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YOU’RE NOT BULLISH ENOUGH ABOUT $OPEN
Today, I spoke with Raunaq Singh of ROAM (ex-Opendoor for 4 years and $UBER Ops for 2+ years).
We did the math.
If $OPEN goes “fully AI,” ditches iBuying, and goes all-in on an asset-lite model and articulated its strategy fully to Wall St…
…its shares should be trading at $58/share TODAY - not $3.
(Thread 🧵)
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