
[VIP] Redfin, Q1/2021: The Return of the Rabid Squirrel?
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
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
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
Back in Q2 of last year, the headline for EXPI was that they just killed it, but… With Q4 and fully year 2020 results, I
Opendoor reported its Q4 and full year 2020 results a week ago, and I couldn’t get to looking closer at them until now. What I’m
Obviously, this analysis is late. RE/MAX reported its Q4 and full year 2020 results on February 25th, almost two weeks ago. I’m just now getting
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
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
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,
The mystery that is RE/MAX continues. Except that with Q3 results, it’s fair to conclude that whatever RE/MAX is doing just isn’t working. It pains
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