Rocket Companies Investment Case

Long innovation, short (real) interest rates, long housing market. And all of that at 5x sustainable P/E

While it does create some PTSD-type sensations for me, I actually believe it is a great time for a fresh look at RKT. We are about to celebrate the first anniversary of the insane March 2021 gamma squeeze and the company will report their annual 2021 earnings on Feb 24. For background, going into 4Q20 earnings, I loaded up on stock and calls. I 5x’ed it…