[VIP] Zillow, Q3/2019: Not a Test, But a Test Kitchen
Back in Q2, I titled my analysis of Zillow's earnings, "Going All In" and wrote:
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 King.” I didn’t realize then that the king was not just a fighter, but a gambler. With giant brass ones. After the Q2 earnings results, I know that now. …
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