ValueAct Capital takes a significant position in Rocket Companies, betting on AI and a streamlined share structure to unlock value. Will it moon, or is it another garbage fire?
ValueAct Capital takes a significant position in Rocket Companies, betting on AI and a streamlined share structure to unlock value. Will it moon, or is it another garbage fire?

Rocket Companies: A Mortgage Juggernaut Stuck in Low Gear?

Alright alright alright you beautiful bastards! Asmongold here ready to break down this Rocket Companies (RKT) situation. So this fintech company – mortgages real estate the whole shebang – is apparently crushing it in the mortgage game. Number one originator they say? Sounds like they're printing money faster than Blizzard prints battle passes. But the stock? Down 29% since its IPO. What in the actual f**k is going on here? It's like having a goddamn legendary item drop but it's got like negative stats or something. It's a dumpster fire of disappointment I tell you hwat!

Dan Gilbert's Grip: Too Tight for Liftoff?

So here's the deal. Apparently the founder Dan Gilbert owns like 80% of the voting power. That's more control than Blizzard has over Diablo Immortal's item shop. A small float and a complicated share structure? Sounds like a recipe for a stock that's harder to buy than a girlfriend. No wonder the big institutional investors are staying away. They're probably too busy farming gold in WoW to deal with this mess. ValueAct Capital seems to think it's a big boy that can handle it. They're in deep boys. They are like a bunch of thirsty gamers looking for content.

ValueAct to the Rescue? Maybe...Just Maybe

Now ValueAct Capital is stepping in and they seem to think they can unlock some value. They're planning to increase the public float and simplify the share structure. Will this actually work? Who knows! But ValueAct's got a pretty solid track record with controlled companies. They've made bank with the likes of Meta and Spotify. Maybe they can work their magic and turn this rocket ship around. Or maybe it's just cope.

AI: The Secret Sauce or Just Another Buzzword?

But here's the kicker folks: AI. ValueAct seems to think Rocket can supercharge its mortgage process with AI. Honestly every company is slapping AI on everything these days. It's like the new blockchain except instead of promising to revolutionize finance it's promising to revolutionize literally everything. But hey if it works it works. And Rocket being a tech first company might actually be able to pull it off. I mean if AI can't figure out how to approve a mortgage what can it do?

New CEO: Fresh Blood or Another Corporate Suit?

And get this Rocket has a new CEO who's apparently not afraid of technology. Worked at Intuit PayPal Groupon Microsoft. Sounds like a resume straight out of Silicon Valley. Maybe this guy can shake things up and actually get Rocket's market share to the moon. Or maybe he'll just implement more microtransactions. Only time will tell boys. Only time will tell.

The Verdict: Moon or Doom?

So what's the final verdict? Is Rocket Companies a buy? Honestly I don't know I'm just a balding dude with an opinion. But ValueAct seems to think it's got potential. If they can fix the float issue simplify the share structure and actually leverage AI this stock could be headed for the moon. But if they can't? Well it's gonna be another dumpster fire. Remember do your own research don't invest more than you can afford to lose and for the love of God stay hydrated!


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