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Zillow, Inc. Message Board

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  • Reply to

    I'm in at $116

    by atlanticcityusa Sep 30, 2014 12:47 PM

    one of the 50m real estate p0rn users. how much revenue have they generated from you? probably ZERO

    Sentiment: Strong Sell

  • Reply to

    Anyone Buying this drop?

    by joe_e_smoe Sep 22, 2014 11:50 AM

    why in the world would you want to buy this bubble at this ridiculous price?? If you actually want to buy it, buy it next year at $10 not at $125 LOL!!!!

  • Reply to

    I'm in at $116

    by atlanticcityusa Sep 30, 2014 12:47 PM

    Retail bag holders coming in to slow the bleeding.

    Sentiment: Strong Sell

  • Reply to

    Hey Hey, My My

    by patienceandconviction Sep 30, 2014 5:10 PM

    When Z and TRLA put out those incredibly unrealistic 2018 projections a week or so ago in a blatant and desperate attempt to affect their stock price they lost their last shred of credibility on the Street. It screamed of dishonesty and desperation and that was a very, very stupid move on their part.

    Sentiment: Sell

  • next week? A lot of high flying small to mid cap stocks have been cut in half already. That would suggest $82 dollars for Z.

  • Reply to

    This is fun.

    by benjamingrahamiii Oct 10, 2014 10:19 AM

    Things this fun shouldn't be legal! I am sorry that I am corresponding with you directly Ben. Sure that Joe (aka-I am taking my marbles and going home) will try to come up with some convoluted argument that we are alter egos. And then he might ignore you (supposedly). What a joke. You know how many Yahoo ID's I and most people have? If I wanted to engage Josie I can switch to any number of them but why? Does Josie consider herself that important that people are going to use subterfuge so as to ????? exactly what? I cant even figure out why someone would want to do that. One thing I have observed in life is that the people that always accuse others of doing odd things are usually the ones doing that exact thing which is why they are so attuned to it.

    Sentiment: Sell

  • Thumbs up this comment if Zillow stock is going up tomorrow. Thumbs down this comment if it is going down tomorrow. This is an experiment to see if we can predict price movement.

  • Reply to

    Institutional Holdings

    by joe_e_smoe Nov 11, 2014 2:53 PM

    Hey tard.....look at any company that blows up and has a market cap over about $500M. Any company. You know what you will see? A bunch of "big boys" left holding the bag. For BOM or anyone else to take a position someone else has to be SELLING. And based on the chart it appears that BOM ain't too smart! Man...your investment logic is so backwards I cant stand it. Do you actually know anything about Caledonia? You know what their AUM is? They don't even come close to being a "big boy". Unless they are a top shareholder like you say they are in this dog they don't even warrant a one on one meeting at an investor conference or a company visit to their headquarters. And stop quoting stale stats. Who cares who owned what at the end of Sept? Its mid November you putz. The entire shareholder base could have turned over. Bank of Montreal bought a million shares. That is your investment thesis. How nervous are you??? Can you even sleep at night with your 401K so exposed? A putz like you has no business in investing in companies like this. Buy MCD or something. You are in so over your head its not even funny.

  • Did anyone read the S4 that Zebra Holdco (the holding company that will contain Z anjd TRLA after the merger) put out a few days ago?

    Fascinating. Management must be getting very worried with the slide in their stock despite attending every investor conference known to man. The got a big initial bump but obviously the shine is off the rose as people realize that this was a merger of desperation more than anything else.

    Putting out an S4 in these circumstances is odd and out of the ordinary in the first place. But the other thing that is "interesting" is that both companies put out stand alone forecasts that are substantially higher than where consensus estimates are. For instance, Z now says that they will generate $1.24 billion in revenues by 2018 while consensus estimates are currently around $790 million. So miraculously Z has just realized that its revenues in 2018 will be almost 60% above where the Street is (and the Street is basically always where the company guides them). TRLA has similarly rosy projections. And now their $100 million in 2016 "expected cost avoidance" (whatever that means) has been changed to operating synergies of $145 million in 2016. Merger pixie dust for everyone!!!!

