Zillow, 2Q/2021: Investors Just Don't Understand
In a few years, we'll look back on 2Q/2021 and think that it was an important turning point for Zillow and the industry. Or it might be yet another step forward in the slow march towards the transformation of housing into e-commerce. But either way, looking at 2Q/2021 performance and the investor's reaction to it, I think it is becoming clear that most …
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