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margins.

Opendoor stopped trying to be clever and started doing real estate. Margins up. Holding times down. Referral revenue unlocked.

July 15, 2025 10:14 pm

Opendoor is finally doing the boring stuff right. After years of trying to reinvent real estate without understanding it, they’ve stopped lighting money on fire and started putting up for-sale signs. The company is cutting losses, fixing operations, and leaning … Read more

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Wall Street calls $1,246 fair value for UNH. DOJ probe clouds margins. Lawsuits pile up. Fair-value math needs a gut check.

July 15, 2025 2:09 pmJuly 11, 2025 6:55 am

UnitedHealth Group is sitting in the middle of a valuation storm. The stock trades at $299.51, down more than 40% from its 52-week high of $630.73. Wall Street is still trying to price in the fallout from multiple federal investigations, … Read more

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Amazon hits 1 million robots. 75% of deliveries now automated. Margins expanding. Stock trades cheaper than S&P 500. Home robots expected by 2035.

July 15, 2025 2:49 pmJuly 3, 2025 2:17 am

Amazon has crossed a line most companies never reach. As of July 2025, it has deployed over 1 million robots across its logistics network. That number now matches the headcount of human warehouse workers. The company’s robotics footprint is no … Read more

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Recent Posts

  • The most foolish money habit? Easy. Pretending the small stuff doesn’t matter.
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  • Galaxy Digital posts $12.89B revenue surge with Fed-backed crypto banking push under GENIUS Act
  • Viking Therapeutics surges as weight loss drug nears Phase 2 readout with Wall Street betting big
  • Opendoor pops 42%. Short interest at 25%. Turnaround in motion. First profitable quarter lands in two weeks.
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