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Opendoor target of eighty-two dollars by 2028

The guest reiterated a highly bullish long-term thesis on Opendoor, projecting the stock could reach eighty-two dollars by 2028.

The argument

The guest highlighted the leadership of CEO Kaz Nejatian, who left a high-paying role at Shopify because of his deep conviction in Opendoor's real estate disruption mission. Despite the stock pulling back from its recent highs, the guest remains a committed holder.

The thesis, stress-tested
✓ What validates it
  • Opendoor demonstrates accelerating market share growth under CEO Kaz Nejatian's leadership
▸ Risks discussed
  • High interest rates and housing market stagnation can slow down transaction volumes
Hear it yourself
"So that's a 10 x in two and a half years? Yeah. Well, yeah. Yeah. A little bit more, if if if I'm right about 82. But they have a great CEO, Kaz Najadi, and he was the COO of of Shopify. He left that job."
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