Substack · The Monetary Commentary · Monetary Commentary
Revisiting my Blend Labs bull thesis
The stock has fallen. The business, however, has quietly moved in the opposite direction.
Since publication −38.3% α −40.5 pp vs S&P 500 · USD
US · 1 entry · 1 publication
BLND
Blend Labs, Inc.
- Entries
- 1
- Bullish
- 1
- Bearish
- 0
- First
- Jul 21, 2026
- Latest
- Jul 21, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on BLND at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- July 2026 1 entry
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.