Companies

Despite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…

Gene is joined by Minneapolis realtor, Michael Stotesbery, to hear why realtors believe the Zestimate “doesn’t have a backbone.” Loup is an investor in Zillow.

Over the past week we’ve received emails from real estate professionals expressing skepticism about Zillow Offers using the Zestimate as a live offer to homeowners. The concern is that the Zestimate, fundamentally an algorithm, is inferior to a human at…

Zillow has taken a meaningful step toward its ambitious price transparency goal, which is a critical piece of the iBuying adoption puzzle. The company made it official that it will start standing behind the Zestimate as an initial cash offer…

Annual shareholder events tend to be uneventful, with the exception of the Q&A session. This year, Apple fielded 17 questions, six of which we deemed noteworthy. The bottom line is the company remains in a favorable position to continue to…

The pandemic has been great for food delivery platforms. DoorDash is expected to grow revenue around 225% in 2020, an acceleration from already parabolic growth of 205% in 2019. Uber Eats gross bookings were up 108% in 2020 compared to…

Gene and Andrew discuss the Apple-Epic battle over App Store take rates and conclude the outcome is likely in Congress’ hands, which may take years to resolve.

As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…

Zillow’s December results are evidence that the company is transforming residential real estate. Zillow beat expectations across the board and raised guidance for March. Most impressively, all indications suggest the company’s true growth driver, Zillow 2.0, a transaction-based model, is…

Gene, Doug and Will go beyond the Zillow December earnings and outline the five year investment case for the company. Loup is an investor in Zillow.

Gene is joined by BreezoMeter founder Ran Korber to talk about real-time air quality data inside the Apple Weather app, and expanding the platform to capture more environmental data.

Zillow reports its December quarter on Wednesday, February 10th. We believe Zillow is one of two companies (along with Opendoor) best positioned to disrupt residential real estate. Our opinion is that over the next 5 years, Zillow and Opendoor can…