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[ZG – Zillow] “Transformational Innovation”

Posted By scuttleblurb On In [Z] Zillow | Comments Disabled

I’ve followed Zillow on and off since its merger with Trulia and find myself more confused by it with every passing quarter.  There is always so much going on at once and management has failed to concretely explain how its disparate assets all fit together.  What Zillow has effectively demonstrated is that lead gen is […]

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[RDFN – Redfin] Business Model Analysis and Growth Constraints

Posted By scuttleblurb On In [RDFN] Redfin | Comments Disabled
[I am currently writing up a somewhat brief companion piece on Zillow.  It will be posted next week.]   Like healthcare and education, real estate is a massive market plagued by inefficiency, protected by incumbent interests, and resistant to reform.  If you’ve ever bought or sold a home, then you have no doubt been struck by […]
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[TREE – LendingTree] Lead Gen, Marketplaces, and Scale Economies

Posted By scuttleblurb On In [TREE] LendingTree | Comments Disabled

Less than four years after the its founding and two years after the nationwide launch of its lending exchange, LendingTree raised its first round of capital in the public markets.  A month later, in March 2000, the market began its brutal slide, creating two favorable conditions, collapsing advertising rates and declining mortgage rates, that LendingTree, […]

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