Stephen (Unemployed Value Degen)
Independent small-cap investor and author of the Unemployed Value Degen Substack, focused on turning over undervalued small companies and microcap opportunities.
Best podcasts with Stephen (Unemployed Value Degen)
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Oct 1, 2025 • 1h 8min
Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO
In a lively discussion, Stephen, known as Unemployed Value Degen and a passionate small-cap investor, dives into his insights on Opendoor Technologies and Portillo's. He outlines the potential of Opendoor’s innovative leadership and the challenges it faces in valuation through AI. Stephen also highlights Portillo's robust customer loyalty and recent changes in management that could spark a turnaround. With thoughts on market inefficiencies and asymmetric upside, he shares his investment strategies in both companies, making the case for their value.
