@mudirshin I was just playing! All my man Eric wants to talk about is Drake!
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Bill Miller
2.3K posts
Bill Miller
@millertcb
DD, discipline, and a little luck..No emotions in stock trading.
Katılım Ağustos 2009
179 Takip Edilen204 Takipçiler
Good morning $OPEN, $OPENARMY, and everyone. Let’s go all out and make today count!
Today is a very important turning point for $OPEN. We need to break through $4.30 and then clear $4.40 to open the path toward the $5 range!
Monday and Tuesday already confirmed that the $4.20 area is acting as strong support. Let’s make another strong run today. LFG! 🚀
GIF
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@pappygist @mudirshin @nejatian About 11k homes change hands everyday here in the U.S. according to ChatGPT. That’s 77k homes a week….we are currently writing about 600 contracts a week. Let that sink in….
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How many homes can $OPEN keep on its $9 BB credit line?
21,428.
Assume they sell them within 30 days.
That’s 257,000 houses/yr.
Share price at that level: $110.
But once they’re doing numbers like that, the credit line increases. 👀👀👀
The journey to $1 TT @nejatian 🤘
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@pappygist @nejatian You have to wonder how much they have been holding this back just to rebuild the structure?? Has the machine even been turned on yet??
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AND if @nejatian and team increase acquisitions 450% YoY again next May they’ll be doing almost 3,000 hours a week.
That’s about $102/Share.
$OPEN
Grayson Gist@pappygist
$OPEN bought 655 houses this week. That’s 34,000/year. They made $18k on each median priced home. (4.4%) With current expenses they’ll make over $440 MM going forward 12 months. Tech rerate at 30x We’re sitting on a $15 stock. RIGHT NOW. That’s with no attachments. 🤯
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@mudirshin I don’t recall any other CEO doing this AND buying his own stock on the open market. The dude believes and knows!!
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@millertcb Exactly. Actions speak louder than words. A CEO taking a $1 salary and even paying for his own benefits tells you this is not just another corporate job to him. He clearly believes in what $OPEN can become long term.
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$OPEN 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
Honestly, today’s bounce already tells the story. People who actually listened to the earnings call and watched what Kaz and the team are building can clearly see something is changing at $OPEN.
Meanwhile, there are still way too many loud people talking nonsense without understanding what the company is actually doing lol.
Jake Wujastyk@Jake__Wujastyk
$OPEN #OPEN Third time's a charm?
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This chart is actually very significant for $OPEN. 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
Weekly acquisition contracts are now up +13% week over week, with 655 total contracts versus only 119 during the same period last year. That is an enormous year over year acceleration.
The most important takeaway:
Opendoor’s operational momentum appears to be improving even while the broader housing market remains weak.
If this trend continues:
• transaction velocity improves
• inventory turnover accelerates
• margins stabilize
• AI pricing models become more efficient
then the market may eventually realize this is no longer the same company investors saw in previous years.
Personally, this chart looks less like a temporary rebound and more like a company rebuilding demand and scale in real time.
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@MrNeverSell I think the same way. I can’t think of a better risk/reward opportunity with the TAM they have. I might be wrong but I like our chances here. If Kaz and team can’t get it done, then there is just no way to achieve it.
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Critic: Why do you put 33% of your money in $OPEN?
Me: 👇
Kaz Nejatian@nejatian
We're making a relatively large platform shift at Opendoor right now and some of our RnD teams are working two 12 hour shifts with hand offs between them. So as one set of engineers goes to bed, the other set picks up the work. Sun shall never set on shipping!
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I’ll be in Miami tomorrow and Thursday @nejatian I’ll come meet you to discuss $OPEN if you’d like?
Should we let the public decide
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$OPEN 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
I’ve been saying this for days. The $4.10~$4.20 range looked like the bottom zone for $OPEN. Now if we break through $4.40, I honestly think $5 could come very fast. Buy the dip.
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@Pikithome @nejatian I’m loving the change in your tone! Super helpful if you want his ear in my opinion. Good work!
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Glad to know $OPEN and @nejatian realize agents are important
Support coming back now strong. I figured you’d come around on this one Kaz
Now get back to me on my DM and let’s change the industry
Kaz Nejatian@nejatian
Too many companies care more about themselves than their users. Today, we are making Opendoor available to all homeowners, including the ones that want to work with agents. Launching Opendoor 2.0 for Agents, first with @RealScout.
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This is actually a huge evolution for $OPEN. “Cash Now, More Later” removes one of the biggest pain points for sellers by combining immediate liquidity with future upside potential.
And integrating directly into RealScout’s 100K+ agent network is massive. Instead of fighting Realtors, Opendoor is turning agents into distribution partners. That could dramatically expand adoption, transaction volume, and long term ecosystem growth.
Shay Boloor@StockSavvyShay
$OPEN launched “Cash Now, More Later” giving home sellers upfront cash while still letting them keep upside from the final sale. The program plugs into RealScout’s 100K+ agent network letting agents access Opendoor offers without changing workflows.
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@mudirshin One more thing and this is huge for me personally. Kaz may be the first CEO I actually believe when he says he hates dilution.
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@mudirshin I wouldn’t be here if they were not in place. It’s the only reason I invested.
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$OPEN is making a very important strategic shift.
This is no longer about replacing Realtors. $OPEN is now integrating directly into agent workflows and turning agents into partners inside the ecosystem.
Agents can now:
• present instant cash offers directly to clients
• compare listing vs cash offer options in real time
• keep commissions
• access multiple selling solutions inside one workflow
This changes the narrative from:
“Opendoor vs Realtors”
to:
“Opendoor + Realtors + AI + Marketplace.”
Personally, this feels much bigger than a simple feature launch. It feels like the early stages of a housing transaction operating system.
#OPEN #Opendoor #RealEstate #AI #Housing #Stocks #PropTech
Morgan Brown@morganb
Today we made it easier for agents to bring the full set of selling solutions to their clients at every listing appointment. Cash Now, More Later, a new selling option for sellers who want cash today with the benefits of listing on the market, is in @RealScout so you can get Opendoor offers right in your workflow. Plus, a new commission structure that grows as you close more with Opendoor. Learn more ⬇️
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@mudirshin I can’t wait until the street sees it too and the whole re-rating starts. Only a matter of time. We have the dream team on our side.
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@millertcb Completely agree. This feels more like the beginning of a much larger partner ecosystem for $OPEN.
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Today we made it easier for agents to bring the full set of selling solutions to their clients at every listing appointment.
Cash Now, More Later, a new selling option for sellers who want cash today with the benefits of listing on the market, is in @RealScout so you can get Opendoor offers right in your workflow.
Plus, a new commission structure that grows as you close more with Opendoor.
Learn more ⬇️
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$OPEN 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
This is much bigger than a simple product launch. Kaz is signaling that $OPEN no longer wants to fight agents. Opendoor wants to become the platform that connects everyone in the housing transaction, including agents themselves.
The key line was:
“including the ones that want to work with agents.”
That completely changes the narrative from:
“Opendoor vs Agents”
to:
“Opendoor + Agents.”
This is classic platform strategy.
Instead of forcing users into one process, Opendoor is expanding optionality:
• direct selling
• agent assisted selling
• hybrid transactions
• integrated mortgage
• eventually insurance
All connected inside one ecosystem.
Personally, this feels less like a real estate company now and more like the early stages of a housing operating system.
Kaz Nejatian@nejatian
Too many companies care more about themselves than their users. Today, we are making Opendoor available to all homeowners, including the ones that want to work with agents. Launching Opendoor 2.0 for Agents, first with @RealScout.
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