Ibrahim

Circle Operations

[Ibrahim @theshadeibrahim]

$OPEN

[RealOpenArmy @RealOpenArmy]

$OPEN Army, please use the form below to ask your question for Wednesday Q&A with Kaz. Please take a look at the questions there and vote them up if interesting to you. We might have to choose which questions to ask depending upon how much time we can have for the space.
https://t.co/SGqwe3dXtC

[Greek-Άλφα @GreekAlpha369]

$OPEN - We had an interview call with Ownify CEO Frank Rohde this AM. We will have a Space tomorrow, time TBD, on the highlights of that call. Here is a summary of some of the topics we discussed. 👇

[Ibrahim @theshadeibrahim]

$OPEN
#USA
Those living in America will naturally benefit from a smooth and fast experience when buying homes through Opendoor. It is not just a company that gives you a house; it is a national project for everything related to housing, offering a luxurious way to buy and sell."

[Wally Buck @WallyBuck]

@mikealfred thanks for the follow man.
Long $OPEN is an easy call. I found the stock following Mr having an incredible experience using Opendoor as someone who needed to participate in a wholesale transaction.

Opendoor dominates the RE wholesaling space. Especially with “Cash Now More Later”.

Would love to see core 3P KPIs added to the https://t.co/w5jmm8dMXA dashboard. As this is the most important aspect of the company’s future (IMO).

[Ibrahim @theshadeibrahim]

@Harvie3Culley https://t.co/YiWpAm1wcl

[the wise apeman @wiseapeman]

Met a handful of $OPEN leaders over pickleball world championship game this weekend. The conviction they have in what they’re building was striking. It took me back almost 15 years.

I was at a business conference in Austin when I ended up sharing drinks with a couple of $AMZN product guys. Amazon was getting crushed in the market back then. I was convinced it would fail. How do you sell clothes and shoes online when people want to try them on? How do you offer two-day shipping without destroying margins? They weren’t profitable yet and were burning money. The books told me Amazon wouldn’t work. I used to think like Daye.

I remember debating those guys. I don’t remember their names, but I remember their faces clearly because time taught me how wrong I was.

This weekend felt eerily familiar. Except this time, I’m on the believer’s side of the table.

I see the internal progress, improving metrics, the talent, and the willingness to experiment and evolve. Have all the targets been hit? No. Have some goalposts moved? Absolutely. The stock price reflects plenty of skepticism, and the company has work to do.

But here’s how I think about $OPEN: I’m not investing in a traditional value stock. I’m underwriting a venture-scale thesis.

The bet isn’t on where the stock trades next quarter. It’s on whether Opendoor can help build a digitally transformed, frictionless real estate transaction system. That’s a massive opportunity, and products like Opendoor are one piece of that vision.

VCs don’t write checks expecting to see how much someone else would pay for the same investment every second of the day. They underwrite a vision, a team, and the possibility of an entirely different outcome.

The energy I felt from Opendoor’s leadership this weekend reminded me of those Amazon guys in Austin.

And I know this time, I am on right side of the bet.

The market isn’t seeing it yet. I think that’s the opportunity.

$OPEN

PS: I got 100k wired into my brokerage waiting to pick up 100k more shares at $1.

[Ibrahim @theshadeibrahim]

@Retro_Maggie 5 hours

[Ibrahim @theshadeibrahim]

Wow

[KFC @kfc]

Today calls for a FREE Chicken Sandwich on us

[Ibrahim @theshadeibrahim]

❤️

[The White House @WhiteHouse]

NOW: @danawhite at the podium 👀

[Ibrahim @theshadeibrahim]

@FistPunch @MrsErikaKirk https://t.co/YiWpAm1wcl

[the wise apeman @wiseapeman]

Met a handful of $OPEN leaders over pickleball world championship game this weekend. The conviction they have in what they’re building was striking. It took me back almost 15 years.

