CoStar Not Acquiring Realtor.com: Speculating on Why Not
February 23, 2023
I’ve been 100% heads-down on a project. But thought I’d take a moment to comment on the news that CoStar and News Corp are no
Articles filed under Earnings Reports
[VIP] Redfin 3Q22: Back to the Future
November 21, 2022
I have had to think about Redfin after Q3 of 2022. Redfin has been my favorite brokerage for years now for a few reasons. I
[VIP] 3Q22, Compass: Unique Value Proposition?
November 17, 2022
This will be, I think, relatively brief. Compass reported its Q3/2022 numbers and… well, it’s not good. That was expected since every real estate company
[VIP] Opendoor 3Q/22: I Can See Clearly Now
November 10, 2022
As most of you know, I am a big giant iBuyer bull, which means I am a big giant Opendoor bull. I am long OPEN
[VIP] Zillow 3Q22 Earnings: Lonesome Dove
November 9, 2022
Zillow reported its 3Q/22 results last week and it was one of the most anticipated earnings calls for people following the real estate industry,
[VIP] 3Q22 CoStar Group: The House of the Rising Sun
October 30, 2022
Last year I published a special Red Dot on CoStar after its entry into residential real estate. I subtitled it, “The Rising Sun” for a
Somebody Call 911: Thoughts on the Opendoor + Zillow Partnership
August 7, 2022
I was at Inman doing the #lobbycon thing when Opendoor and Zillow both released their 2Q/2022 earnings. So I saw the news about the multi-year
Compass 1Q2022: A Brief Note
May 18, 2022
I haven’t really written about Compass much, since my 1Q2021 analysis. Part of the reason is a lack of time, but a big part of
Opendoor 1Q2022: The King is Dead, Long Live the King
May 8, 2022
[NOTE: I am long OPEN and have been for a while as the self-proclaimed Biggest Bull on Market Maker iBuying in the World. None of
