External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

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External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>The author recommends a long position in Zillow, arguing that negative perceptions are overstated.</li><li>Zillow's profitability is expected to improve with its residential super-app strategy, potentially doubling or tripling stock price.</li><li>The investment thesis has become less risky since early 2022, with potential for a rebound in housing turnover.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The author recommends a long position in Zillow, arguing that negative perceptions are overstated.Zillow's profitability is expected to improve with its residential super-app strategy, potentially doubling or tripling stock price.The investment thesis has become less risky since early 2022, with potential for a rebound in housing turnover.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Zillow Group Inc (ZG) - Tuesday, Jul 15, 2025

Zillow Group Inc A

Zillow Group Inc (ZG) - Tuesday, Jul 15, 2025