Calls
1
u/Dry_Source5370
Reddit r/ValueInvesting
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
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Long
Sep 19
$12.10
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The author argues the market is mispricing Better as a simple mortgage-rate bet when the real value is Tinman becoming infrastructure for other lenders. Evidence cited: NEO scaled from roughly $1.5B to $2.97B annualized production on Tinman, a top-five non-bank originator went live starting with HELOCs, and HELOC volume grew 45% QoQ in Q2. Catalysts include more than $45M annualized cost reductions by year-end, the UK bank sale, capital return, and profitability targets management can be measured against. Main risk is that Tinman may not become a large mortgage infrastructure platform, and the author notes the noise around Vishal Garg.
Payments & Fintech
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u/Dry_Source5370 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.
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