Published on: February 13th, 2019 • Duration: 16 minutes
Gabriella Heffesse, chief operating officer at ACG Analytics, updates her home-run trade on Fannie Mae. She analyzes recent developments, considers risks to the thesis and highlights a new way to take advantage of the opportunity, in this interview with Brian Price. Filmed on February 12, 2019.Comments
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JLSo ultimately she is saying Junior Preferred have a solid 100%+ return with lower risk and the commons potentially multiples higher but with greater risk of dilution?...
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YBFrom a return-on-investment standpoint, I suspect Gabriella has been the best Real Vision contributor of all time.
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JFVery interesting. Excellent thesis. I'm in.
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CRAre all of the Jr. Preferred classes treated equally? I know FNMAS is the largest share class but would the others all benefit the same?
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TSwhat's the risk, where are we at the down side guess?
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KSDamn. She killed that trade.