    I've seen this movie before and I know EXACTLY how it ends. Company wants to juice its stock or keep it from falling so they put out a bunch of rosy projections in some out year that no one will ever hold them to. By 2018 maybe a new management team, they decide to "change" their model, they do more mergers,etc. Whatever the reason, they will find some rationale by 2018 to explain why the didn't make their projections.

    This is a great sign for the shorts.

    Sentiment: Sell

  • Reply to

    Hey Hey, My My

    by patienceandconviction Sep 30, 2014 5:10 PM

    Those projections were so off they could only be Rasc-off. I'd say there's a better chance that Z is delisted by 2018. But then again what would you expect from a CEO who grossly overpays for companies when he's not busy going on Twitter rants or palling around with the lemmings on CNBC. The good news is that with Rupert Murdoch׳s acquisition of Move, the approval of the merger with Trulia is a lock. Which means we'll get to witness the mostrous dilution of Z's shares sooner rather than later. Of course by that time Z will have released their guidance for 2025. Short at will.

  • Reply to

    Hey Hey, My My

    by patienceandconviction Sep 30, 2014 5:10 PM

    The other good thing is that Rupert doesn't care at all about near term profits or whiny shareholders. He cares about winning and he will use vast resources to absolutely crush his competitors. Isn't it time for Stephens, Inc. to "reiterate' their recent BUY initiation on Z?? Or did all their hedgie clients already get out?

    Sentiment: Sell

  • Yeah, Rupert Murdoch knows nothing about attracting consumers, or strong arming advertisers. Also he's naive about the business world...paying less than $1B while Zillow is paying $3.5B for TRLA.

  • little drop....it's down 20 points in 2 weeks. And on the biggest "up" day in the last couple of months, Z was down a smidge (last week). You got stopped out today for your 3rd loss in 3-4 weeks or so and now everyone has to get "under 90" to make money. Classic Smoe.....never really addresses the issues. MOVE 4 times sales....Z 19 times sales......it's going down a lot further

  • Gravity is setting in.....

  • Reply to

    Hey, Joe-e-smoe ready for some tax write off?

    by osulindrool Sep 30, 2014 11:40 AM

    Who is underwater, you said?

  • Reply to

    A New Day

    by joe_e_smoe Oct 10, 2014 9:23 AM

    The "truth is" the stock just went down 60 points in less than 2 months and you are still talking like a fool. No position.......no money....Who is the "dimwit"

  • It is very bad news for Zillow as they have been plugging the National TV Ad campaign in 3rd quarter and increased full year expense for the Ad campaign from $65M to $75M, with a big chunk of that extra $10m in the 3rd quarter. Seems the Ads have failed miserably with Users dropping from 88.8M in July to 86.3M in August and now another 4% drop in September to 82.8M.

    Even more intriguing is last week on Mad Mony Spencer Rascoff said Zillow had 90 million unique users when Cramer mentioned that ComScore numbers for August were out. Amazed Cramer let him off the hook by not following up that ComScore user numbers are more accurate as they discount individuals accessing using multiple devices, with Zillow having about 50 million on ComScore. Why did Rascoff overstate the September User numbers? surely he knew what they were when he mentioned the 90 million number, or did Users desert Zillow in droves in the last week of September so that they missed an internal forecast by 10%?

  • Reply to

    A New Day

    by joe_e_smoe Oct 10, 2014 9:23 AM

    I am taking my marbles and going home!!!! Whaaaaaa! Whaaaaa! Mommy….the big boys made me feel stupid by exposing me as a lying, sniveling little farce. Why can’t Z go back up so I can talk nonsense all day and feel like a big man again. Why did I have to get exposed as a fraud. It so unfair. I used to be King on the Zillow board and now I’m just a goat. King to goat. So unfair!!! Whaaaaaaa.

    Sentiment: Sell

  • Reply to

    A New Day

    by joe_e_smoe Oct 10, 2014 9:23 AM

    "What kind of simple minded dolt carries on a conversation with himself on a massage board?"

    Apparently a simple minded dolt like Joe. Hahahaha. I wonder if Josie understands irony?

    Sentiment: Sell

Z
108.90+1.550(+1.44%)Dec 19 4:00 PMEST

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