[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 2795 followers Created: 2025-07-20 00:13:58 UTC Dear $OPEN Investors, A recent article on Seeking Alpha argues that Opendoor’s stock rally is unjustified, claiming the iBuying model remains unproven and that the business is fundamentally flawed. The author makes several fair and data-backed points highlighting, for example, that XX% of Opendoor’s homes were on the market for over XXX days by Q1 2025 (up from XX% a year prior), and rightly questioning whether profitability is realistic when the company couldn’t achieve it even during the red-hot housing market of 2021. These are real concerns, and investors should always weigh both the bullish and bearish perspectives. However, one major omission undermines the balance of the piece: the author completely ignores the company's Q2 2025 positive adjusted EBITDA guidance. While this doesn’t mean OpenDoor is net income or free cash flow positive yet, it is a sign of operational improvement and when a capital-heavy business starts moving toward EBITDA positivity, it’s an early indicator that management is tightening execution. Under new leadership, Opendoor has been adjusting its strategy, cutting back on new home purchases, and forming partnerships to increase efficiency. Dismissing the entire business model as dead while overlooking this progress is intellectually lazy.  XXXXX engagements  **Related Topics** [homes](/topic/homes) [$open](/topic/$open) [Post Link](https://x.com/_AlbertAlan/status/1946725233299529746)
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Albert Alan @_AlbertAlan on x 2795 followers
Created: 2025-07-20 00:13:58 UTC
Dear $OPEN Investors,
A recent article on Seeking Alpha argues that Opendoor’s stock rally is unjustified, claiming the iBuying model remains unproven and that the business is fundamentally flawed. The author makes several fair and data-backed points highlighting, for example, that XX% of Opendoor’s homes were on the market for over XXX days by Q1 2025 (up from XX% a year prior), and rightly questioning whether profitability is realistic when the company couldn’t achieve it even during the red-hot housing market of 2021. These are real concerns, and investors should always weigh both the bullish and bearish perspectives.
However, one major omission undermines the balance of the piece: the author completely ignores the company's Q2 2025 positive adjusted EBITDA guidance. While this doesn’t mean OpenDoor is net income or free cash flow positive yet, it is a sign of operational improvement and when a capital-heavy business starts moving toward EBITDA positivity, it’s an early indicator that management is tightening execution. Under new leadership, Opendoor has been adjusting its strategy, cutting back on new home purchases, and forming partnerships to increase efficiency. Dismissing the entire business model as dead while overlooking this progress is intellectually lazy.
XXXXX engagements
