Z

Jun 14, 2026

Reviewing Uber, SoFi, Zillow, Lyft, and Zeta.

LYFT

Mar 28, 2026

AI is seen as a threat to Zillow, but it may expand the moat.

Feb 15, 2026

Robinhood, Zillow, Lyft, Spotify, Crocs, Airbnb, and Coinbase updates.

LYFT

Dec 7, 2025

Zillow is much more than a place to search for homes.

Nov 1, 2025

Zillow is slowly crushing the competition in housing and rentals.

Oct 26, 2025

A look at holdings #6-#10 in the Asymmetric Portfolio.

LYFT

Jul 12, 2025

Compass is suing Zillow, which shows the realtor's weakness.

May 19, 2025

Zillow is winning in the biggest single asset class in the world.

Apr 11, 2025

Zillow remains a 100x opportunity because of its ability to dominate housing discovery and transactions long-term.

Nov 15, 2024

Why Spotify, Zillow, and Disney are all up big.

Oct 25, 2024

Are we in for another round of earnings beats?

Sep 23, 2024

Zillow's CEO Jeremy Wacksman recently gave an enlightening look at the future of Zillow's business.