<p><strong>Opendoor Technologies, Inc.</strong> 是否可能成为住房领域的亚马逊？直言不讳的股票推广者 <strong>Eric Jackson</strong> 认为是的。</p>
<ul>
<li><em>OPEN 股票在周五回调。</em> <em>查看所有最近的报道。</em></li>
</ul>
<h2>看涨理由</h2>
<p>Jackson 在周五的独立投资者峰会上与 <strong>Phil Rosen</strong> 分享了他对 Opendoor 的乐观展望。</p>
<p>“管理层的问题现在已经解决，” Jackson 说。</p>
<p>他指出本周发生的重大领导层变动是他看涨该股票的一个支柱。</p>
<p>“当他们刚刚进行了如此重大的管理变更，聘请了前 Shopify 首席运营官 <strong>Kaz Nejatian</strong> 担任 Open 的首席执行官时，你怎么能不看涨呢？公司的联合创始人 <strong>Keith Rabois</strong> 和 <strong>Eric Wu</strong> 也回到了董事会，” Jackson 表示。</p>
<p>Jackson 认为 Opendoor 的商业模式能够降低成本，并简化买卖房屋的体验，就像 <strong>Amazon.com, Inc.</strong> 改革零售一样。</p>
<p>“这是一只可能成为住房领域亚马逊的股票，” Jackson 说。</p>
<p>他甚至进一步预测，Opendoor 可能首先主导美国的住房市场，然后扩展到国际市场，</p>
<h2>看跌理由</h2>
<p>随后，Rosen 请 Jackson 提出他对 Opendoor 的潜在看跌理由。</p>
<p>Jackson 说，利率长期保持高位的可能性是 Opendoor 最大的风险。</p>
<p>他还指出 Rabois 的削减成本思维可能会使 Opendoor 处于一个 “风险过渡期”，公司将不得不适应一个更小的员工队伍。</p>
<p>Jackson 提出的最后一个看跌理由是未来盈利增长的担忧。他提出了一个问题，即公司如何从三年来的第一个 EBITDA 正季度转变为一个可持续盈利的模式。</p>
<p>Jackson 没有提出解决最后一个看跌理由的方案。也许这是新管理团队在接管 Opendoor 时需要关注的事情。</p>
<ul>
<li><strong>甲骨文股票因 4550 亿美元的收入管道飙升：华尔街在热议什么</strong></li>
</ul>
<p><em>照片来源：Shutterstock</em></p>

OPEN

<p>股票推广者 Eric Jackson 认为，Opendoor Technologies, Inc.在经历了重大管理变动后，包括前 Shopify 首席运营官 Kaz Nejatian 被任命为首席执行官，可能会成为 “住房的亚马逊”。他看到 Opendoor 在简化买卖房屋方面的潜力。然而，Jackson 也强调了风险，例如持续的高利率和公司在过渡到更小的员工队伍时对未来盈利能力的担忧。他没有为这些挑战提供解决方案，留给新的管理团队去应对</p>

