We Won: Mr. Cooper Bought Out By Rocket

Lessons from a great call in September

I know everyone is about to log into their account and try to hedge or panic sell (not me). But in a world of tarrifs blowing up markets can we take a minute to celebrate?

Back in September, I shared a straightforward "smooth brain" thesis about a lesser-known mortgage player called Mr. Cooper (COOP). For those paying attention, the price at the time wa…