Happy 2026 to all my Opendoor investors! I’m planning on sunsetting the blog and transitioning openinvestmentlabs over to X, where I’ll continue posting high-quality memes and diligence. To read the full article, please find me on X! https://x.com/jeffye888
This will be the most consequential earnings for Opendoor ever (since the last one). Basically, it's going to determine whether the company has truly hit an inflection point and the stock has legs to break $10 or will continue to be stuck between $5-10 (till next year at
(with bonus EOY price target courtesy of 20VC) Link to Full Interview Even though it was really only a 25 minute interview, there were so many good nuggets in terms of how Kaz is thinking about the business (helps that he talks fast!) - wanted to share my main takeaways
Had a chance to spend an hour with @MartinShkreli today and wanted to share my quick notes from the call. Personally, I wanted to get a sense of where his head was at (as a short) and maybe help him better understand the opportunity at hand. Martin's bear
Big thanks to Jonathan for hosting and for the vision to put this series together. You can also check out his community for $HIMS investors at https://himshouse.substack.com/ Link to $OPEN House Episode 1 Interview on X: https://x.com/jonathanrstern/status/1968301987654418748 Time Stamps: (00:59) $OPEN&
Link to source The Good: Huge Sea Change in Tech-Orientation and Messaging The first and most obvious take-away is that Opendoor is fully embracing both AI and retail as a strategic business and marketing lever (better late than never!) On the tech side, the shift has gone from talking about
Only ~10 minute long section but Keith had many interesting thoughts and takes on the business. Worth a full listen but I pulled my favorite quotes below. Let's see if / how Carrie responds on the Pomp Podcast! Source (Starts around 41:30) Key Quotes: "Yuri Milner actually
Exciting stuff with Carrie joining X and tweeting for the first time ever, should be interesting times ahead. ...but let's get back to the fundamentals. Here are my Top 3 Takeaways from Opendoor's Q2 Earnings 1) Key Agent and Cash Plus Are Working Well... Really well
Offerpad looks like it's up big (30+%) after earnings today. Quick takeaways: 1) My guess is they're up big due MOSTLY due to reducing bankruptcy risk from $21M capital raise and highlighting a "path towards cash flow breakeven". Secondary reasons are decent Q3 resale
"There are decades where nothing happens; and there are weeks where decades happen" - Lenin After 3 sleepy years, the last few weeks for Opendoor have certainly felt like decades. In that vein, this Q2 earnings call will be the most important for management (to prove their mettle)
My Top 3 Takeaways from the FOMC Press Conference: 1) Jay Powell is absolutely not submitting to the balrog that is Trump: Markets were expecting a relatively dovish Powell after Trump visited him at the Fed (and gave him "friendly slap" on the back). Perhaps not surprisingly, Powell
Double-header this week because we launched and honestly… I just had to get this off my chest. One of the biggest questions I find myself having every time I listen to Opendoor’s management or track press releases is simply... “Where’s the AI?” I think by now, most businesses