Earnings Call Insights: loanDepot, Inc. (LDI) Q1 2026 Management View “We are now 3 quarters into the rebuild of our company. And I believe that all of our hard work will soon be reflected in our financial performance,” said Founder, CEO, Chairman & President Anthony Hsieh, highlighting “the addition of over 100 new loan officers, the reimagining and relaunch of our wholesale business and the comp...
Earnings Call Insights: loanDepot, Inc. (LDI) Q1 2026 Management View “We are now 3 quarters into the rebuild of our company. And I believe that all of our hard work will soon be reflected in our financial performance,” said Founder, CEO, Chairman & President Anthony Hsieh, highlighting “the addition of over 100 new loan officers, the reimagining and relaunch of our wholesale business and the completion of our game-changing partnership agreement with Figure.” “Since my return as CEO, I have been laser-focused on our digital transformation,” CEO Anthony Hsieh said, adding that loanDepot has been “introducing cutting-edge technology and AI capabilities” across origination and servicing, including “lead acquisition and conversion” and “underwriting process.” “As part of this partnership, we integrated Figure's proprietary credit and loan underwriting engine into our own proprietary mello technology platform,” CEO Anthony Hsieh said, spotlighting the “5x5 HomeLoan, which delivers approval in as little as 5 minutes and funding in as few as 5 days.” “We reported an adjusted net loss of $34 million in the first quarter compared to an adjusted net loss of $21 million in the fourth quarter of 2025,” said CFO David Hayes, attributing the change “primarily to lower pull-through weighted gain on sale margin, offset somewhat by lower expenses.” Outlook “We expect pull-through weighted lock volume of between $5.75 billion and $7.75 billion, and origination volume of between $7.25 billion and $9.25 billion,” CFO David Hayes said, adding the ranges “reflect a shift in mix as our 5x5 HomeLoan product ramps up.” “We expect our second quarter pull-through weighted gain on sale margin to be between 330 basis points and 360 basis points,” CFO David Hayes said, noting HELOC guidance mechanics: “HELOC products are originated without an interest rate lock,” and “they also generally carry a higher gain on sale margin, but lower average loan balances.” Compared with last quarter’s outlook la...
Traders are swiftly unwinding bearish positions against Contemporary Amperex Technology Co. Ltd. ’s Hong Kong-listed shares as the focus shifts to the battery giant’s growth outlook following a $5 billion share sale . Short interest has dropped to 15.4% of free float as of Monday, the lowest since December and compared with about 26% a week earlier, S3 Partners data show. The blockbuster offering ...
Traders are swiftly unwinding bearish positions against Contemporary Amperex Technology Co. Ltd. ’s Hong Kong-listed shares as the focus shifts to the battery giant’s growth outlook following a $5 billion share sale . Short interest has dropped to 15.4% of free float as of Monday, the lowest since December and compared with about 26% a week earlier, S3 Partners data show. The blockbuster offering last week boosted the availability of shares for shorting, easing borrowing costs, while the number of shorted shares dropped to a five-week low. Over the past year, an unusually high premium on the Hong Kong shares attracted growing short interest — despite the lack of direct arbitrage — as traders built simultaneous bullish positions in the cheaper Shenzhen shares. The gap drove a buildup in short positions as the stock more than doubled since its Hong Kong debut last year. While the spread has been notoriously hard to predict, the jumbo offering — alongside a recent sale by a large shareholder — allowed investors to cut losses or exit the trade . The recent share placements have provided funds a window to cover their short position at a discount, said Eugene Hsiao , a strategist at Macquarie Capital Ltd. “Investor sentiment on CATL remains broadly positive with growing expectations of further growth for the battery energy storage business and moves further downstream into system integration.” Hsiao said. “Appetite to remain short is likely lower, given a solid fundamental backdrop.” CATL’s Hong Kong shares are now near a record high. Morgan Stanley upgraded the stock to overweight this week, citing the rapid scaling potential for its next-generation sodium-ion and condensed battery technologies. Of 25 analysts tracking the stock, 23 have a buy or equivalent rating, two have holds, with no sell ratings, Bloomberg-compiled data show.
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Donny DBM/iStock via Getty Images The following segment was excerpted from the Protean Funds Scandinavia AB April 2026 Partner Letter. We have started to build a position in Yubico ( YUBCF ). The stock is down roughly 85% from its 2024 highs (((!))), which is either an opportunity or a stark warning. At SEK 42, the market cap is SEK 3.7bn. The company has SEK 856m in net cash and SEK 716m in inven...
Donny DBM/iStock via Getty Images The following segment was excerpted from the Protean Funds Scandinavia AB April 2026 Partner Letter. We have started to build a position in Yubico ( YUBCF ). The stock is down roughly 85% from its 2024 highs (((!))), which is either an opportunity or a stark warning. At SEK 42, the market cap is SEK 3.7bn. The company has SEK 856m in net cash and SEK 716m in inventories (which at a 77% gross margin carry a sales value north of SEK 3bn). The market barely assigns any value to future operations, and we should be honest: there are reasons for that. Not least two consecutive profit warnings and a shareholder roster with more burned fingers than a pyromaniac convention. Large enterprise rollouts (orders >1m USD) have fallen sharply as organisations hesitate in a volatile geopolitical environment. In USD terms, R12m orders are down 2% year-on-year while OPEX is up 8%. The company invested to meet demand that hasn't shown up (((yet?))). Margins have compressed accordingly. A cost savings programme is underway and prices have been raised, but these are reactive measures, put in place by a violently reshuffled management team that has seen significant change since the SPAC/IPO late 2023. We estimate/hope/think 2026 is a trough year, and on reset sell-side estimates the stock trades at around 7x EBIT for 2028. That's cheap, but cheap alone has never been sufficient reason to own something. Where we think there might be an emerging lifeline is in how artificial intelligence is radically changing the threat landscape around cybersecurity. Anthropic recently launched Mythos, a frontier AI model built for offensive cybersecurity. The implication is a world where AI finds software vulnerabilities faster than humans can patch them. If your second factor of authentication is a software token on the same device an AI agent can control, the security boundary becomes targetable through phishing, session hijacking, and token theft, at scale, without fat...