[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Albert Alan [@_AlbertAlan](/creator/twitter/_AlbertAlan) on x 2800 followers Created: 2025-07-19 22:49:24 UTC Dear $OPEN Investors, First, I want to thank @brandonromanek for bringing this to my attention. Several individuals had tagged Eric Jackson under my recent post, likely because of his reputation for being responsive in the investing space. Unfortunately, he has not responded. I want to make it clear that I hold no animosity toward anyone. My goal is rooted in respect and genuine care for the investing community. What I bring forward is based on a first-principles approach using data, logic, and transparent reasoning. A fellow individual from Arizona mentioned that he asked Eric a simple question about trade disclosures. It is important to recognize that the Securities and Exchange Commission takes these matters seriously. Under SEC Rule 10b5-1, selective disclosure of trades can raise legal and ethical concerns, particularly around insider trading. This is not about personal judgment, but about upholding objective standards that protect all participants in the market. This leads to a broader and more important question. If institutions are allowed a three-month delay before disclosing trades, why not go beyond the minimum and demonstrate leadership by being fully transparent from the start? Submit the filing as soon as possible and let the public evaluate your moves in real time. Transparency builds trust. This same logic applies when analyzing companies like OpenDoor. There are positives to note. The company has projected potential positive EBITDA for the second quarter of 2025. Trading volume recently hit an all-time high with over XXX billion shares exchanged, more than twice the number of outstanding shares. There is also an increase in short interest, which could suggest a potential short squeeze. However, the fundamentals remain weak. The company continues to generate negative free cash flow and negative net income. Rate cuts may help lower refinancing costs temporarily, but they do not solve deeper issues within the business model. Investors must ask, what is the company’s lasting competitive advantage? Where is the economic moat? From a first-principles investing perspective, influenced by the teachings of Benjamin Graham, Warren Buffett, and Charlie Munger, the focus should always remain on intrinsic value and business fundamentals. Unfortunately, this framework is often overlooked by many retail investors who focus more on hype than substance. It is like bringing a calculator to a high school party. It may not be popular, but it is the right tool if your goal is to make smart decisions. When reality fails to meet inflated expectations, and the stock declines, many retail investors react with frustration. But that outcome is often a result of neglecting due diligence. Our mission remains the same. We are here to elevate financial literacy and encourage clear thinking in a noisy market.  XXXXX engagements  **Related Topics** [investment](/topic/investment) [$open](/topic/$open) [Post Link](https://x.com/_AlbertAlan/status/1946703948666282162)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Albert Alan @_AlbertAlan on x 2800 followers
Created: 2025-07-19 22:49:24 UTC
Dear $OPEN Investors,
First, I want to thank @brandonromanek for bringing this to my attention. Several individuals had tagged Eric Jackson under my recent post, likely because of his reputation for being responsive in the investing space. Unfortunately, he has not responded. I want to make it clear that I hold no animosity toward anyone. My goal is rooted in respect and genuine care for the investing community. What I bring forward is based on a first-principles approach using data, logic, and transparent reasoning. A fellow individual from Arizona mentioned that he asked Eric a simple question about trade disclosures. It is important to recognize that the Securities and Exchange Commission takes these matters seriously. Under SEC Rule 10b5-1, selective disclosure of trades can raise legal and ethical concerns, particularly around insider trading. This is not about personal judgment, but about upholding objective standards that protect all participants in the market.
This leads to a broader and more important question. If institutions are allowed a three-month delay before disclosing trades, why not go beyond the minimum and demonstrate leadership by being fully transparent from the start? Submit the filing as soon as possible and let the public evaluate your moves in real time. Transparency builds trust. This same logic applies when analyzing companies like OpenDoor. There are positives to note. The company has projected potential positive EBITDA for the second quarter of 2025. Trading volume recently hit an all-time high with over XXX billion shares exchanged, more than twice the number of outstanding shares. There is also an increase in short interest, which could suggest a potential short squeeze. However, the fundamentals remain weak. The company continues to generate negative free cash flow and negative net income. Rate cuts may help lower refinancing costs temporarily, but they do not solve deeper issues within the business model. Investors must ask, what is the company’s lasting competitive advantage? Where is the economic moat?
From a first-principles investing perspective, influenced by the teachings of Benjamin Graham, Warren Buffett, and Charlie Munger, the focus should always remain on intrinsic value and business fundamentals. Unfortunately, this framework is often overlooked by many retail investors who focus more on hype than substance. It is like bringing a calculator to a high school party. It may not be popular, but it is the right tool if your goal is to make smart decisions. When reality fails to meet inflated expectations, and the stock declines, many retail investors react with frustration. But that outcome is often a result of neglecting due diligence. Our mission remains the same. We are here to elevate financial literacy and encourage clear thinking in a noisy market.
XXXXX engagements
Related Topics investment $open