Jamal

My problem with $SRXH isn't the dog food business, toxic loans and discretionary investments. It’s Eric Jackson’s compensation package. Straight from the official merger filing: 1️⃣ $360k base salary 2️⃣ $1M signing bonus 3️⃣ Massive equity grants tied to market cap milestones 👇

$OPEN If you could force Opendoor management to answer one question publicly, what would you ask?

What's the one stock you wish you could see the future of? I'll start. Opendoor $OPEN

How to spot an AI written financial post: Impersonal Comprehensive Balanced Long Uses precise stats (eg. 6.47% ) Full of adjectives and adverbs Full of dashes, HYPHENS and arrows It's not this, it's THAT asks rhetorical questions. What else ?

9,000 sellers come to $OPEN every week. More than 8,500 choose to list elsewhere. That's 440,000+ potential customers a year for List with Opendoor. And potentially mortgage and other services too. 🔑 How many of these sellers could Opendoor convert into paying customers?

What would you do if you had a time machine? $OPEN

$OPEN I've received a lot of DMs asking me what I think about Opendoor and what shareholders should do. First, I'm sorry to everyone I haven't been able to respond to individually. Rather than keep answering the same questions, I decided to put my thoughts together. Here they are

🔥 Opendoor drops is $OPEN weekly fire sale Event: This week's deals: 🏠 1,025 homes on sale 💰 Prices starting at $96K, 20% below their August asking price. 🏦 Mortgage rates as low as 5.375%. opendoor.com/drop

Eric Jackson is getting paid to promote Chinese penny stocks like $SDA. $SRXH $OPEN

In Opendoor's Q3 Financial $OPEN House video, Chief Growth Officer Morgan Brown posed as a happy customer.

Die Nasty $OPEN

$OPEN Opendoor sold 2,728 homes in Q3. It lost $218 million. That's nearly $80K per home sold. 🔑 What does $80K get you in your city

The notes on my $OPEN chart. I think I'll lower the targets.

$OPEN Opendoor has now erased all of its 2025 gains. Still trading at 3x its 2025 low.

$OPEN ceo Kaz nejatian explains why Opendoor's iBuying business is hard to scale: 1️⃣ It has to overpay sellers to grow. 2️⃣ It has to own more homes and take on more inventory risk. 3️⃣ It has to keep hiring more people to grow. 🔑 What would you do if you were running Opendoor?

I think $OPEN is positioning itself as $UBER for Realtors. Kaz's comments about seller adoption are interesting, especially given how recently List with Opendoor launched. Realtors should reach out and find out what Opendoor is building.

$OPEN List with Opendoor launched on October 29. Kaz says roughly half of sellers in Opendoor's DTC funnel are choosing listing or Cash Now, More Later. Very interesting development. Good sign if true.

In the short run, the market is a popularity contest. In the long run, it's a lie detector.

$OPEN Simple Opendoor fact: Revenue ⁻ Cost of revenue ⁻ Direct selling costs ⁻ Holding costs = Negative CONTRIBUTION MARGIN. And that’s BEFORE adding net interest and other transaction expenses.