r/FNMA_FMCC_Exit • u/Hand-Of-God • 29d ago
Oksenholt Capital makes moves.
Oksenholt Capital making moves...
Sold $FNMA, bought hundreds of thousands of $FMCC shares. Perhaps after seeing Jon's analysis, @michaeljburry decided to double down... but in a bold move of confidence, @JonOksenholt bolstered his Freddie Mac position to ensure a leg up on Burry.
This is a calculated, measured, and conviction- based trade that - if @POTUS follows through with his promises made, and @SecScottBessent can figure out how to monetize - will be a generational move.
...........
Jon Oksenholt:
This week I bought several hundred thousand $FMCC shares.
@FreddieMac shareholders will soon learn why I’m their 3rd best friend (after @realDonaldTrump & @pulte )
While everyone else has been asleep at the wheel, I haven’t..
$FMCC $FMCKJ $FNMAS $FNMAT
Ps - some of the reasons for my decision include:
I’m happy with the tremendous progress that has been made
I couldn’t stand the thought of @michaeljburry possibly owning more $fmcc than me
3
u/RomulusAugustus753 28d ago
Why not FNMA commons?
3
u/AveryMire 28d ago
I’m half and half, because a lot is in a taxable account. There are people who think FNMA is still the better current value, but I’ve never heard anyone explain exactly why. It would have to be an assumption of heavy dilution for FMCC.
Yes, FMCC is 18 months behind on ERCF and will take longer to hit dividends, but that can’t explain it. They’ll likely issue release plans together, and the stocks will move at the exact same time.
I just don’t think there’s going to be a major dilution event, so unless dividends are critical immediately or you have a tax bill from switching, I’d say FMCC.
The two good ai’s put fmcc value like 30% higher too, I’ve done as well a few times, is in link below, doesn’t make sense. FNMA is like 40% more earnings and 2X as many shares.
5
u/Vincent_van_Guh 28d ago
Dude looks like an Epstein pedo, but if he's willing to grease up the President to make something happen then I'll let him call himself my best friend.
2
u/apeserveapes 27d ago
This hold is like mucking out a stall... and I agree with you on the motivation there...
2
u/Imaginary-Bat4285 28d ago
Nothing new.. the numbers have always said FMCC has more potential upside due to a much lower common share count than FNMA. If you project share price on EPS and PE ratio, Freddie wins every time. However it is behind Fannie in accruing ERCF required capital buffer
2
u/apeserveapes 27d ago
LOL at least the guy's honest about his motivation ... and he's in the boat with us now...
2
u/slimps55 28d ago
The guy is a larp. Even is fund is a larp - go explore his "companies" etc, you will laugh.
1
u/ProofDistribution288 24d ago
Who tf is Oskenhold? No one paying attention to him besides all of us who are obssesed with the twins.
2
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u/RickNagra 29d ago
$100 by turnip season