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$Z

Zillow Group
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Zillow Group is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Zillow: AI tools for agents and buyers at 2.4x sales in trillion-dollar housing market▾

Zillow's proprietary 3D media and agent-facing AI workflow tools deepen its two-sided marketplace moat; rentals and mortgage segments growing 34-45% CAGR while stock trades at 9x forward FCF, making it a cheap AI beneficiary resistant to chatbot disintermediation.

travis hoiumT2Asymmetric Investing2026-06-24
confidence 78 / 100impact High
key themes
  • AI Applications33%
  • Autonomous Vehicles33%
  • Housing33%
  • Public Markets & Valuation17%
  • AI Infrastructure17%

bull thesis · 7

90 / 100
  • •Travis Hoy bullish on Zillow after Q4 2025 beat: plans to buy for asymmetric portfolio
  • •Zillow: AI fears overdone; rental & mortgage platform growth at 32% CAGR with 3.4x EV/sales
  • •Holium adds Zillow to portfolio on 40% pullback: rental platform growth and operating leverage

bear thesis · 0

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  • — none —

mentions · 7

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Asymmetric InvestingAsymmetric Investing AMA1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Asymmetric InvestingZillow Stock Dropped—Here's Why That's Wrong2 mentions · 2▲ 0▼ 0○ · 8 months ago
0:002:005:007:0010:00