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u/JuanPabloElTres

2 theses · first seen Jun 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AGMr/ValueInvestingStock Analysisbullish
u/JuanPabloElTres · 4d ago1 prior · awaiting results
Long AGM

Farmer Mac (AGM) - Specifically looking at preferred stock. Downside risks other than interest rates?

AGM preferred stock (AGM.PRG) offers attractive 7.6% yield with ~52% capital upside to $25, backed by government-chartered status, implied U.S. government support, conservative lending practices (sub-0.10% annual charge-offs, ~50% LTV), and congressional support for agriculture. Risk factors are primarily interest rate sensitivity and agricultural concentration.

original post →
$BACr/ValueInvestingDiscussionbullish
u/JuanPabloElTres · 40d ago1 prior · awaiting results
“Bank of America preferred stock BACPRQ yielding 6.75% with 60% upside relative to its $25 call value”

At what point do bonds/preferred stock become hard to turn down - example:Bank of America preferred now yielding 6.75% with 60% upside

Bank of America preferred stock (BACPRQ) offers 6.75% yield plus 60% upside to $25 call value, delivering ~11% CAGR if redeemed in 10 years—comparable to historical S&P 500 returns but with lower credit risk, making it an attractive risk-adjusted investment.

original post →

End of results.