UWMC United Wholesale Mortgage Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:00
Oct 17
Oct 17
Julia LaRoche Show
Avoid UWM on falling volumes, Oak Tree.
United Wholesale Mortgage faces falling volumes and must pay Oak Tree a $165 million dividend this year and eventually roughly $1.5 billion to pay it off. Despite being a large, efficient broker-channel lender and hiring a strong CIO, he sees no bull case and would not buy the stock.
21:01
Sep 08
Sep 08
r/wallstreetbets
UWMC short squeeze setup into earnings
The author argues UWMC has ~94.8M shares short (~30%+ of public float) with shorts adding through August, setting up a potential short squeeze into the next earnings. The mechanism: if Q3 shows ~$39B originations, 125-135 bps gain-on-sale margin, ~$0.11-$0.13 EPS and no repeat of the ~$603M derivative loss, shorts may cover, fueling a rally toward $1.75-$2.50+. The main stated risk is that another management disaster or bad quarter could send the stock to $1.00-$1.30 or below $1.
13:41
Aug 27
Aug 27
Yet Another Value Podcast
UWMC capital allocation looks CEO-serving.
UWMC's Q2 featured a massive hedging loss on a deal it was never under contract for and a distressed raise, and short-seller allegations (e.g., Hunterbrook) suggest the company ran capital allocation—especially large dividends—to support CEO Mat Ishbia's personal balance sheet / Phoenix Suns ownership rather than because the dividends were sustainable. Walker says he doesn't know if all allegations are true and sees some cowboy behavior, but treats the founder-led misalignment and erratic capital allocation as a major red flag and blow-up risk.
About UWMC Investor Commentary
Across the available history and selected sources, Buzzberg tracks UWMC (United Wholesale Mortgage) across 11 sources: 4 bullish vs 5 bearish calls from 11 authors. Historical directional balance: -3% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 31 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Chris Whalen, u/Sofituti09, Andrew Walker.