저자: Lincoln · 외국인
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결론: 캐시 우드의 ARK Invest가 오픈도어 SPAC 상장 관련 IPOB를 추가 매수했으며, 진행자는 오픈도어를 장기 보유 목표로 강하게 지지한다. [ARK 매수 배경] - ARK Invest의 ARKW ETF가 주간 약 28만 주 이상의 IPOB(Social Capital Hedosophia 기반 SPAC, 오픈도어 상장 추진)를 추가 매수했다고 언급. - 진행자는 캐시 우드의 리서치 기반 운용 방식과 과거 테슬라, 크리스퍼, 쇼피파이 등 트렌드 선점 성과를 높이 평가. [오픈도어 사업 논리] - 2019년 매출 약 47억 달러로 질로우·레드핀 합산보다 크다고 주장. - 장기 시장 규모는 미국 주택시장 약 1.3조 달러, 연간 약 500만 채 거래 기준, 장기 매출 목표 500억 달러. - 주요 타깃은 10만~75만 달러 주택, 내륙 중소도시 중심 성장 전망. - 부가 서비스(타이틀·에스크로, 금융, 보험, 보수·이사)로 수익 다변화 가능. - 약 5% 이익률 달성 시 수익성 확보 가능하나, 당분간은 시장 선점을 우선하는 전략으로 봄. [투자 행동 및 조건/리스크] - 진행자는 1,000주(약 1만 8천 달러) 매수 후, 하락 시 추가 매수한 상태. - 장기 보유 전제이며, 단기 가격 전망은 명시하지 않음. - 리스크: 수익성 미확보, 집값 하락·금리 변동 시 iBuying 모델 취약성, 경쟁 심화. 영상에서 구체적 리스크 논의는 거의 없음. [출연자 전망] - 오픈도어 및 IPOB에 대해 낙관적이며 장기 확신 표명. - 구독·후원 유도 등 채널 홍보 내용이 다수 포함됨.
다듬은 글
hey there lincoln here from boroacademy.org today i want to talk to you about ark invest and kathy wood invested more money into ipob the spec that's taken open door public that's backed by social capital into math poly habitat they are taking open door public the same way they took virgin galactic public with their previous back ipoa now we're on ipob and kathy wood is investing heavily into this company she seems to be bought in on the future of eye buying and that open door is going to lead the way i have a lot of respect for kathy wood because she's been ahead of the trend in many areas and i'm looking forward to reading her team's report on why they're investing in open door because i'm also very bullish in this company i've previously covered why i'm investing over eighteen thousand dollars into this company for one thousand shares after reading open doors investor presentation and learning more about the deal i became even more bullish on the company and i bought even more shares when everyone else was fearful last week or two weeks ago i bought even more shares of open door at ipob because i believe in this company and i love to buy on red days when people are fearful i'm greedy i love shopping for sales so in this video let's look into the arc invest etf that's invested more money into ipob to acquire shares of open door once the stack merger is complete before we jump in if you enjoyed this video i want to ask you to like the video below subscribe to the channel hit the notification bell and comment below what your thoughts are on ark invest and this open door deal with ipob and of course if you want to help the channel grow join us over at patreon.borahacademy.org to support the channel for just 12 hours a month to get more access to me and more frequent access to my investment portfolio so you know exactly which stocks i'm following and which stocks i'm invested in as well as the specs i'm following investing too and you can get direct answers to your investment questions for me and the community members so i hope to see you over at patreon.boaracademy.org earlier this week arkham invest rw etf bought over 280 000 more shares of ipob the spec that's taken open door public and of course i've done a summary on open door i'm investing it so if you haven't seen that video go check it out but in this video i want to just give you a brief overview of caffeine wood and arc invest and how they invest and why it's worth making a whole video on when they make a move so kathy wood is a fun manager that started the first actively managed etf back in 2014 and she's also been extremely bullish on tesla for a long time and has continually proven the naysayers wrong despite the mediocre people always saying you can't beat the market you might as well just invest in index funds and dividend stocks and hopefully you get your six to ten percent returns every year kathy woods said no we can beat the market we're gonna use research to do that and she's consistently beat the market and it's not that hard if you believe in what you're doing given her success at beating the market and finding innovative companies to invest in before everyone else jumps on the bandwagon when kathy will speaks we should listen and when she makes a move we will be wise to at least examine it and decide whether to follow her ark's team is research based they put a whole lot of research into their investments the incredible amount of research that they do at their company have enabled them to be ahead of the trends such as gene sequencing and editing with crispr e-commerce with shopify and electric vehicles with tesla now the team has set their eyes on the next market trend i buying real estate the buying and flipping of houses on the real estate market open door is the leading eye buying company even ahead of zillow and redfin which are much bigger than them but they have been hyper focused on this market and they have aggressively acquired market share they are investing aggressively in capturing market share around the united states in the housing markets that have been mainly overlooked throughout the years they believe that as population increases and large coastal cities become overpriced people who need a home and don't want to