Opendoor - $OPEN v/s Offerpad - $OPAD - Who is the better operator?
Offerpad is a better operator.

Why? Simple Offerpad generates more profit potential(contribution margin per unit) and actual profits(net income per unit).


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Read this on your blog this morning and enjoyed it. Interesting the different strategies the two are taking. Opendoor going all out for scale, Offerpad focusing more on operations. Appreciate the head to head comparison.
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$OPEN vs $OPAD - Who will dominate the iBuying Market?
I have always been confused about which horse to pick to ride the iBuying market growth.
$OPAD is operationnaly exceptional.
$OPEN is exceptional gaining traction, raising capital, and capturing market share.
Since both businesses are built on core network effects, I am choosing $OPEN as the winner long-term in this market.
iBuying MacroTalk
The sentiment around iBuyers has changed quite drastically from bullish to bearish in the past couple of months. While iBuying certainly has a lot of risks, it also has huge potential when executed right.

The latest Fincredible MacroTalk covers what company executives are saying regarding iBuying. It has quotes from $ZG $Z $RDFN $OPEN $LEN $OPAD $COMP $VGR

Here are the quotes I found most interesting regarding the benefits to sellers and the risks to iBuyers:

Benefits


Risks


If you'd like to read the whole post, here's the link: Fincredible MacroTalk iBuying
Getting more interested in iBuying. I like that sentiment is bad. I don't think everyone will be able to succeed here, but I also think there is room for at least one or two successful players in the space.
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