Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company
Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages to auto to solar loans. Why “destocking” problems won’t end for Honest Company (HNST). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.
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