<p><strong>Opendoor Technologies, Inc.</strong> 是否可能成為住房領域的亞馬遜？直言不諱的股票推廣者 <strong>Eric Jackson</strong> 認為是的。</p>
<ul>
<li><em>OPEN 股票在週五回調。</em> <em>查看所有最近的報道。</em></li>
</ul>
<h2>看漲理由</h2>
<p>Jackson 在週五的獨立投資者峯會上與 <strong>Phil Rosen</strong> 分享了他對 Opendoor 的樂觀展望。</p>
<p>“管理層的問題現在已經解決，” Jackson 説。</p>
<p>他指出本週發生的重大領導層變動是他看漲該股票的一個支柱。</p>
<p>“當他們剛剛進行了如此重大的管理變更，聘請了前 Shopify 首席運營官 <strong>Kaz Nejatian</strong> 擔任 Open 的首席執行官時，你怎麼能不看漲呢？公司的聯合創始人 <strong>Keith Rabois</strong> 和 <strong>Eric Wu</strong> 也回到了董事會，” Jackson 表示。</p>
<p>Jackson 認為 Opendoor 的商業模式能夠降低成本，並簡化買賣房屋的體驗，就像 <strong>Amazon.com, Inc.</strong> 改革零售一樣。</p>
<p>“這是一隻可能成為住房領域亞馬遜的股票，” Jackson 説。</p>
<p>他甚至進一步預測，Opendoor 可能首先主導美國的住房市場，然後擴展到國際市場，</p>
<h2>看跌理由</h2>
<p>隨後，Rosen 請 Jackson 提出他對 Opendoor 的潛在看跌理由。</p>
<p>Jackson 説，利率長期保持高位的可能性是 Opendoor 最大的風險。</p>
<p>他還指出 Rabois 的削減成本思維可能會使 Opendoor 處於一個 “風險過渡期”，公司將不得不適應一個更小的員工隊伍。</p>
<p>Jackson 提出的最後一個看跌理由是未來盈利增長的擔憂。他提出了一個問題，即公司如何從三年來的第一個 EBITDA 正季度轉變為一個可持續盈利的模式。</p>
<p>Jackson 沒有提出解決最後一個看跌理由的方案。也許這是新管理團隊在接管 Opendoor 時需要關注的事情。</p>
<ul>
<li><strong>甲骨文股票因 4550 億美元的收入管道飆升：華爾街在熱議什麼</strong></li>
</ul>
<p><em>照片來源：Shutterstock</em></p>

OPEN

<p>股票推廣者 Eric Jackson 認為，Opendoor Technologies, Inc.在經歷了重大管理變動後，包括前 Shopify 首席運營官 Kaz Nejatian 被任命為首席執行官，可能會成為 “住房的亞馬遜”。他看到 Opendoor 在簡化買賣房屋方面的潛力。然而，Jackson 也強調了風險，例如持續的高利率和公司在過渡到更小的員工隊伍時對未來盈利能力的擔憂。他沒有為這些挑戰提供解決方案，留給新的管理團隊去應對</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> 是否可能成為住房領域的亞馬遜？直言不諱的股票推廣者 <strong>Eric Jackson</strong> 認為是的。</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 股票在週五回調。</em> <em>查看所有最近的報道。</em></li>
</ul>
</div><h2>The Bull Case</h2>
<div class="lb-trans"><h2>看漲理由</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 在週五的獨立投資者峯會上與 <strong>Phil Rosen</strong> 分享了他對 Opendoor 的樂觀展望。</p>
</div><p>&#34;The management question has been resolved now,&#34; Jackson said.</p>
<div class="lb-trans"><p>“管理層的問題現在已經解決，” Jackson 説。</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>他指出本週發生的重大領導層變動是他看漲該股票的一個支柱。</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>“當他們剛剛進行了如此重大的管理變更，聘請了前 Shopify 首席運營官 <strong>Kaz Nejatian</strong> 擔任 Open 的首席執行官時，你怎麼能不看漲呢？公司的聯合創始人 <strong>Keith Rabois</strong> 和 <strong>Eric Wu</strong> 也回到了董事會，” 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 認為 Opendoor 的商業模式能夠降低成本，並簡化買賣房屋的體驗，就像 <strong>Amazon.com, Inc.</strong> 改革零售一樣。</p>
</div><p>&#34;This is a stock that could be the Amazon of housing,&#34; Jackson said.</p>
<div class="lb-trans"><p>“這是一隻可能成為住房領域亞馬遜的股票，” Jackson 説。</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>他甚至進一步預測，Opendoor 可能首先主導美國的住房市場，然後擴展到國際市場，</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>隨後，Rosen 請 Jackson 提出他對 Opendoor 的潛在看跌理由。</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 説，利率長期保持高位的可能性是 Opendoor 最大的風險。</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>他還指出 Rabois 的削減成本思維可能會使 Opendoor 處於一個 “風險過渡期”，公司將不得不適應一個更小的員工隊伍。</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 提出的最後一個看跌理由是未來盈利增長的擔憂。他提出了一個問題，即公司如何從三年來的第一個 EBITDA 正季度轉變為一個可持續盈利的模式。</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 沒有提出解決最後一個看跌理由的方案。也許這是新管理團隊在接管 Opendoor 時需要關注的事情。</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 億美元的收入管道飆升：華爾街在熱議什麼</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片來源：Shutterstock</em></p>
</div>

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

- Eric Jackson 認為 Opendoor 可能成為住房領域的 “亞馬遜”。  
- 他指出管理層變動是看漲的關鍵因素。  
- 但高利率和盈利增長的擔憂是潛在風險。  

Opendoor 是一隻 ‘可能成為住房領域亞馬遜’ 的股票：Eric Jackson