Federico R. T. Ferrari

Hey @grok how did $OPEN perform since @milealfred joined the board a few days ago? Look at current stock price.

My $OPEN scorecard updates every weekday. It knew you should have stayed away. Check and subscribe: opendoor.thisisfed.xyz

Hey @grok quick one: how much is @nejatian down on his $OPEN positions? Give it to us gently, because a lot of retail is still holding and stacking. 🫡

New on my $OPEN scorecard: all 12 Opendoor markets side by side. Median: 64 days on market, 40 price cuts per 100 listings (US: 33), asking prices -2.6%. Cuts are easing faster than nationally. Charlotte is the one to watch. @nejatian opendoor.thisisfed.xyz

$OPEN scorecard after Q3 earnings: 4.14/10 (D) Down 1.24 from 5.38 (C). Why it moved: Unit economics 7.3 → 2.2 (contribution margin 5.8% → 3.3% QoQ) and Profitability 3.9 → 1.9 (Adj. EBITDA margin −0.5% → −3.0%). ✅ Acquisitions +316% YoY, sales growing, stock still cheap vs sales ❌ Thin home margins, still losing money overall, missing targets, behind on year-end profitability Full scorecard: opendoor.thisisfed.xyz

$OPEN Vs $Z stock-scorecard-eosin.vercel…

$OPEN rose 14% yesterday. Its scorecard went down. 5.40 → 5.38: a pricier stock scores lower on valuation (price/book 2.29x → 2.61x), which outweighed the momentum gain. Every move now explains itself. Q3 results tonight. thisisfed.github.io/opendoor…

How is it early at 8:16? @claudeai

I built a free, independent $OPEN scorecard. Updated every weekday from SEC filings, Opendoor's tracker, the stock price, mortgage rates and Realtor data. thisisfed.github.io/opendoor… Today: 5.38/10 ( C ) Is it accurate? What would you add? @nejatian @rabois @vu0tran @araa3185 @rud_dudd @fahdananta @jeffye888 @morganb

How many times has @MartinShkreli claimed Intel earnings are catastrophic for $AMD? Broken clock, dude, it must be the flu.

Independent $OPEN scorecard, rebuilt every weekday from SEC filings, prices and Opendoor's own tracker. 5.07/10, a C: ✅ Healthy margins, growing sales ❌ Losses, missed targets, dilution thisisfed.github.io/opendoor… @Opendoor @nejatian @rabois @ericwu01 @adambain @ericjackson

Why a C: ✅ Each home sale earns a healthy margin ✅ Sales are growing again ❌ Still loses money overall ❌ Q3 homes sold: 2,728 vs 2,934 expected ❌ Share count up 20% in a year @nejatian @rabois @ericwu01 @ericjackson: what would you add or weigh differently?

To make someone rich, don't add to his money, subtract from his desires.

What happened to @lecreuset? Bought a 26cm cast iron casserole in 2021 for £209.88 today it's £374.97. @grok what's the increase in %?

Hey @grok give me a good/positive news from today? Can you please send me one a day?