Membership
Fanniegate Investor Community
A private group for serious GSE investors who want the unfiltered analysis, the real-time thinking, and direct access to someone with ~$4M riding on the outcome.
“I don't respect people that recommend things they themselves do not own — my entire net worth is riding on this.”
Monthly
Cancel anytime. No contracts. No games.
Coming SoonAnnual
Two months free. Best value.
Coming SoonSecure payments by Stripe
Cancel anytime. No questions asked.
What Members Get
Everything I know. Everything I'm thinking. No filter.
Weekly Deep-Dive Analysis
Not a recap. A deep-dive. Valuation scenarios, probability-weighted outcomes, what the court filings actually mean, and what the market is missing. Written by someone who has read every filing for over a decade.
Direct Q&A with Glen
Ask me anything about the GSE trade, my position, my thinking. I answer every question personally. No assistants. No ghostwriters. Just me.
Real-Time Position Updates
When I buy, you know. When I sell, you know. When I'm thinking about making a move, you know why. Full transparency. My money is where my mouth is.
Community Discussion
Connect with other serious GSE investors. Share research. Debate scenarios. This isn't Reddit or StockTwits --- it's a curated group of people who actually understand what's happening.
Spreadsheet Models & Research
Access to my actual valuation models, scenario analyses, and the research files I've built over a decade. The same tools I use to manage my own position.
Priority Alerts
When something big happens --- a court ruling, a Treasury announcement, a major filing --- you hear about it first with my analysis before the market digests it.
Who's Running This?
My name is Glen Bradford. I'm an industrial engineer, MBA, Salesforce developer, and full-time investor. I started buying Fannie Mae and Freddie Mac common shares in 2014. Around 2016, I sold everything and converted my entire position into junior preferred — FNMAS, FMCKJ, the full basket. I haven't sold a single share.
My position is approximately $4 million. That's not house money — it's my net worth. Every dollar I've earned from Salesforce consulting, from grinding harder than ever 2021-2024, from building software — it all went into this trade.
I've written 9 books. 300+ articles on SeekingAlpha. I run @donotlose on Twitter with 50-100k views per week. I've documented this case more thoroughly than anyone in the retail investor community.
I'm not here to sell you a dream. I'm here because I believe this is the single best risk/reward opportunity in the market, and I'm betting everything I have on it. If you want to learn from someone with that level of conviction and skin in the game, this community is for you.
9
Books
300+
Articles
~$4M
Position
10+
Years Researching
Questions
Is this financial advice?
No. I share my personal research, opinions, and positions. I'm not a registered investment advisor. Everything I write is my personal view. Do your own due diligence.
What if I'm new to the GSE trade?
Start with the free newsletter and the Fanniegate page on this site. Read the timeline. Read a few of the 8 books. When you're ready to go deeper, the community will be here.
How is this different from your free newsletter?
The free newsletter is the weekly recap. The community is the deep-dive --- full valuation models, real-time position updates, direct Q&A, and discussion with other serious investors.
Can I cancel anytime?
Yes. Monthly and annual. No contracts, no tricks, no guilt trips. If you're not getting value, leave. I'd rather have 100 engaged members than 1,000 who feel trapped.
The Endgame Is Approaching
Treasury Secretary Bessent is talking recapitalization. After a decade of litigation, 8 books, and $300+ billion swept from shareholders, the resolution may finally be here.
Don't watch from the sidelines.
Not sure yet? Read the Fanniegate overview first.