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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Rocket Companies announced two transformative acquisitions during the first half of 2025, of (1) Redfin [PR here] and (2) Mr Cooper [PR here]. In connection with...
— Scott Klarquist
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Other investors who've written on Rocket Companies, Inc.
More institutional theses from Seven Corners Capital Management, LLC
Genworth Financial ($GNW) is a diversified financial services holding company whose core value driver is an 80% controlling ownership stake in Enact Holdings ($ACT), a profitable private mortgage insurer. Representing 17.4% of...
SandRidge Energy ($SD) is an independent oil and natural gas exploration and production company operating primarily in the Mid-Continent region of the United States. Representing 7.8% of...
Pershing Square Holdings ($PSHZF) is an investment holding company managed by Bill Ackman that holds concentrated positions in high-quality North American public companies. Representing 25.6% of...