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▶ 0:25 · $Z · My Top Stock to Buy in April
episode briefing
Asymmetric Investing

My Top Stock to Buy in April

2026-04-01 · 1 company · 0 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“Zillow's really set up to be one of these companies that could be a 10x over the next 10 or 20 years. Just a $10 billion market cap, they got a phenomenal balance sheet because they have net cash on the balance sheet. They are starting to…”
—travis hoium
now playing · $Z
$Z···bullish· high· postravis hoium
Holium adds Zillow to portfolio on 40% pullback: rental platform growth and operating leverage
Zillow operates as both a demand aggregator and professional platform in housing, with rental revenue growing 32% and mortgage revenue 20% since 2022. Operating margins approachin…