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Robbie Bouschery's avatar

Another excellent post - thanks for your work in putting this together!

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No way's avatar

Dude, put down the pipe. Barely double digit gross margins before carrying costs and corp overhead (which they don’t fully allocate to their homes, very fraudulent unit economics). There’s also a million competitors and no brand loyalty in ibuying. They keep talking about Phoenix, everyone is doing great there. What about Dallas??? Complete disaster for them. Opendoor is desperate for cash. The company is actually crumbling.

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