u/Dry_Source5370

1 thesis · first seen Sep 19, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%+5.8%+5.8%
1w1100%-15.9%-15.9%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BETRr/ValueInvestingStock Analysisbullish
u/Dry_Source5370 · 14d agono track record yet

The part of $BETR I think the market is overlooking

Better's Tinman mortgage platform has potential as scalable infrastructure for third-party lenders (NEO scaled 2x, top-five originator added), with ancillary revenue streams (HELOCs up 45% QoQ) and cost cuts ($45M target). The business is more interesting than a simple rate-bet if Tinman proves viable across multiple channels and partners.

At post $12.42Now $11.79-5.1% since postedas of Oct 2, 4:30 PM ET
1d—
3d+5.8%
1w-15.9%
1m—
3m—
6m—
1y—
original post →

End of results.