Making the Bear Case Against Opendoor
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
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
As most of you know, I used to do in-depth updates for each of the publicly traded companies in the residential real estate sector. Since
Opendoor reported its Q4 and full year 2021 earnings last Thursday, and I needed to take some time to think through things. Long story short,
As readers, listeners of Notorious POD, and people who have heard me present live know, I’m on the record as suggesting that we do not
[Editor’s Note: PadSplit’s Atticus LeBlanc was the guest on Episode 4 of The Blueprint Sessions. This is the accompanying essay, originally published as a members-only
In my last analysis of Redfin, I wrote that Redfin has to decide who it wanted to be. It was stuck in a “larval stage
[Editor’s Note: Module’s Brian Gaudio was the guest on Episode 2 of The Blueprint Sessions. This is the accompanying essay, originally published as a members-only article
Roughly nine months ago, after its Q1 results, I beat the hell out of Redfin. I admit it. Much of that was motivated by how
RE/MAX came into 2020 on a big upswing. Q4 was a good quarter; it was a very good quarter, in fact. And as we have
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