I was at a business conference in Austin when I ended up sharing drinks with a couple of $AMZN product guys. Amazon was getting crushed in the market back then. I was convinced it would fail. How do you sell clothes and shoes online when people want to try them on? How do you offer two-day shipping without destroying margins? They weren’t profitable yet and were burning money. The books told me Amazon wouldn’t work. I used to think like Daye.

I remember debating those guys. I don’t remember their names, but I remember their faces clearly because time taught me how wrong I was.

This weekend felt eerily familiar. Except this time, I’m on the believer’s side of the table.

I see the internal progress, improving metrics, the talent, and the willingness to experiment and evolve. Have all the targets been hit? No. Have some goalposts moved? Absolutely. The stock price reflects plenty of skepticism, and the company has work to do.

But here’s how I think about $OPEN: I’m not investing in a traditional value stock. I’m underwriting a venture-scale thesis.

The bet isn’t on where the stock trades next quarter. It’s on whether Opendoor can help build a digitally transformed, frictionless real estate transaction system. That’s a massive opportunity, and products like Opendoor are one piece of that vision.

VCs don’t write checks expecting to see how much someone else would pay for the same investment every second of the day. They underwrite a vision, a team, and the possibility of an entirely different outcome.

The energy I felt from Opendoor’s leadership this weekend reminded me of those Amazon guys in Austin.

And I know this time, I am on right side of the bet.

The market isn’t seeing it yet. I think that’s the opportunity.

$OPEN

PS: I got 100k wired into my brokerage waiting to pick up 100k more shares at $1.

[Ibrahim @theshadeibrahim]

@cancelculting https://t.co/YiWpAm241T

[the wise apeman @wiseapeman]

Met a handful of $OPEN leaders over pickleball world championship game this weekend. The conviction they have in what they’re building was striking. It took me back almost 15 years.

I was at a business conference in Austin when I ended up sharing drinks with a couple of $AMZN product guys. Amazon was getting crushed in the market back then. I was convinced it would fail. How do you sell clothes and shoes online when people want to try them on? How do you offer two-day shipping without destroying margins? They weren’t profitable yet and were burning money. The books told me Amazon wouldn’t work. I used to think like Daye.

I remember debating those guys. I don’t remember their names, but I remember their faces clearly because time taught me how wrong I was.

This weekend felt eerily familiar. Except this time, I’m on the believer’s side of the table.

I see the internal progress, improving metrics, the talent, and the willingness to experiment and evolve. Have all the targets been hit? No. Have some goalposts moved? Absolutely. The stock price reflects plenty of skepticism, and the company has work to do.

But here’s how I think about $OPEN: I’m not investing in a traditional value stock. I’m underwriting a venture-scale thesis.

The bet isn’t on where the stock trades next quarter. It’s on whether Opendoor can help build a digitally transformed, frictionless real estate transaction system. That’s a massive opportunity, and products like Opendoor are one piece of that vision.

VCs don’t write checks expecting to see how much someone else would pay for the same investment every second of the day. They underwrite a vision, a team, and the possibility of an entirely different outcome.

The energy I felt from Opendoor’s leadership this weekend reminded me of those Amazon guys in Austin.

And I know this time, I am on right side of the bet.

The market isn’t seeing it yet. I think that’s the opportunity.

$OPEN

PS: I got 100k wired into my brokerage waiting to pick up 100k more shares at $1.

[Ibrahim @theshadeibrahim]

#XBOXSeriesX

[Ibrahim @theshadeibrahim]

#ps5

[Ibrahim @theshadeibrahim]

@gfaunaa @staticbluebat 😎

[Ibrahim @theshadeibrahim]

@ReaperCrew6666 @TheMattCardona 😁

[Ibrahim @theshadeibrahim]

@edgey_1 😎

[Ibrahim @theshadeibrahim]

😍

[The White House @WhiteHouse]

Under the Trump Administration, ambition is back. Momentum is back. Leadership is back. @NASA is BACK. 🚀🇺🇸

[Ibrahim @theshadeibrahim]

@DFF6769 😁

[Ibrahim @theshadeibrahim]

@aphasiaie @Angie1776q https://t.co/YiWpAm241T

[the wise apeman @wiseapeman]

Met a handful of $OPEN leaders over pickleball world championship game this weekend. The conviction they have in what they’re building was striking. It took me back almost 15 years.

