
[VIP] Zillow Q2/2019 Earnings: Going All In
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
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
After RE/MAX reported last quarter, I wrote a post saying that RE/MAX was poised on the brink of greatness, but was refusing to make the
As a former Dungeon Master all through junior high school and part of high school, I found it absolutely thrilling that Glenn Kelman, CEO of
I don’t often talk about RE/MAX, because it’s not a brokerage. It’s a franchisor, with a business model that doesn’t tell us a whole lot
Redfin reported its Q1/2019 results earlier today… and it’s like one of those Russian nesting dolls, except it’s a bit of a mystery inside an
In Part 1, I looked at the economics of iBuyers generally, and concluded that we need to analyze them as market makers, using market maker
In my final Red Dot, where I looked at the full year 2018 earnings results for the public companies in real estate, I titled the
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