CSGP/Z/ZG/EXPI/HOUS/RDN: PUTTING RESIDENTIAL REAL ESTATE SERVICES TO THE "BEZOS TEST"

Assessing the winners and losers following the NAR settlement as we ask how Zillow or CoStar can win. Putting residential real estate services to the "Bezos Test" as we try to identify what changes and more importantly what...

EXPI/HOUS/RDFN/RMAX/Z/ZG/CSGP/DOUG/COMP: Winners and Losers From the Proposed NAR Settlement; 10 Things That WILL...

Last Friday was a rough trading day in the residential real estate services space for ardent supporters of the efficient market hypothesis. After all, the original case against the National...

EXPI/RLGY: Real Estate Wars - The “White Hot” Housing Market Has Masked a RACE to the Bottom Among Residential Real...

The race to the bottom in broker economics.

RLGY: Collateral Damage in the Battle Between the Four Horsemen of the Real Estate Services Apocalypse

“I am on the hunt for new and bigger ideas that can change our company and even the industry. I know we have to keep thinking bigger given the industry dynamics and our need to create more shareholder...

RLGY: Under Siege on All Sides with Consumer Brands in Decline, Restructuring Might Be the Only Viable Outcome

“At least given where we are now and where we think the biggest leverage is to change our company's operating performance, we do believe it is focused on the agent. And so you're likely to see us...

The Tipping Point Has Been Reached - Introducing a New Pair Trade Long RDFN/Short RLGY, Update to our Zillow Short...