Zillow Q4 & FY2021: Zillow Becomes Scott Pilgrim

I think it's safe to say that I was reeling in a bit of shock and disappointment last quarter, when Zillow abruptly quit the iBuying business. I thought for years that Zillow's overall strategy made perfect sense, and that becoming the market maker for residential housing was at the center of that strategy.

So I have been looking forward to this earnings…