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Zillow's Rental Push & Its Biggest Opportunity

Dec 7, 2025

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Zillow's Rental Push & Its Biggest Opportunity

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

Z

Zillow's Q3: Quiet Dominance

Nov 1, 2025

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Zillow's Q3: Quiet Dominance

Zillow is slowly crushing the competition in housing and rentals.

Z

Earnings Preview: Lyft, Coinbase, MGM, On, and Zillow

Oct 26, 2025

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Earnings Preview: Lyft, Coinbase, MGM, On, and Zillow

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

LYFT

+4

Zillow's Aggregation and Real Estate Lawsuits

Jul 12, 2025

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Zillow's Aggregation and Real Estate Lawsuits

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

Z

Zillow's Steady Progress In Winning Real Estate

May 19, 2025

Zillow's Steady Progress In Winning Real Estate

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

Z

Why Zillow Has Already Won the Housing Market

Apr 11, 2025

Why Zillow Has Already Won the Housing Market

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

Z

The Smiling Curve Wins Again

Nov 15, 2024

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The Smiling Curve Wins Again

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

Z

+2

Earnings Preview: Spotify, Zillow, Airbnb, Robinhood, and Dropbox

Oct 25, 2024

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Earnings Preview: Spotify, Zillow, Airbnb, Robinhood, and Dropbox

Are we in for another round of earnings beats?

Z

+4

Zillow's New Path Forward

Sep 23, 2024

Zillow's New Path Forward

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

Z

Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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