I cannot find anything to justify the premium Zillow enjoys over Trulia. Z could be the best short in the market today.
Very similar revenues. TRLA earnings est. $.75. Z earnings est. $.50
Z has more than twice the mkt value of TRLA and TRLA chart is broken. Z is in trouble.
These will be followed by further reductions in the summer. The global economy is going into the deep freeze of Kondratieff winter.
good luck with the growth forecast when the rest of the known world is in recession.
Looks like ole William missed the ENTIRE move from $80 to $120...Brilliant analysis!
Avg. earnings estimate is 22% BELOW same quarter last year and next quarter is similar. What would be the catalyst for such massive multiple expansion?