
Real Estate Brokerages and the Changing Tides
As most of you know, I used to do in-depth updates for each of the publicly traded companies in the residential real estate sector. Since
As most of you know, I used to do in-depth updates for each of the publicly traded companies in the residential real estate sector. Since
Opendoor reported its Q4 and full year 2021 earnings last Thursday, and I needed to take some time to think through things. Long story short,
I think it’s safe to say that I was reeling in a bit of shock and disappointment last quarter, when Zillow abruptly quit the iBuying
I was in mid-air when the Zillow Q3 earnings release happened. By the time I had landed, there were dozens of texts, emails, and of
In a few years, we’ll look back on 2Q/2021 and think that it was an important turning point for Zillow and the industry. Or it
Last quarter, which included the full year 2020 results, I wrote that EXPI turned the corner and is now the most serious competitor to most
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
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
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
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