My second post about Zillow Group, focusing on Zillow Offers.
Tag Archives: Standard
My thoughts on Netflix’s first quarter.
My conversation with a former Zillow Group executive.
My conversation with a former Zillow Group employee.
My first post about Zillow Group, focusing on the Premier Agent business.
My thoughts on Netflix’s domestic margins.
My scenario analysis and valuation.
My scenario analysis and valuation.
My thoughts on Spotify’s fourth quarter.
Some thoughts on the strategic ambitions of Sirius XM and Spotify.