X Link 2025-09-20T23:36Z [----] followers, [---] engagements

"@TylerEHand Good luck overlooking the spspa"
X Link 2025-09-20T23:40Z [----] followers, [---] engagements

"@timpagliara @World_21m @BillAckman @blue_eyes3532 Seems fair. Good napkin math. Aligns with my estimations. Go Tim"
X Link 2025-09-21T00:59Z [----] followers, [---] engagements

"$fnma #fanniegate @World_21m @DoNotLose @BillAckman @blue_eyes3532 Here is mine. The liquidation preference will be written off. The Sr pref will be converted based upon a [--] day VWAP - then they will exercise the warrants. After adjusting for dilution at .70 in earnings per share you are looking at an $8-10 offer price. That prices the IPO at @World_21m @DoNotLose @BillAckman @blue_eyes3532 Here is mine. The liquidation preference will be written off. The Sr pref will be converted based upon a [--] day VWAP - then they will exercise the warrants. After adjusting for dilution at .70 in earnings"
X Link 2025-09-21T01:00Z [----] followers, [----] engagements

"@AdamsMindCloud @timpagliara @BillAckman @blue_eyes3532 It isnt about being convinced for me although it is my base case this is security analysis. I have 100% confidence in recap and release and the dilution is not important to me because jps have anti dilution protection so i can have an over 100% net worth position here"
X Link 2025-09-21T01:28Z [----] followers, [--] engagements

"@MiddleMgmt1 @timpagliara @World_21m @BillAckman @blue_eyes3532 Jps remain on the balance sheet. Anti dilution voodoo magic"
X Link 2025-09-21T01:29Z [----] followers, [---] engagements

"@AdamsMindCloud @timpagliara @BillAckman @blue_eyes3532 If i was confident that commons were above water in this restructuring and had more upside than jps id own commons instead"
X Link 2025-09-21T01:30Z [----] followers, [---] engagements

"@AdamsMindCloud @timpagliara @BillAckman @blue_eyes3532 tims model the vwap [--] being higher today than [--] months ago worked out well for the meme stonk friendzy folk who drove it up at the possible expense of those late to the party Restructurings are dangerous"
X Link 2025-09-21T01:39Z [----] followers, [---] engagements

"@TomLauria @timpagliara @World_21m @BillAckman @blue_eyes3532 @SecScottBessent @howardlutnick @pulte surely tom you have the ability to call someone with restructuring experience who understands that everything pro forma is calculated on a go forward basis no okay. well; make some calls"
X Link 2025-09-21T02:54Z [----] followers, [---] engagements

"@PoorCharlie @midas79_ Poor analogy but good try. Is this your first restructuring be honest. It is my second"
X Link 2025-09-21T11:56Z [----] followers, [--] engagements

"@FreedomDayna @KirchnerRobby @timpagliara @World_21m @BillAckman @blue_eyes3532 Taxpayer position has two components. Shares x Price. The general restructuring thesis is total market cap is same in every outcome (market is forward looking) so a lower price for same market cap means more shares"
X Link 2025-09-21T11:58Z [----] followers, [--] engagements

"@sethsetrakian @revgalerivs @timpagliara @HoldenWalker99 @midas79_ @World_21m @Mnuchindilutio1 Not sure i get this analogy; but liquidity is not as important as security in a restructuring and i dont think the jets are going to win every year. Also read the prospectus of the jps offerings"
X Link 2025-09-21T12:01Z [----] followers, [--] engagements

"@F2commonSense @midas79_ Mark to his credit wrote a white paper that got him the FHFA director job saying the net worth sweep violates established solvency law. Also he saw receivership as not the path forward but does wish they were receivershipped back in 2008"
X Link 2025-09-21T18:22Z [----] followers, [---] engagements

"@F2commonSense @midas79_ That said spspa conversion is in treasurys ballpark. They control everything in this restructuring. Good luck to those who cannot figure out why or what this means. I have explained the value of anti dilution protection in detail on daily basis for years"
X Link 2025-09-21T18:23Z [----] followers, [---] engagements