<p>Could <strong>Opendoor Technologies, Inc.</strong> OPEN be the Amazon of housing?Outspoken stock promoter <strong>Eric Jackson</strong> thinks so.</p>
<div class="lb-trans"><p><strong>Opendoor Technologies, Inc.</strong> 是否可能成为住房领域的亚马逊？直言不讳的股票推广者 <strong>Eric Jackson</strong> 认为是的。</p>
</div><ul>
<li><em>OPEN stock pulled back on Friday.</em> <em>See all of the recent coverage here.</em></li>
</ul>
<div class="lb-trans"><ul>
<li><em>OPEN 股票在周五回调。</em> <em>查看所有最近的报道。</em></li>
</ul>
</div><h2>The Bull Case</h2>
<div class="lb-trans"><h2>看涨理由</h2>
</div><p>Jackson shared his optimistic vision for Opendoor with <strong>Phil Rosen</strong> at the Independent Investor Summit on Friday.</p>
<div class="lb-trans"><p>Jackson 在周五的独立投资者峰会上与 <strong>Phil Rosen</strong> 分享了他对 Opendoor 的乐观展望。</p>
</div><p>&#34;The management question has been resolved now,&#34; Jackson said.</p>
<div class="lb-trans"><p>“管理层的问题现在已经解决，” Jackson 说。</p>
</div><p>He pointed to major leadership changes that took place this week as one pillar of his bullish thesis for the stock.</p>
<div class="lb-trans"><p>他指出本周发生的重大领导层变动是他看涨该股票的一个支柱。</p>
</div><p>&#34;How could you not be bullish when they just did this huge management change, when they brought in <strong>Kaz Nejatian</strong> who is the former COO of Shopify to be the CEO of Open. <strong>Keith Rabois</strong>, <strong>Eric Wu</strong> cofounders of the company have come back onto the board of directors,&#34; Jackson stated.</p>
<div class="lb-trans"><p>“当他们刚刚进行了如此重大的管理变更，聘请了前 Shopify 首席运营官 <strong>Kaz Nejatian</strong> 担任 Open 的首席执行官时，你怎么能不看涨呢？公司的联合创始人 <strong>Keith Rabois</strong> 和 <strong>Eric Wu</strong> 也回到了董事会，” Jackson 表示。</p>
</div><p>Jackson sees Opendoor's business model as able to lower the cost and simplify the experience of buying and selling a home in the same way that <strong>Amazon.com, Inc.</strong> AMZN revolutionized retail.</p>
<div class="lb-trans"><p>Jackson 认为 Opendoor 的商业模式能够降低成本，并简化买卖房屋的体验，就像 <strong>Amazon.com, Inc.</strong> 改革零售一样。</p>
</div><p>&#34;This is a stock that could be the Amazon of housing,&#34; Jackson said.</p>
<div class="lb-trans"><p>“这是一只可能成为住房领域亚马逊的股票，” Jackson 说。</p>
</div><p>He also went so far as to project that Opendoor could dominate the housing market first in the United States and then expand internationally,</p>
<div class="lb-trans"><p>他甚至进一步预测，Opendoor 可能首先主导美国的住房市场，然后扩展到国际市场，</p>
</div><h2>The Bear Case</h2>
<div class="lb-trans"><h2>看跌理由</h2>
</div><p>Rosen then asked Jackson to present his potential bear case for Opendoor.</p>
<div class="lb-trans"><p>随后，Rosen 请 Jackson 提出他对 Opendoor 的潜在看跌理由。</p>
</div><p>Jackson said that an unlikely scenario where interest rates remain higher for longer is the biggest for Opendoor.</p>
<div class="lb-trans"><p>Jackson 说，利率长期保持高位的可能性是 Opendoor 最大的风险。</p>
</div><p>He also pointed to Rabois' cost-cutting mindset that could potentially place Opendoor in a &#34;risky transition period&#34; when the company would have to adjust to a much smaller workforce.</p>
<div class="lb-trans"><p>他还指出 Rabois 的削减成本思维可能会使 Opendoor 处于一个 “风险过渡期”，公司将不得不适应一个更小的员工队伍。</p>
</div><p>The final bear case Jackson presented was future profitability growth concerns. He posed a question of how the company would move from its first EBITDA positive quarter in three years to a model that is sustainably profitable.</p>
<div class="lb-trans"><p>Jackson 提出的最后一个看跌理由是未来盈利增长的担忧。他提出了一个问题，即公司如何从三年来的第一个 EBITDA 正季度转变为一个可持续盈利的模式。</p>
</div><p>Jackson didn't present a solution to the final bear case. Perhaps this is something the new management team will focus on as they assume the reins at Opendoor.</p>
<div class="lb-trans"><p>Jackson 没有提出解决最后一个看跌理由的方案。也许这是新管理团队在接管 Opendoor 时需要关注的事情。</p>
</div><ul>
<li><strong>Oracle Stock Rockets On $455 Billion Revenue Pipeline: Here’s What Wall Street Is Buzzing About</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>甲骨文股票因 4550 亿美元的收入管道飙升：华尔街在热议什么</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Opendoor Is A 'Stock That Could Be The Amazon Of Housing': Eric Jackson

- Eric Jackson 认为 Opendoor 可能成为住房领域的 “亚马逊”。  
- 他指出管理层变动是看涨的关键因素。  
- 但高利率和盈利增长的担忧是潜在风险。  

Opendoor 是一只 ‘可能成为住房领域亚马逊’ 的股票：Eric Jackson