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&