US · 3 entries · 3 publications
Zillow
More bullish than bearish among those that state a stance.
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Sign up freeBlogs · r/ValueInvesting · /u/k_ristovski
Zillow is down 86% from the 2021 peak (when it was significantly overvalued) and down 57% this year. Here's my thesis on why it is undervalued. Its model is changing. It used to be advertising-first, where the buyers…
Since publication +18.9% α +19.0 pp vs S&P 500 · USD
Substack · Real Boston · Rich Rosa
Freddie Mac: Mortgage Rates Hit 3-Year Low | Trump's $200 Billion Bonds Bet | Zillow: More Affordability in 2026 | Boston: A "Hot" Market in 2026?
Since publication −50.5% α −63.4 pp vs S&P 500 · USD
Substack · R.E.A.L.
AI-driven valuation models are now widespread. But what happens when trust in these algorithms breaks down?
Since publication −54.2% α −85.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.