Blogs · r/ValueInvesting · /u/Icy-Drawer5856
BETR Follow-Up: Garg Won. Now the Operating Thesis Gets Its Test.
A follow-up to my earlier BETR thesis: https://www.reddit.com/r/ValueInvesting/s/bVQgbbOwdZ In that post, I argued that there were really two overlapping theses at Better Home & Finance ($BETR): a cyclical mortgage…
Since publication BETR +59.2% α +60.5 pp vs S&P 500 · USD