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u/richyfin

2 theses · first seen Jun 30, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$UWMCDDbullish
u/richyfin · 10h ago1 prior · awaiting results

$UWMC - Mat’s Golden Nugget

UWMC is trading at an all-time low of ~$2 with capitulation signals and management buying. The company trades at 4.9 P/E (base case) to 2.7 P/E (bull case) with 44% mortgage market share and ~11% of all US mortgages. Dividend reduction, stabilized MSR values from higher rates, and potential cash generation as rates fall provide multiple catalysts for reversion.

At post $2.29Now $2.290.0% since postedas of Jun 30, 4:59 PM ET
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original post →
$UWMCDDbullish
u/richyfin · 10h ago1 prior · awaiting results

$UWMC - Mat’s Golden Nugget

UWMC trades at an all-time low with signs of capitulation (volume spike) and CEO has stopped selling, signaling undervaluation. Base case P/E of 4.9 on $680M earnings or bull case P/E of 2.7 on $1.2B earnings offer strong margin of safety, especially given the company's 44% market share in residential mortgage wholesale and status as originator of 10-12% of all US mortgages.

At post $2.29Now $2.290.0% since postedas of Jun 30, 4:59 PM ET
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original post →

End of results.