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    Graham Bundy Jr.

    Research Analyst at KBW

    Graham Bundy Jr. is a professional lacrosse midfielder, most recently recognized for his collegiate and pro achievements with institutions like Georgetown University and the Denver Outlaws, rather than a career as an equity analyst at KBW. He was a record-setting scorer at Georgetown and an 11th overall draft pick in professional lacrosse, noted for his powerful two-point shooting and immediate on-field impact as a rookie. There is no evidence he has professional finance experience, analyst roles, or securities industry credentials such as FINRA registration or sector/company coverage at KBW. His accomplishments are centered exclusively in athletics and academics, including earning a master's degree from Georgetown's McDonough School of Business.

    Graham Bundy Jr.'s questions to Porch Group (PRCH) leadership

    Graham Bundy Jr.'s questions to Porch Group (PRCH) leadership • Q2 2025

    Question

    Graham Bundy Jr. asked about the future approach to price increases in the software business—whether they would be consistent annually or more lumpy—and about the expected near-term pace of EBITDA margin expansion.

    Answer

    COO Matthew Neagle explained that the strategy is to continuously innovate and price to value, which should allow for ongoing price increases, with significant upside potential when the housing market recovers. CEO Matt Ehrlichman addressed the margin question, stating that the company expects to show nice, consistent margin expansion each year while continuing to invest in growth, suggesting the improvements would not be lumpy.

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