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▶ 0:34 · $Z · Zillow Stock Dropped—Here's Why That's Wrong
episode briefing
Asymmetric Investing

Zillow Stock Dropped—Here's Why That's Wrong

2026-02-12 · 2 company · 0 thematic
sentiment
2 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
“So, I love where the company is positioned. I think the opportunity for growth is too big to ignore given the fact this is a multi-trillion dollar market in housing. The growth rate in rent in rentals is absolutely phenomenal. That's going…”
—travis hoium
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