Henry SC 🍻
1K posts

Henry SC 🍻
@Hennsify
Value investor | Love art,science & nature,travel and economy | Seek and buy the next great stock. Current largest positions: $OPEN & $ASST. NFA. DYODD.




@Opendoor dropped their @RealScout integration on May 19 — cash offers now embedded directly in the workflow for 100k+ agents. The whole point of this agent push is to remove friction and accelerate signed acquisition contracts. First real read on whether it’s working should show up in next Tuesday’s acquisition contracts numbers. Curious to see the early signal. That’s when the accountability clock starts ticking. 👀 $OPEN

So I work at @Opendoor now. I've just finished my first real week there and I am super bullish on this company. I was convinced to stop building my own thing to join, was hesitant at first but definitely the right call. The opportunity is insane. Will be my third tour of duty with @nejatian and as an engineer I've pretty much done the best work of my career working with him.





Wrapping up my first week at Opendoor. When I left Shopify a few weeks ago, I had planned to take the summer off with the family. The plans changed drastically when I got the call from @nejatian. The team is too good and the opportunity for impact unparalleled. LFG

I have taken a position in Strive / $ASST. Average price $7.92. Today's revelation of $127.2 million in cash reserves was the final piece in the jigsaw for me. The market has overreacted to the 1-20 reverse split... not realising that the usual rule of thumb does not apply here. Annual dividend obligation for $SATA = ~$53.3mil which means USD coverage is 2+ years. Only $10 million in debt remaining from Semler Acquisition. I am not a fan of buying multiple Bitcoin Treasuries in the same jurisdiction but the US is the exception. The second largest bitcoin-backed fixed income product in the US is still a trillion dollar opportunity. Fund managers need to diversify and can't have all their AUM in one product. Feeling good about my entry here. Happy to be on board @ColeMacro @PunterJeff @mikealfred @IIICapital 🫡🚀


We are committed to tilting the world towards homeowners. That's the mission.

$OPEN @nejatian interview with Realscout CEO. Worth listening if you're a investor. youtu.be/6nMlh4JF1Ow?si…




🚨 Canada Pension Plan increased its $OPEN position by +305.72%. CPP Investments manages over C$780B on behalf of millions of Canadians, making it one of the most important pension funds in the world. I’m sure @nejatian is happy to see this


🚨Everyone got the Opendoor $OPEN Q1 print wrong. Wall Street saw “revenue down 38%” and dumped it. They missed the most important sentence this company has said in 18 months. Buried right in the press release. Let me show you what actually happened. 👇









