VIP – Page 2 – NotoriousROB

May 12, 2020

According to its own creation mythology, Redfin was born in the dark as it was founded just before the Bubble burst. If any company knows

May 11, 2020

One of my favorite moments in recent earnings calls came when Glenn Kelman, CEO of Redfin, used the phrase “delayed blast fireball” in an actual

March 1, 2020

In the aftermath of a disappointing Q3, I wrote: One of my biggest takeaways from this earnings call is how much of the positive spin

February 24, 2020

I missed last week’s Quick Takes; mea culpa. I believe I was in the air somewhere over Louisiana when I realized. So we’ll just have

February 21, 2020

In the Q3/2019 writeup, I wrote that Zillow is not experimenting, but trying to pivot with great delicacy: My take on Q3 is that Zillow

February 14, 2020

It’s tough to deliver such a fantastic quarter as Redfin did in Q4 of 2019, and for the full year of 2019. I mean, they

February 9, 2020

It says something about the world we live in when a work of fiction makes a lot more sense than the news headlines. If you

February 4, 2020

In the next couple of weeks, we’ll get earnings releases from Zillow. I wish we get earnings reports from Opendoor and Offerpad, but… hey, we

February 3, 2020

Well, I know the date says February 2, 2020 but… that was the Superbowl last night. So it’s going out the day after the historic

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