Zillow

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 15, 2022 by Brad Gerstner · said 21 times in 7 episodes since 2022 · across every show →

Mentions by year

brought up most by Ben Gilbert (9), Packy McCormick (4), David Rosenthal (4), Brad Gerstner (4)

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2025 2 mentions in 2 episodes 1 per episode
2022 19 mentions in 5 episodes 4 per episode

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Everything said about Zillow, oldest first

Mar 15, 2022 neutral
Disclosure
Gerstner: PAR invested $20M–$30M into Zillow Series B at ~$200M valuation
“I think, I'm trying to think the check size, we may have put in 20 to thirty million bucks, and if I recall, it was a couple hundred million dollar valuation.”
Brad Gerstner Mar 15, 2022 ▶ 37:23 Altimeter (with Brad Gerstner) · Acquired
Mar 15, 2022 neutral
Assertion Partly supported
Gerstner: Bill Miller sold his private Zillow shares back in 2008
“Bill Miller of Lake Mason famously invested in Zillow in 2000 and six or 2007, and then in 2008 sold all those shares back to the company because everybody was unwinding their private positions”
Brad Gerstner Mar 15, 2022 ▶ 44:40 Altimeter (with Brad Gerstner) · Acquired
May 12, 2022 bullish
Opinion
McCormick: Opendoor stock will outperform rivals due to its iBuying lead
“I think that Opendoor is gonna do the best. I think they have the biggest lead in, in iBuying, and I think that's a huge, huge opportunity Particularly because they have the best company value in all of the world, which is bips for breakfast.”
Packy McCormick May 12, 2022 ▶ 20:52 Arena Show Part I: Idea Dinner + YC Continuity · Acquired
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