Dino

Founder of SHARES | Long-term investor focused on technology, AI, energy and space.
Tracking $OPEN since 2021

[Dino @Dan_Israel1]

The best tip you can give to a new founder?

Not cliches😉

[Dino @Dan_Israel1]

Have been wondering if people like to share there portfolio in public.

No amounts no returns

Just companies.

Here I’ll start:
$OPEN $INTC $RKLB $CIEN $SMR $OKLO $IRDM $NVTS $RDW $FLEX $LEU $AEHR $ONTO

[Dino @Dan_Israel1]

@allyouneedgrth Good one, learning from the process

[Dino @Dan_Israel1]

I have made the stupidest thing a new founder can make, I had an idea, ran into building it, always modifying it because I thought it still does not look good.

6 months later - nothing happened.

I have a nice to have app with few users and 0 engagement.

Starting again, let's go.

[Dino @Dan_Israel1]

@Joi2James https://t.co/n61kW58MFT

[Dino @Dan_Israel1]

@lightsilver323 https://t.co/n61kW58eQl

[Dino @Dan_Israel1]

@MrNeverSell Couldn’t have said it better.
learn from my own mistakes, not blaming anyone else.

[Dino @Dan_Israel1]

This is exactly when a real long-term investment mindset comes into play.
We won’t always get the numbers, announcements, or results we expected.

Long-term investing means knowing which things actually matter: strong leadership, execution, product, and vision.

One weak week doesn’t change the thesis.
$OPEN’s job is to keep executing.
Our job is to look beyond the short-term noise and judge whether the long-term story is still intact.

[Dino @Dan_Israel1]

@WaiWaiChen666 The 47 homes/day estimate is interesting, but what gets me more bullish is that $OPEN is getting close while the macro is still fighting them. Prove the model here, and a better housing market becomes pure leverage.

[Dino @Dan_Israel1]

@nejatian @BenLPatton @Aubermark Sent you a DM on this, I’d happy to help solve this problem.🙏

[Dino @Dan_Israel1]

One of the beliefs behind SHARES comes from the way I’ve always approached investing.

If I decide to buy a stock, I believe I’m taking responsibility for that decision.

And for me, that means trying to understand the company as deeply as I can.

Not just the stock price or the latest earnings.

The business. The people running it. The strategy. The competition. The risks. The numbers. And what actually needs to happen for the company to succeed.

I’ve always felt that owning a stock should make you want to know more about the company behind it.

That belief is a big part of why I started building SHARES.

Curious how many people here relate to this way of investing?

[Dino @Dan_Israel1]

I’ve decided to openly share my journey of building a startup.

I want to learn from as many people as I can, help others where I can, and hopefully build great things while becoming part of this ecosystem.

If you’re building, investing, working with startups, or just interested in this world, I’d love to hear from you.

#SHARES #BuildingInPublic #Startups

[Dino @Dan_Israel1]

@BenLPatton $OPEN doesn’t need to own discovery or every listing, it needs to own the transaction layer. Home Loans coming out of beta makes this vision feel a lot less theoretical.

[Benjamin Patton @BenLPatton]

I’ve been sharing my thoughts on $OPEN a lot recently, but I think everyone is thinking about $OPEN’s 3P marketplace backwards.

They don’t need to wait for sellers to list with them.

They can pull EVERY available home on Opendoor via MLS/IDX.

Then add one button:

“Buy with Opendoor.”

Found the house on Zillow? Great.

Buy it through $OPEN.

Opendoor handles:

🏦 Below-market mortgage
📄 Title + escrow
🛡️ Insurance + title insurance
🏠 Warranty
⚡ Faster closing

The seller doesn’t need to change anything.

The listing agent still gets paid.

But Opendoor owns the checkout.

Amazon is the perfect analogy.

You discover a product somewhere else, then buy it on Amazon because checkout is easy, your account is already there, delivery is fast, and you trust the transaction.

Now apply that to the largest purchase of everyone’s life:

“I found the house on Zillow. I’ll just buy it through Opendoor.”

THAT would be the killer $OPEN strategy.

Zillow owns discovery.

MLS owns the database.

Agents own the relationship.

Opendoor owns the transaction.

And here’s where the flywheel gets NASTY:

Once OPEN can show that homes listed with them close just 20% faster where do you think sellers will want to list their homes first?

$OPEN doesn’t have to replace MLS to win.

It just has to become the Amazon checkout button for American housing.
@nejatian @morganb @scottfelsenthal

[Dino @Dan_Israel1]

@nejatian Alright alright alright

[Dino @Dan_Israel1]

@MrNeverSell @chuckd1234567 Best strategy ever

[Dino @Dan_Israel1]

@mudirshin Yesss

[Dino @Dan_Israel1]

Big move from $OPEN today.

Opendoor Home Loans is officially out of beta, offering 30-, 20- and 15-year fixed mortgages alongside adjustable-rate options.

This is bigger than just adding another product.

The long-term vision for Opendoor is to own more of the home transaction, not only buying and selling the house, but increasingly the financing layer around it.

Kaz put it simply:

“We can’t control the market rate, but we can control the cost and friction around it.”

Another piece of the Opendoor ecosystem coming together. 🏠$OPEN

[Dino @Dan_Israel1]

$OPEN investors should be watching the long end of the bond market closely.

The U.S. 30Y is back around 5.27%, while Japanese yields are becoming increasingly competitive at home. If Japanese institutions reduce Treasury demand, that could keep upward pressure on U.S. yields, and mortgage rates with them.

For Opendoor, that means the macro may stay difficult for longer.