Zillow Group

Netflix

Netflix: A Valuation Update

July 23, 2024

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Netflix

Netflix: A Change in Posture

April 25, 2024

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

Carvana: Ramping

February 8, 2024

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

Netflix: The Streaming Wars That Never Started

February 2, 2024

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Spotify

Spotify: The New Modus Operandi

December 15, 2023

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Zillow Group 2Q 2021 Update: Running on All Cylinders; Stock is Cheap Again

Posted on August 13, 2021August 13, 2021 by Implied Expectations

My thoughts on Zillow after its second quarter.

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Zillow Group

Zillow Group 3Q 2020 Update

Posted on November 15, 2020November 23, 2020 by Implied Expectations

My thoughts on the company’s third quarter.

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Zillow Group

Zillow Group 2Q 2020 Update

Posted on August 19, 2020October 15, 2020 by Implied Expectations

My thoughts on Zillow Group’s second quarter.

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Zillow Group

Zillow Group 4Q 2019 Update

Posted on March 5, 2020October 15, 2020 by Implied Expectations

My thoughts on Zillow Group’s fourth quarter.

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Zillow Group

Zillow Group 3Q 2019 Update

Posted on November 19, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s third quarter.

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Zillow Group

Zillow Group 2Q 2019 Update

Posted on August 9, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s second quarter.

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Zillow Group

Zillow Group 1Q 2019 Update

Posted on May 14, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s first quarter.

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Zillow Group

Posted on May 6, 2019October 13, 2020 by Implied Expectations

My scenario analysis and valuation of the core IMT business.

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Zillow Group

Zillow Group: Zillow Offers

Posted on April 29, 2019October 13, 2020 by Implied Expectations

My second post about Zillow Group, focusing on Zillow Offers.

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Zillow Group

Another Conversation About Zillow Group

Posted on April 22, 2019October 13, 2020 by Implied Expectations

My conversation with a former Zillow Group executive.

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