[VIP] Compass Q1/2021: Building a Better Realogy?
May 17, 2021
At long last, Compass has reported on its first full quarter of operating as a public company. This is a moment I have been waiting
[VIP] Realogy, Q1/2021: Tastes Great, Less Filling
May 16, 2021
Here in Q1 of 2021, I’m beginning to detect a certain pattern when it comes to trying to analyze earnings calls to see where the
[VIP] Opendoor Q1/2021: The Flywheel is Spinning Up
May 12, 2021
When Opendoor reported its 2020 results, I was so impressed that I went out and broke my own self-imposed rule and bought some shares. It’s
If You Must Hide What You’re Doing, Maybe Don’t Do That
May 7, 2021
[UPDATE: I heard from Dave Price, CEO of MARIS, about this. Please read the updates below.] Yesterday, I posted something small just to my friends
[VIP] Redfin, Q1/2021: The Return of the Rabid Squirrel?
May 7, 2021
In my last analysis of Redfin, I wrote that Redfin has to decide who it wanted to be. It was stuck in a “larval stage
Zillow, Q1/2021: Crossing the Chasm
May 6, 2021
This is going to be a relatively short post. Frankly, because I’ve run out of ways to say the same thing quarter after quarter. If
In Which Sam DeBord and I Solve the Clear Cooperation Dilemma
May 5, 2021
I did a livestream on Facebook yesterday with Sam DeBord, a good friend and a fellow supernerd in MLS-related topics. Of course, he’s also the
The Notorious POD Ep 16: Housing Market with Keith Robinson
May 4, 2021
In this episode, I chat with my good friend Keith Robinson, also the Chief Strategy Officer of NextHome. We discuss the housing market, why Keith
Clear Cooperation Is a Disaster in the Making
May 3, 2021
Back in 2019, I wrote a post titled Pass Clear Cooperation Policy, But Address the Gaping Loophole. In that post, I pointed out that because
