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hey everyone it's chase again from moonshot money we have been unable to share new video with you for multiple reasons over the past several weeks we as a team have been separated by business trips quarantines and the sickness of my grandfather but hopefully we'll be able to get back on track to keep great investing information headed your way in the weeks that come we also want to thank all of you again for your support chamath pali hapatia founder and ceo of social capital chairman of virgin galactic and co-owner of the nba golden state warriors is at it again in a really big way just a few days ago he broke some really exciting news about one of his new spax or special purpose acquisition companies stick around to the end of the video because we have some more exciting brand new news to share that you'll want to hear about let's dig in and take a quick look at what chamoth is offering to investors like us let's go social capital's new spac ticker symbol ipob is merging with a company named open door open door is the largest online consumer real estate business in the united states and chemoth is taking open door to the public market through a merger with ipob let me remind you moonshot money is not a financial advisory board we're just retail investors like you please do your own due diligence before you invest your hard earned money in a recent cnbc interview chamath did a great job of shining light on his research and revealing his reasons for the open door partnership first he said with ipob he wanted to partner with an iconic technology company second he wanted to help this company transition from private ownership to the public markets thirdly he wanted to enable an iconic company fund long-term growth and build a legacy company most retail investors like us are shut off from the best of the best silicon valley startups and could only dream of enjoying the profits of angel investors so chamath said he wants to democratize or even up that access with ground floor investing access we as investors can ride along and enjoy that growth of the business and we really like that when chamoth began looking at all the available industries that were ripe for disruption one industry jumped off the page and that was the consumer real estate industry as you all well know over the last few years and especially during the last six months everything that could possibly be sold online has moved to online sales except a huge portion of consumer real estate we are not talking about a low demand candle store here as my dad likes to say this is an industry that touches every single american home ownership is the heartbeat of the american dream listen to these statistics 68 percent of americans are homeowners and the other 32 percent would probably love to be homeowners and 5 million homes are sold every single year this just might be the largest undisrupted market in the united states and it's worth a whopping 1.6 trillion dollars annually this is where chamoth discovered open door if you like to watch diy or hg tv shows about house flipping and you ever wanted to give it a try keep watching this video if you are a homeowner you can go to opendoor.com and within 24 hours get an all cash offer on your home then within three days if you want to sell your home you can sell it just as simple as that that's the beauty of moving real estate online warren buffett and charlie munger like to talk about that all-important moat that protects a business does open door have any kind of moat chamath sees open door making more and more house offers buying and selling more houses and eventually dominating large real estate markets then they can offer value-added services online such as mortgages title and escrow all simply streamlined through a mobile app talk about convenient if you've ever bought a home you know the amount of paperwork that has to be gone through at closing then there are some tailwinds that could help build that very important margin of safety the real estate market is on fire so many people are selling their homes in large markets and moving to the suburbs or down south like we're seeing here in tennessee people are moving here like gangbusters and the housing inventory is very constrained which is driving the market higher and higher heavy populated areas like california new york and new jersey are seeing a mass exodus to states like arizona florida and tennessee with the pandemic so many people are working from home and this is going to continue into the foreseeable future so people want to have the best location and the best home they can afford optimizing their quality of life a huge home buying catalyst is coming 75 million millennials are entering the housing market right now couple that with the recent federal reserve interest rate policy to keep the interest rates near zero for a long time and you've got more persistent tailwinds if you add all these things together you've got what chamath sees as a nice margin of safety now is open door proven business and can it be scaled listen to this they currently have 70 of the online consumer real estate market and they are 4.4 times larger than their nearest competitor open doors 2019 revenues were are you ready 4.7 billion dollars and their projected 2023 revenues are 9.8 billion dollars using their current business model if they could reach just four percent of the market share in the u.s consumer real estate market open door could enjoy 50 billion dollars in revenue this ipob and open door merger values open door at 4.8 billion which is just one time their 2019 annual revenue or if you want to look at it another way half of their projected 2023 revenue now let's pause here for a moment and talk about what chamath polyhapatea has pitched to investors in the past he was a promoter of bitcoin in 2012 and don't we all wish we had bought a few bitcoins back then he was a buyer of amazon in 2015 and again i wish i had bought all that i could afford to buy tesla was his play in 2016 and boy was he ever right about that hindsight of course is perfect last year he brought virgin galactic to market and we all know that spce has done great in the past year and the monstrous potential that's looming ahead to be clear ticker symbol ipob is merging with open door if you want to participate in this opportunity you need to buy ipob shares and they will eventually merge automatically into open door shares when the merger is complete watch the price by the dips and accumulate if you like what chamoth is saying that's what we're doing we are now just up 15 percent as of this filming and it's still early our average cost is under 15 we promised you some new news and here it is kathy wood and arkan vest made a big purchase on monday september 28 and tuesday the 29th and that was you guessed it ipob 199 715 total shares we just can't express how much excitement that gives us to know that the analysts at arc see the same value that we do and there's more chamath has another spec ticker symbol ipoc which he has stated that will be merging with an international technology company if you buy it now you don't know what the company is that you'll eventually be getting but you do know chamoth will pick a great company so buy at your own risk but know this we are buying i feel like an infomercial talking head but there is more chamoth has applied for ipod ipoe and ipof which will soon be available for you to invest in as well keep your eyes open for those mergers that are on the way before you go give us a thumbs up and if you haven't yet subscribe and join our growing community we're almost to a thousand subscribers so help us hit that milestone we'll see you next time you
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