Six months ago we set out to build an engine that could track the performance of a fascinating and yet deeply misunderstood technology company -- Opendoor. Opendoor is doing the hard things, not just building software, not just moving bits around ...

In September 2020, Opendoor released its first public investor presentation. Management laid out an audacious goal to one day operate in 100 markets, claiming 4% share of all U.S. residential real estate transactions. In the words of Zillow CEO R...

Opendoor reported earnings last Thursday, blowing the doors off consensus estimates. Massive beat on the top and bottom lines, stellar guidance and the team’s first profitable quarter to boot. Yet the bears have already begun to regroup, claiming...

Q1 was a record-breaking quarter for Opendoor. We expect the company to beat consensus estimates on both the top and bottom lines. Notably, our estimates imply: Revenue up 610% year over year Gross profit up nearly 2X sequentially Adjusted EBITDA...

Data are strange. You have a choice in the information you choose to consume and rely on. So when it comes to financial results for Opendoor, a technology company listed on the NYSE, it's undeniably strange you're reading this email. It's even str...