"@Market199S @PTashner right the spspa needs to be restructured in order for the junior securities to have any intrinsic value from discounted cash flows. you're on the right track; now go find the balance sheet and find the spspa and do a pro forma restructure with the warrants at market price"
X Link 2025-09-21T19:50Z [----] followers, [---] engagements

"@grok @Market199S if the government restructures its equity so that it takes 95% of the equity; but like AIG has a plan to sell it down (aig restructured to 92%) --- can the government not consolidate on the balance sheet AIG didn't have to"
X Link 2025-09-21T23:00Z [----] followers, [---] engagements

"@AesopFey @World_21m Lucky dog you. Closer than ever to restructuring. Good luck"
X Link 2025-09-22T04:00Z [----] followers, [--] engagements

"@PTashner @Paname783 @timpagliara @midas79_ @BillAckman @DeutscheBank There arent teams here going after each other. I am not trying to eat your lunch. I am trying tk give helpful advice/warning that you lack security"
X Link 2025-09-22T11:57Z [----] followers, [--] engagements

"@rworms2025 @HoldenWalker99 @seaurchincevice The we are wrong because meme stonk hot potato has gone up nanna nanna boo boo argument all we are saying is that based on vanill restructuring mechs there is no security"
X Link 2025-09-22T22:54Z [----] followers, [---] engagements

"@paulmillsap9 @ELIAZARUS @rworms2025 @HoldenWalker99 @seaurchincevice T shirt time"
X Link 2025-09-23T01:13Z [----] followers, [--] engagements

"@DB01707 Obviously joking around here. My base case is they are overpriced heading into restructuring"
X Link 2025-09-23T23:57Z [----] followers, [---] engagements

"@PoorCharlie good luck; in my view based on what i understand; that's possibly the only path forward where commons have upside from here; and it requires more than just a balance sheet restructuring to do; but for the government to give up over $100000000000.00 of value they have on books"
X Link 2025-09-24T13:47Z [----] followers, [---] engagements

"@seaurchincevice @HoldenWalker99 @RickNagra Rick has been actively advocating for common shareholder interests for years now I think I see him all over the place; power to him and his quest; I just advocate caution when I look at the balance sheet here and think about SPSPA conversion AND warrants"
X Link 2025-09-24T18:23Z [----] followers, [---] engagements

"@McNamara_Brief you point out the ercf and the SPS; two things that are in my view primary drivers of the common investment thesis; not sure about timeline as lutnick said --- sooner than most expect"
X Link 2025-09-24T19:40Z [----] followers, [---] engagements

"@gcmarbella @douggalt1984 #7 oct [--] pushes this forward kid. Time to learn how to read a balance sheet. Study up"
X Link 2025-09-24T20:43Z [----] followers, [---] engagements

"@McNamara_Brief @SecScottBessent In retrospect your delusion will be obvious. Read the balance sheet properly. Respect what it says. You are lying to yourself kid"
X Link 2025-09-25T01:07Z [----] followers, [---] engagements

"Unfortunately I think not. I expect the government to fully monetize its equity position via spspa conversion. I read arguments to the contrary like this one; please be careful out there. Know what you own. Read the balance sheet. Get security. Position size properly. Correct. Correct"
X Link 2025-09-25T01:14Z [----] followers, [----] engagements

"@mannink77 @BillAckman Jps remain on balance sheet and go up; offsetting pending common share losses incurred he is hedged"
X Link 2025-09-25T10:04Z [----] followers, [--] engagements

"@NickYogi84683 Gee its not bashing. I want you to win so badly; but it sounds like you wont and that is just too bad that you see this lifeline to the lifeboats as a bash when you are on the titanic. Underwater already; going into restructuring"
X Link 2025-09-25T10:12Z [----] followers, [--] engagements

"@TylerEHand Yeah; thats the expectation; a simple as reported balance sheet restructuring. Commons are underwater lacking security and their price is above restructuring value right now. Jps are life rafts and will survive this monster wave of dilution"
X Link 2025-09-25T10:17Z [----] followers, [---] engagements

