Published: October 10, 2013
Tale of the taper. Amidst a Fed-tapering, rising interest/ mortgage rate backdrop, Trulia (the "Company") also finds its growth rates tapering. Copycat risk is extremely high given the lack of a defensible, sustainable competitive advantage and a marginal competitive position as the #2 player in ...
Published: July 31, 2012
"Facebook is by far the most attractive short I have seen with a market cap in excess of $1 billion. The current valuation implies Facebook is one the highest quality and fastest growing companies in the world. In reality, the company has a poor track record of monetizing user activity, and its g...
Published: September 11, 2012
<em>(This is an edited and highly-abbreviated quick pitch pulled from the SumZero community)</em>
Analyst: Rohit Dewan
Firm: Olm Capital Management
Industry: Hedge Fund
Location: New York, NY
Recent Price: $29.23
Target Price: $40.00
Zillow (NYSE: Z) belongs in a highly diverse categ...