B boy19 @HHGF99
Joined April 2020-
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@AtlasShrug1 MU looks cheap for a long long time and still went up 10x while looking cheap...
@ssj2abid Looks like we made a jump in mid February and reached a plateau in acuisitions between 400-650 per week since. I wonder when will be the next step up to a higher level. And what needs to happen for that.
@AmosMurphy_ That's not even true. Germany was shit for 10 more minutes after that break and then the game turned.
@nejatian Amazing! I'm not a lawyer but a big shareholder from Germany with over 400k shares for my fam. We trust in you. Opendoor is our biggest position since you took over! We also can't wait to sell some of our German properties to you once you're in Europe. The process is so slow here
@mattdonuttogo @SteingraberJon Sure, no one is selling to them... that's why their acquisitions are 6x compared to last year^^
@maelan_sdmr @morganb Well 6 times volume brings 6 times reviews and with some work on it probably more :)
@Davo0820 Kaz goal is to buy close to thousand homes per week in October-December as shown on accountable. They should then be sold in Q2 2027 leading to a revenue of about 5 billion... That should mean GAAP positive by far 💪 and stock around 30 USD.
@Unclebear201801 You should be able to read that I write about Q3 and not Q2
🚨 $OPEN Explosive Q3 Scenario 🔥 Opendoor has already averaged 450 acquisitions per week over the last 3 months. 13 weeks in Q2 = ~5,850 acquisitions. With the ~110-150-day buy-to-sell cycle, this flows into ~5000–5,800+ homes sold in Q3. Buckle up. A thread:
@Davo0820 @RosannaInvests Seems like he was on point correct this time lol
@Aubermark The only thing that confuses me a bit is that the march and April curves (tho it's not contribution margin but still) look more like the old Carrie opendoor ones rather than the close to flat ones Kaz showed at the call. What do you think why that's the case?
@Pikithome @FBiadu98 But why don't you just buy the stock and wait? I know it's much more boring but June has zero catalysts besides the already known Russel entrance. The stock should run up slowly but steady with every quarterly numbers from now on.
@FBiadu98 @Pikithome That's not betting big, that's gambling around. The stock price in June depends more on Iran/inflation/yields than on what the company is doing. Pure luck play. $OPEN is a long term invest.
@Aubermark great to know. Based on that we can calculate how long it takes for the following cohorts to sell. I'm pretty sure we'll achieve the 1 billion already in Q2. Q3 could almost double this. Pretty sure ateaat over 1.5 billion
@Aubermark Got it. This should mean the main inventory which is shown since mid Feb in the ~500 homes per week aquisitions will sell in Q3 and probably lead to a revenue of around 2 billion?
@Aubermark Pretty cool! Maybe another stupid question. Why is the cohort size in your metrics just about less than half of the numbers at the opendoor accountable dashboard for that months?
@Aubermark That numbers would be really helpful. Maybe the decline is a mix of both of our guesses.
@Aubermark Thank you! What would be your personal guess about the weakness of the April cohort? I'd guess broader overall housing market weakness. But still the may cohort seems to go well again at least the start.
@l_m_s15 @MoodyWriter13 @ParadisLabs @aleabitoreddit @midascabal @KawzInvests @HyperTechInvest @LIWEI_TWCapital @PepInvestStocks @sunxliao @MMMTwealth Planoptik scheint doch was dran zu sein, schau Mal ins Profil vom "vlmkapital". Er hat etliche Posts zu potenziellen Kunden und Aufträgen. Er hat auch LPK "entdeckt", als noch deutlich unter 10.
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