Initial Thoughts on Compass S-1
March 2, 2021
Yesterday, Compass Inc., a real estate brokerage that has been disrupting some of the largest companies in the industry, filed its S-1 to go public
Articles filed under V.I.P.
[VIP] Redfin, Q4/2020: Soon, You Must Choose
February 26, 2021
Roughly nine months ago, after its Q1 results, I beat the hell out of Redfin. I admit it. Much of that was motivated by how
[VIP] Realogy, Q4 and Full Year 2020: Pivot Cometh?
February 24, 2021
A year ago, I wrote these words while analyzing Realogy’s 2019 results: But I can’t ignore the fact that 2019 was not a good year,
Zillow Offers vs. Full Service Agent
February 15, 2021
Okay, so I got into a discussion on Facebook with Glenn Sanford of eXp on the difference to the seller between selling to Zillow Offers
Zillow, Q4/2020: The Prophecies Getting Fulfilled
February 12, 2021
As you all know by now, Zillow reported its Q4 and full year 2020 earnings yesterday. It was a monster quarter. As of this writing,
NY Senate Final Investigative Report, Part 1: The Findings
February 3, 2021
Sparked by some Grade A investigative reporting by the NYC daily periodical, Newsday, the New York State Senate (“NYS Senate”) launched an investigation last year
Leeder v. NAR: Overview and Analysis
February 2, 2021
Back in October, after Judge Woods laid the wood to NAR and the corporate defendants in the Moehrl v. NAR case, I wrote: Finally, I’ll
[VIP] The Notorious Interview: Sean Black, Knock
January 29, 2021
In this episode, the first of 2021 and the first in quite some time, I speak to Sean Black, the Co-Founder & CEO of Knock.
Pandemic, Gen-Z, and Household Formation
January 21, 2021
Longtime readers know that one of my abiding interests is in household formation among the younger generations in US and Canada. I even have a
