We are an investment management firm led by Bill Miller IV, specializing in value-focused, long-term investing. We think and invest differently.
Mar 10 • 6 tweets • 1 min read
Why we own it: $FIGR operates in massive markets. Management sees a $185B opportunity, with HELOCs alone tied to a $36T home equity market.
For capital providers, the economics are compelling: on-chain settlement reduces third-party review costs by ~80% and total production costs by ~93% vs. traditional mortgage origination.