- The real estate market is currently one of the largest undisrupted markets in the world. The USA market alone is worth $1.6 trillion.
- Opendoor is reshaping the real estate market, making it easier to buy, sell and finance properties.
- There are no entry barriers, and Opendoor does not have a significant moat at the moment, but it's gaining momentum, and it's growing faster than its peers.
- The company looks well-positioned to surf the disruptive trend in real estate. In our view, the current market price looks attractive and posts between 20% and 70% upside.
For further details see:
Opendoor: Disrupting One Of The Hugest Undisrupted Markets In The World