"@Grandma_Joan1 spspa conversion --- commons underwater in the restructuring"
X Link 2025-09-25T13:17Z [----] followers, [---] engagements

"@gcmarbella so far; but they haven't seen the restructuring yet; continuing to beat your chest about past performance heading into a restructuring where commons lack security in spspa conversion; tough"
X Link 2025-09-25T13:43Z [----] followers, [---] engagements

"@F2commonSense @rule_of_law_guy @InvestorJ3 @MarkWarner i think it is bv 190B"
X Link 2025-09-25T19:11Z [----] followers, [--] engagements

"dir pulte 1st post U.S. Federal Housing Completes Withdrawal from International "Greening the Financial System" Network https://t.co/tWQHcxyPQW https://t.co/9JW1UvYNs9 U.S. Federal Housing Completes Withdrawal from International "Greening the Financial System" Network https://t.co/tWQHcxyPQW https://t.co/9JW1UvYNs9"
X Link 2025-09-25T19:29Z [----] followers, [----] engagements

"FWIW the devops I work with delivers community deployments (Experience cloud) seamlessly from scratch orgs #salesforce #DevOps --- no other ci/cd tool supports this"
X Link 2025-09-25T19:58Z [----] followers, [---] engagements

"Spspa converting to common. This is the way. Sad to say. Plan accordingly. Good luck"
X Link 2025-09-29T00:21Z [----] followers, [----] engagements

"@F2commonSense you've identified it yourself an extra $38B. that's worth it; the rest of it follows; it follows precedent; simplifies ipo solves all lawsuits has better optics and maximizes outcome"
X Link 2025-09-29T18:23Z [----] followers, [---] engagements

"@ultimatejazzfan @revgalerivs @MariaBartiromo I think the idea is to help dragan understand may be a bridge too far. We do not have much more time here before spspa converts and we are on to something else and he just gets left in the dust basically"
X Link 2025-09-29T21:54Z [----] followers, [--] engagements

"@ultimatejazzfan @revgalerivs @MariaBartiromo eh; well; i mean; there is a reason; but yeah; redemption value liquidation value https://www.fanniemae.com/sites/g/files/koqyhd191/files/migrated-files/resources/file/ir/pdf/stock-info/series_s_12062007.pdf https://www.fanniemae.com/sites/g/files/koqyhd191/files/migrated-files/resources/file/ir/pdf/stock-info/series_s_12062007.pdf"
X Link 2025-09-29T22:01Z [----] followers, [--] engagements

"@ultimatejazzfan @revgalerivs @MariaBartiromo the barriers to entry are low"
X Link 2025-09-29T22:10Z [----] followers, [--] engagements

"$FNMA #FANNIEGATE Converting LP is what they did with AIG according to Bloomberg"
X Link 2025-09-30T12:03Z [----] followers, [----] engagements

"@gcmarbella Commons can run wild but the spspa conversion restructuring is the day of reckoning that is coming"
X Link 2025-10-01T14:44Z [----] followers, [---] engagements

"Lol. Kids these days dont know what they have. His loss of opportunity cost will be someone elses gain thats how markets work. I am completely out of $FNMA & $FMCC JPS shares. I have made fun of common shares possibly heading for a turkey moment but I realized that my preferred shares may be heading for a turkey moment too. Probably works out OK but risk/reward is not compelling. https://t.co/e6k0HYzNMG I am completely out of $FNMA & $FMCC JPS shares. I have made fun of common shares possibly heading for a turkey moment but I realized that my preferred shares may be heading for a turkey"
X Link 2025-10-01T15:08Z [----] followers, [----] engagements

"@HoldenWalker99 @World_21m So advanced it doesnt exist yet. Rewriting history based on zoom boom stonk strats"
X Link 2025-10-01T16:07Z [----] followers, [--] engagements

"I am willing to bet that anyone else out there that has done deployments has never seen a tool as advanced as this that even supports community deployments #Salesforce #devops https://nimba-metadeploy-fe7b46d58d2a.herokuapp.com/products/openapi-unlocked/latest/install-full https://nimba-metadeploy-fe7b46d58d2a.herokuapp.com/products/openapi-unlocked/latest/install-full"
X Link 2025-10-02T19:35Z [----] followers, [---] engagements

