On Opendoor’s Settlement with the FTC
August 1, 2022
It appears that Opendoor has preemptively caved in to the Federal Trade Commission, agreeing to a consent order. As is usually the case, the Complaint
Articles filed under Technology
On Opendoor Exclusives
July 5, 2022
Tyler Okland, Stanford-educated surgeon and Opendoor bull, who I interviewed in a Notorious POD a few weeks ago, has published an eye-opening article on Datadoor.io,
Four Horsemen of the Housing Apocalypse, Part 6: New Jerusalem
June 28, 2022
I had originally planned on the Four Horsemen series to be five parts: the four Horsemen, plus a wrap-up laying out the consequences for the
Four Horsemen of the Housing Apocalypse, Part 5: What It All Might Mean
June 23, 2022
At last, we come to the end of this dismal series. While it has been dismal, some of your emails and private messages have been
Making the Bear Case Against Opendoor
May 11, 2022
My last post on Opendoor resulted in more than a few emails and messages, and I’d like to thank those who emailed and messaged. I
Zillow Earnings 1Q2022: The Thrill Is Gone
May 9, 2022
How to talk about Zillow’s 1Q2022 earnings call results and the commentary by Rich Barton and Allen Parker? Let me put it this way: the
Opendoor 1Q2022: The King is Dead, Long Live the King
May 8, 2022
[NOTE: I am long OPEN and have been for a while as the self-proclaimed Biggest Bull on Market Maker iBuying in the World. None of
Connecting Dots: Zillow, CoStar, Realogy and the Battle for Brenda
April 21, 2022
I’m not at Inman New York for a variety of reasons, and apart from a hot karaoke night, I’m not feeling the FOMO yet. However,
A Very Real Use Case for the Metaverse
April 6, 2022
A recent conversation over at GEM (Geek Estate Masterminds) inspired me to look into something. That something turns out to be a very real use
