Quick Take – January 26, 2020

The new website is finally here. If you’re reading this on the website, you already know that. If you’re reading it via email, then consider taking some time to click through and check out the new site design. You should have already received an email from me on your VIP Subscription, as you’ll need to … Read more

[VIP] Zillow, Q3/2019: Not a Test, But a Test Kitchen

Back in Q2, I titled my analysis of Zillow’s earnings, “Going All In” and wrote: When Rich Barton took (back) over as CEO of Zillow earlier this year, I wrote a Red Dot and titled it, “The Return of the King.” I didn’t realize then that the king was not just a fighter, but a … Read more

[VIP] Redfin, Q3/2019: Nice Rebound, And Yet…

Redfin’s Q3 results showed a solid rebound from a rather disappointing Q2. It looks great all around, with revenues, profit, market share, etc. all up and up very healthy. Agent productivity is up, traffic is up, and Redfin Now is a $80 million business in Q3. So all in all, a very nice rebound. There … Read more