"@MythusCelis I encourage your financial literacy"
X Link 2025-10-03T02:09Z [----] followers, [---] engagements

"McKernan confirmed. It is go time now. We got our team in. $fnma #fanniegate. Pettit. McKernan. Calabria. These guys just need to email an ibanker to respond to the rfp to hire them to get this show on the road. Many will enter preferreds definitely win from here. Adopted 51-46: Adoption of Executive Calendar #2 S.Res.412. Adopted 51-46: Adoption of Executive Calendar #2 S.Res.412"
X Link 2025-10-03T18:44Z [----] followers, [----] engagements

"@mikeachamp @revgalerivs I think i could have already made more with common; the problem is not the past. It is the future. Preferred definitely go up. Common I dont think so i think jps outperforms on risk reward"
X Link 2025-10-04T12:43Z [----] followers, [--] engagements

"Uplisting must come after the government restructures its equity position. Until then the commons technically have no economic value. Once the equity is restructured the commons can get uplisted"
X Link 2025-10-04T14:54Z [----] followers, [----] engagements

"@The_Jackal1997 Sure. Maybe. Why not. I dont make the rules"
X Link 2025-10-04T15:38Z [----] followers, [--] engagements

"@TTX_Network @POTUS @SecScottBessent @howardlutnick @DirectorPulte I listen to all of those folks. Interesting observation regarding holding company. I think you missed the addition of the S on the latest round of marketing videos"
X Link 2025-10-04T17:59Z [----] followers, [---] engagements

"@GlencoCapital I bet you saw investment bank pushback on this valuation. Pay heed. Historical valuation and comps reign supreme in this oncoming major equity restructuring. Tear the roof off"
X Link 2025-10-07T15:18Z [----] followers, [---] engagements

"@tho58575 @RespectAll13 Jps Uptober this month"
X Link 2025-10-09T20:13Z [----] followers, [--] engagements

"$50b offering is more than $30b. Thats the first point. @Balbuzana @ethan2369 @Mnuchindilutio1 @TTX_Network @POTUS @pulte They can do anything they want with a PSPA amendment. If they dont convert you wont exit with that kind of debt on the balance sheet. The gov holds all of the cards. The offering will be closer to [--] billion. It will be valued at a discount to JPM- C-BAC or investors will have @Balbuzana @ethan2369 @Mnuchindilutio1 @TTX_Network @POTUS @pulte They can do anything they want with a PSPA amendment. If they dont convert you wont exit with that kind of debt on the balance sheet."
X Link 2025-10-11T20:35Z [----] followers, [----] engagements

"i have a friend who lives similarly in different securities/strategies Having this much wealth and holding 100% of it in levered crypto is incredibly poor risk management. Having this much wealth and holding 100% of it in levered crypto is incredibly poor risk management"
X Link 2025-10-12T13:21Z [----] followers, [----] engagements

"@Convertbond The problem with fraud pump ponzis is that they have no intrinsic value. Tulip mania"
X Link 2025-10-12T19:07Z [----] followers, [----] engagements

"@pulte "The conservatorship and agreements with Treasury adversely affect our common and preferred stockholders.""
X Link 2025-10-12T21:00Z [----] followers, [----] engagements

"@pulte "Termination of the conservatorship other than in connection with a mandatory receivership requires Treasurys consent under the senior preferred stock purchase agreement.""
X Link 2025-10-12T21:00Z [----] followers, [----] engagements

"@pulte "We believe that our return on equity based on our regulatory capital requirements may not be sufficient to attract private investors in our equity securities which we believe limits our options to raise sufficient capital to exit conservatorship.""
X Link 2025-10-12T21:01Z [----] followers, [---] engagements

"@pulte "In addition we believe that Treasurys ownership of our senior preferred stock and Treasurys potential additional substantial equity ownership in our company along with restrictions imposed on our business and future dividends and fees we will be required to pay to Treasury"
X Link 2025-10-12T21:01Z [----] followers, [---] engagements

