|
Nov 29, 2025 |
Fund Letters |
Sean Reynolds |
Opendoor Technologies Inc.
|
Real Estate |
Real Estate Services |
Bull
|
NASDAQ |
— |
View Pitch |
|
Nov 28, 2025 |
Seeking Alpha |
Seeking Alpha |
Opendoor Technologies Inc
|
|
Real Estate Services |
Bull
|
|
AI-enabled pricing, ancillary services, home acquisitions, net-income breakeven, Opendoor Technologies, real estate technology, transaction economics, turnaround effort, volume-driven strategy, workflow automation |
View Pitch |
|
Nov 5, 2025 |
Seeking Alpha |
Seeking Alpha |
Opendoor Technologies Inc.
|
|
Real Estate Services |
Bear
|
|
adverse selection, agent-led model, capital-intensive, Competitive Advantage, housing market, iBuying, inventory costs, Opendoor Technologies, real estate technology, valuation |
View Pitch |
|
Oct 6, 2025 |
Value Investors Club |
JackBlack |
Opendoor Technologies Inc.
|
Real Estate |
Residential Transactions / iBuying |
Bear
|
NASDAQ |
iBuyer, meme squeeze, dilution, ATM, broken model, not Carvana |
View Pitch |
|
Sep 16, 2025 |
Short Thesis |
Western Edge |
Opendoor Technologies Inc
|
Real Estate |
Real Estate Services (iBuying) |
Bear
|
NASDAQ |
Credit, Housing, iBuyer, Inventory, Margins |
View Pitch |
|
Sep 11, 2025 |
Seeking Alpha |
Seeking Alpha |
Opendoor Technologies Inc.
|
|
Real Estate Services |
Bear
|
|
agent-driven platform, capital-intensive, debt levels, inventory reduction, meme stock, mortgage rates, Opendoor Technologies, real estate technology, sales lag, valuation |
View Pitch |
|
Aug 7, 2025 |
Seeking Alpha |
Ian Bezek |
Opendoor Technologies
|
Real Estate |
Real Estate Services |
Bear
|
NASDAQ |
— |
View Pitch |
|
Aug 7, 2025 |
Seeking Alpha |
James Foord |
Opendoor Technologies Inc.
|
Real Estate |
Real Estate Services |
Neutral
|
NASDAQ |
— |
View Pitch |
|
Aug 7, 2025 |
Seeking Alpha |
The Software Side of Life |
Opendoor Technologies Inc.
|
Real Estate |
Real Estate Services |
Bear
|
NASDAQ |
— |
View Pitch |
|
Aug 7, 2025 |
Seeking Alpha |
Julia Ostian |
Opendoor Technologies Inc.
|
Real Estate |
Real Estate Services |
Neutral
|
NASDAQ |
— |
View Pitch |
|
Aug 7, 2025 |
Seeking Alpha |
Nelson Alves |
Opendoor Technologies Inc.
|
Real Estate |
Real Estate Services |
Bull
|
NASDAQ |
— |
View Pitch |