Zillow
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 13, 2021 by Christopher Zook · said 7 times in 3 episodes since 2021 · across every show →
Mentions by year
brought up most by Ricky Sandler (4), Pat Dorsey (2), Christopher Zook (1)
tap a year for its mentions
2026 2 mentions in 1 episode
2024 4 mentions in 1 episode
Everything said about Zillow, oldest first
Dec 13, 2021 bullish
Oct 28, 2024 neutral
Sandler: Quantitative models create mispricings because they cannot look forward
“What quants can't do is look forward, and how things will change over time, and so you learn the power of it, but also the blind spots, and so they can't see what next two, three quarters are gonna be, and so that led me to a conclusion where Zillow and Uber, …”
Jul 6, 2026 bearish
Dorsey: Dorsey Passed on CoStar Due to CEO Stock Sales and Misalignment
“The CEO in that case was successful, but for a founder, he largely had sold stock along the way, so he didn't retain a large ownership stake in the company. If all that spend and competing with Zillow didn't work out, shareholders were probably going to suffer…”