Fallacy Alarm

Fallacy Alarm

RKT 2Q25: Still in hibernation.

But the story has potential to make people excited.

Rene Bruentrup's avatar
Rene Bruentrup
Aug 04, 2025
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On January 1, 2025, I published the update on Rocket below. I highlighted that investors were capitulating due to the unexpected surge in mortgage rates. This was notable because the business was actually growing against a brutal macro backdrop.

Rocket Companies Update (incl. Excel workbook)

Rocket Companies Update (incl. Excel workbook)

Rene Bruentrup
·
Jan 2
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Once the real estate cycle turns sweet, I felt hopeful their money printer will be on again.

The stock was trading at less than $11 at that time. Today, it hit $17. Time for an updated look at the company based on their most recent earnings.


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