I was at a business conference in Austin when I ended up sharing drinks with a couple of $AMZN product guys. Amazon was getting crushed in the market back then. I was convinced it would fail. How do you sell clothes and shoes online when people want to try them on? How do you offer two-day shipping without destroying margins? They weren’t profitable yet and were burning money. The books told me Amazon wouldn’t work. I used to think like Daye.

I remember debating those guys. I don’t remember their names, but I remember their faces clearly because time taught me how wrong I was.

This weekend felt eerily familiar. Except this time, I’m on the believer’s side of the table.

I see the internal progress, improving metrics, the talent, and the willingness to experiment and evolve. Have all the targets been hit? No. Have some goalposts moved? Absolutely. The stock price reflects plenty of skepticism, and the company has work to do.

But here’s how I think about $OPEN: I’m not investing in a traditional value stock. I’m underwriting a venture-scale thesis.

The bet isn’t on where the stock trades next quarter. It’s on whether Opendoor can help build a digitally transformed, frictionless real estate transaction system. That’s a massive opportunity, and products like Opendoor are one piece of that vision.

VCs don’t write checks expecting to see how much someone else would pay for the same investment every second of the day. They underwrite a vision, a team, and the possibility of an entirely different outcome.

The energy I felt from Opendoor’s leadership this weekend reminded me of those Amazon guys in Austin.

And I know this time, I am on right side of the bet.

The market isn’t seeing it yet. I think that’s the opportunity.

$OPEN

PS: I got 100k wired into my brokerage waiting to pick up 100k more shares at $1.

[Ibrahim @theshadeibrahim]

@LorenaR97671 🤚

[Ibrahim @theshadeibrahim]

@ecalypso @773tom79 https://t.co/YiWpAm241T

[the wise apeman @wiseapeman]

Met a handful of $OPEN leaders over pickleball world championship game this weekend. The conviction they have in what they’re building was striking. It took me back almost 15 years.

I was at a business conference in Austin when I ended up sharing drinks with a couple of $AMZN product guys. Amazon was getting crushed in the market back then. I was convinced it would fail. How do you sell clothes and shoes online when people want to try them on? How do you offer two-day shipping without destroying margins? They weren’t profitable yet and were burning money. The books told me Amazon wouldn’t work. I used to think like Daye.

I remember debating those guys. I don’t remember their names, but I remember their faces clearly because time taught me how wrong I was.

This weekend felt eerily familiar. Except this time, I’m on the believer’s side of the table.

I see the internal progress, improving metrics, the talent, and the willingness to experiment and evolve. Have all the targets been hit? No. Have some goalposts moved? Absolutely. The stock price reflects plenty of skepticism, and the company has work to do.

But here’s how I think about $OPEN: I’m not investing in a traditional value stock. I’m underwriting a venture-scale thesis.

The bet isn’t on where the stock trades next quarter. It’s on whether Opendoor can help build a digitally transformed, frictionless real estate transaction system. That’s a massive opportunity, and products like Opendoor are one piece of that vision.

VCs don’t write checks expecting to see how much someone else would pay for the same investment every second of the day. They underwrite a vision, a team, and the possibility of an entirely different outcome.

The energy I felt from Opendoor’s leadership this weekend reminded me of those Amazon guys in Austin.

And I know this time, I am on right side of the bet.

The market isn’t seeing it yet. I think that’s the opportunity.

$OPEN

PS: I got 100k wired into my brokerage waiting to pick up 100k more shares at $1.