pay their entire life savings to get their dream home will opt to move inland of course that doesn't mean that they're not going to target the new yorks and the los angeles and the san franciscos of the world but i just believe that they have a chance to get ahead of the curve in the markets inland in the middle of the country around the coastals and not exactly in the new york cities in the philadelphia kathy wood and her team seemed to agree with chamoth polly hepatia in his social capital fund on what he's calling his next 10x bet he believes that open door is a unicorn one of the most special companies out there today open door that four point seven billion dollars in revenues in 2019 reaches more than zillow and redfin combined and they believe they can get to 50 billion dollars in the long term with a potential market in the usa of 1.3 trillion dollars that's five million annual homes sold eighty percent of their homes are in their target buy box of one hundred thousand to seven hundred and fifty thousand dollars while they have many other businesses such as title and escrow financing insurance warranty upgrades home maintenance and repair moving services if they can achieve around five percent profit margins on their main business of flipping houses they can become profitable however while the company believes that they can become profitable sooner rather than later they are more interested in spending their market lead over their competitors before settling into profits as a long-term investor myself i think that's the best call and i plan to hold this company for the long term because they are doing something wonderful and exceptional here you can just go from just sitting on your couch watching netflix to say hey i want to sell my house today and go on opendoor.com you get an offer instantly because they use machine learning to figure out a competitive offer to hand to you and you can accept it and once you do they handle the rest they give you the cash you move out they fix it and they sell it and tomorrow they want to have all these services from selling to buying to trading to financing they want all of these markets covered so open door has great potential and arkansas has made a wise choice by continuing to invest in this company going forward when the market is as red as it's been it makes sense to buy into these companies that you believe in you want to have conviction in your investments and double down and buy sales when they occur so i've been buying more so there's a whole lot on this site they it's a super clean site that's i like it as an engineer who also likes design and user experience and making things simple i like what they're doing here it's super simple they say hey sell your home from the comfort of your couch that's simple that's it enter your home address and get an offer moving is as simple as the click of a button the new york times forbes changing the way americans buy and sell reviews the i o four out of five fortune fair offer price within minutes and wall street journal take the hassle out of selling and we're here to help you sell no matter what i love what i see with open door and i plan to continue to invest in this company for the long term because i practice the board mentality the board mentality is that we know what we invest in we understand what we invest in we believe in what we invest in right we believe in it we have conviction and because we have that conviction it's easier for us to hold for long term so that's all i have for you kathy wood and arc invest are invested more into ipob the spec taken open door public in q4 2020 because they have done research as they always do and believe in the future of this company and the market so if you like arc invest and you want to invest of them you can invest in your rw etf which is the one they bought more shares of open door ipob in so that's rwa r k w the etf so if you're interested in ipo b and open door i hope this has been informative for you i hope this has helped you understand more why people are bullish on this company and what the future opportunity might be for open door and how you can benefit as an investor in this company if you invest early thank you for watching if you enjoyed this video remember to like the video below subscribe to the channel hit notification bell and comment below what your thoughts are on ipob open door rw and arc invest as an investment firm overall and let me know if you're invested in ipob open door and if you're not let me know too i'd love to know why and if you want to help the channel grow and get more access to me and get direct answers to your investing questions then join us over at patreon.boaracademy.org and you will get more frequent access to my investment portfolio and you will get merch such as stickers and mugs and t-shirts in the future and you will have a chance of winning 200 every month chance of being a loyal engaged patron so i hope to see you over at patreon.orgamy.org i'm lincoln with voacademy.org thank you again and have a great day you
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