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Tim Melvin: 40 Years of Deep Value Investing, Small Bank Investing, and much more.

The Security Analysis Podcast

CHAPTER

Optimism in the Mortgage Bond Market

This chapter explores the bullish outlook on mortgage-backed securities amidst concerns about housing prices and market dynamics. It highlights the stability of agency-backed securities, the resilience of the real estate market, and the strong investment potential in multifamily real estate.

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