Opendoor research and analysis from an OG

• 4.99 (Opendoor Mortgages)
  Mar 2026
• Quick Q4 2025 Earnings Preview Feb 2026
• Into the Unknown (Macro Tailwinds and Bull Thesis)
  Jan 2026
• Opendoor Q3 2025 Earnings Preview Oct 2025
• Chat with Opendoor Bear Martin Shkreli Sep 2025
• OPEN House Interview (Transcript)
  Sep 2025
• Top 4 Takeaways 20VC Interview with Kaz Sep 2025
• Quick Take on Q2 2025 Offerpad Earnings Aug 2025
• Top 3 Takeaways from Opendoor Q2 2025 Earnings Aug 2025
• Thoughts on "Opendoor's AI Journey" Press Release Aug 2025
• Thoughts on Keith Rabois Interview on TBPN Aug 2025
• Q2 2025 Opendoor Earnings Expectations Aug 2025
• Where's the AI? Jul 2025
• An Opendoor Primer Jul 2025