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22X LEVERAGE
Opendoor
Stock
$1.845B of houses, $83M of equity
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5,459 homes on $83 million of equity. Why $7.5 billion of borrowing capacity is only $1.5 billion promised. The balance sheet, the uncommitted credit lines, and how OPEN sits next to Rocket and Better.
Sep 9, 2026 · OPEN · 29:28 video + written breakdown
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All analysis
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- Published Aug 23, 202630 Year Treasury Yield: The $4 Billion Buyback That FailedTopic: 30Y
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- Published Jul 22, 2026Bigger than the clarity act: the 401k alternative assets ruleTopic: 401K
- Published Jul 19, 2026Will Mortgage Rates Drop After a Fed Cut? 2024 Says NoTopic: RATES
- Published Jul 19, 2026The 50% Level: The Only Indicator You Need (Gann Box)Topic: TA
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