Seven Predictions for 2023: The Grime Edition
December 19, 2022
Welcome to yet another edition of the Seven Predictions, sure to be wrong or your money back. (Does not apply to VIP Subscriptions.) This is
Articles filed under Opendoor
[VIP] Opendoor 3Q/22: I Can See Clearly Now
November 10, 2022
As most of you know, I am a big giant iBuyer bull, which means I am a big giant Opendoor bull. I am long OPEN
[VIP] 3Q22 CoStar Group: The House of the Rising Sun
October 30, 2022
Last year I published a special Red Dot on CoStar after its entry into residential real estate. I subtitled it, “The Rising Sun” for a
Somebody Call 911: Thoughts on the Opendoor + Zillow Partnership
August 7, 2022
I was at Inman doing the #lobbycon thing when Opendoor and Zillow both released their 2Q/2022 earnings. So I saw the news about the multi-year
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
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
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
Opendoor: Proof that Wall Street Doesn’t Understand Real Estate
May 6, 2022
[NOTE: I am long OPEN, and have been for a while as the self-proclaimed Biggest Bull on Market Making iBuying in the World.] I’m working
