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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC multiply Official Guidance times Carvana multiple and you easily exceed t… https://t.co/W0aJ7s81vM — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC LOL. If my tweets affected the stock price the stock never would have cr… https://t.co/iMpIyukrjj — PolitiTweet.org

Keith Rabois @rabois

Selling or shorting Opendoor due to Zillow’s flaws is akin to shorting Google due to Yahoo’s inability to monetize… https://t.co/8ybLsA65NT

Posted Nov. 4, 2021
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Keith Rabois @rabois

@MUNDASPORTS @FriendlyBearSA @NewYork_SEC that was a typo which should have read Q2. you will see i corrected that in the thread. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC and in the three cases where i have served on public company audit commit… https://t.co/2aUD0bPKp4 — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC not my call. but you are assuming *over* performance to even consider thi… https://t.co/aOnadcdFWy — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@MUNDASPORTS @FriendlyBearSA @NewYork_SEC there is nothing in my tweets that isn’t in the S3 or my 2018 comments. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC the stock only declined because of a misleading set of comments from Zill… https://t.co/o5sjOyC3Yh — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC read our S3. there isn’t anything in my tweets that isn’t filed in 2019. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC i don’t have access to 3Q financials. But the company’s guidance has not… https://t.co/Ar87Y59Mb6 — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC FYI basically everything i tweeted is a recycling of my tweets from 2018. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC you obviously have no clue about the law. specialized expertise is not d… https://t.co/z46pIMirP9 — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC No, but also none of your business. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@FriendlyBearSA @MUNDASPORTS @NewYork_SEC we very carefully track when and when I don’t have access to MNPI. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@MUNDASPORTS @FriendlyBearSA @NewYork_SEC not applicable. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

Are you exceptional at customer acquisition? Openstore is recruiting a lead of merchant acquisition. Email me. S… https://t.co/nBYWKYQubp — PolitiTweet.org

Andrew Chen 🎮 @andrewchen

👇 New essay: What to look for when you’re hiring a Head of Growth tldr; - it depends :) - pre-scale, you want hust… https://t.co/fKSCwnfVvG

Posted Nov. 4, 2021
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Keith Rabois @rabois

@MarcusDetry @vkhosla or you need an All-Star or MVP. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

Innovation is just beginning. https://t.co/TyaOz81TMK — PolitiTweet.org

Daniel Scrivner @danielscrivner

The video for Opendoor Complete speaks for itself. Truly a novel, vastly superior, experience. https://t.co/pzkODEMajo

Posted Nov. 4, 2021
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Keith Rabois @rabois

RT @modestproposal1: "came to believe the prize was quite large and further it was a strategic necessity. This is where consumers are headi… — PolitiTweet.org

Posted Nov. 4, 2021 Retweet
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Keith Rabois @rabois

RT @modestproposal1: "The consumer has voted already... They will get satisfaction. Someone will give that to them. And so, we're racing to… — PolitiTweet.org

Posted Nov. 4, 2021 Retweet
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Keith Rabois @rabois

Solid analysis. https://t.co/tOpIy5XvGg — PolitiTweet.org

Nik Shah 🏡 @NikhaarShah

@rabois We explain in depth here https://t.co/wKOEtFY7OU

Posted Nov. 4, 2021
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Keith Rabois @rabois

@KyleTibbitts yes, that restatement works. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@MUNDASPORTS @NewYork_SEC plus i am assuming a further decline in Zillow which is not subject to any MNPI restrictions. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@travishkell there are exceptions but almost no founder is actually running one of those businesses — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@MUNDASPORTS @NewYork_SEC take x metric (GMV or revenue) and multiply by comp=valuation. even using Q2 metrics, le… https://t.co/jySErdVHNQ — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@NickatFP they do appear to be charging premium pricing. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@MUNDASPORTS @NewYork_SEC for over a year, the company has articulated why Carvana is an appropriate comp in public… https://t.co/lPJFrR44l5 — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@rsg should pay for your next home:) — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

:) https://t.co/zSChQLimAx — PolitiTweet.org

Opendoor @Opendoor

Say hello to Opendoor Complete—a new product experience that combines selling, buying, and closing on a home into o… https://t.co/SVQNiaeKrQ

Posted Nov. 4, 2021
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Keith Rabois @rabois

@Patticus usually quite easy. — PolitiTweet.org

Posted Nov. 4, 2021
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Keith Rabois @rabois

@saif_ajani you should be able to articulate it succinctly. — PolitiTweet.org

Posted Nov. 4, 2021