"@pulte under the current terms of the senior preferred stock purchase agreement reduces our attractiveness to potential equity investors.""
X Link 2025-10-12T21:02Z [----] followers, [---] engagements

"@noufsmith @Convertbond the us dollar allows you to pay taxes on land you own in america; so there's value there; gold that's the most ancientest of ancient currency/store of value/fancy heirloom; and has barriers to entry;"
X Link 2025-10-12T21:09Z [----] followers, [---] engagements

"@theswansjr Sounds like you are arguing that the existing financial system with its checks and balances against fraud is not as cool. Sorry. I am anti fraud. Al your points are pro fraud. Crypto is just for fraudsters and ponzi enthusiasts"
X Link 2025-10-13T14:29Z [----] followers, [---] engagements

"@theswansjr Why bitcoin Why not etherium Why not any other newly created crypto What is the difference. What is the intrinsic value Why is bitcoin so highly valued when there are no barriers to copying it to bitcoin2025 or whatever"
X Link 2025-10-13T15:15Z [----] followers, [--] engagements

"@PoorCharlie You should study intrinsic value in spspa conversion restructuring do a pro forma"
X Link 2025-10-15T01:53Z [----] followers, [---] engagements

"@F2commonSense @midas79_ disagree; demarco is evil. his education should be revoked from notre dame because of his lack of morals and ethics here"
X Link 2025-10-15T15:31Z [----] followers, [--] engagements

"Bank of America"
X Link 2025-10-16T14:14Z [----] followers, [----] engagements

"@maxpashman Tldr that sep ira can be backdoored into a roth ira making for a $70000 roth ira for self emploued folks"
X Link 2025-10-17T02:48Z [----] followers, [---] engagements

"New blog post: $NEWN $CCLTF $CCLWF $GHII $CHME $CHNC $ENHD Cashing in on Uplist City http://j.mp/acY2Na"
X Link 2010-08-20T16:43Z [----] followers, [--] engagements

"New post: Chinas Microcaps: Stay Alive and Catch the Wave $CNAM $CDBT $CDBT $CGDI (http://cli.gs/AnDpy)"
X Link 2009-08-23T02:36Z [----] followers, [--] engagements

"$AOL $SCOR $IACI $OMC $RLOC $GOOG $IPG $LNKD Price of Online Business ex-Print 5.7x EV/EBITDA - below market $Y .: http://t.co/8cPohaBgCR http://wp.me/p3onFN-Bs http://wp.me/p3onFN-Bs"
X Link 2013-07-02T13:55Z [----] followers, [--] engagements

"New post: R&R Conference - You can make serious cash $$ $JGBO $FEED $XTXI $WTU (http://cli.gs/19bdp)"
X Link 2009-09-07T18:29Z [----] followers, [--] engagements

"$CIDM --- probably worth a double from here or more.: [---] debt [--] ebitda 40M LFCF 90M shares 190M market cap. http://t.co/x6Rq4SHJSB http://wp.me/p3onFN-KA http://wp.me/p3onFN-KA"
X Link 2014-01-04T21:39Z [----] followers, [--] engagements

"It doesn't really justify interest (rate) four times as high (as other firms) and an 80% stake" the judge said #FANNIEGATE $FNMA $AIG"
X Link 2015-04-27T01:51Z [----] followers, [--] engagements

""a nice house in the country" but adding "We're going to make you live in the master bedroom." $AIG $FNMC #FANNIEGATE Wheeler"
X Link 2015-04-27T01:52Z [----] followers, [--] engagements

"@rubicon59 pretty much except 3x"
X Link 2016-12-10T22:39Z [----] followers, [--] engagements

"$FNMA $FNMAS #FANNIEGATE a-ok it is january [--] [----] and Obama has two more weeks before we get a new president president donald j trump"
X Link 2017-01-09T17:52Z [----] followers, [--] engagements

"how many more days must @fanniemae and @freddiemac be run like off balance sheet government agencies #fanniegate capital -- purpose"
X Link 2017-03-09T08:05Z [----] followers, [--] engagements

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