获Eric Jackson推荐,Better Home & Finance股价飙升

老虎资讯综合
Sep 23

对冲基金经理埃里克·杰克逊 (Eric Jackson)对 Opendoor 的交易爆炸式增长做出了一定贡献,周一他公布了他的新选择——Better Home & Finance Holding Co.杰克逊表示,他的公司持有 Better Home 的股份,但没有透露其规模。

杰克逊在X上大力推荐Better Home后,该公司股价周一飙升46.6%。盘中一度上涨逾一倍。这家总部位于纽约的抵押贷款机构上周股价上涨逾36%。

EMJ Capital 总裁兼创始人将 Better Home 称为“抵押贷款领域的Shopify”,并表示该公司正在利用人工智能从零开始重建一个价值15万亿美元的行业。Shopify是一家加拿大电商平台。

杰克逊指出,新上市的区块链贷款机构Figure Technology Solutions其倍数比 Better Home 高得多。

“FIGR刚刚 IPO,市盈率是 2026 年销售额的 19 倍。BETR 的市盈率仅为 1 倍,但增长速度比 FIGR 更快,”他说道。“我相信 BETR 两年内有望实现 350 倍的增值。他们嘲笑 BETR 现在 34 美元的股价,就像他们嘲笑 CVNA 3.5 美元和 OPEN 51 美分的股价一样。但这并非什么梗。”

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