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Trading FraternityBULLZillow looks set up for a big rebound after jumping 50% today, with upside framed as at least a doubling.7d agoTrading FraternityBULLZillow is the last software laggard to rerate higher, with June strength and a playbook targeting a 100% move.8d ago
BiggerPocketsMixedZillow is where most listings people look at are typically shown for sale, so it matters mainly for on-market deal discovery.20d agoZillow looks set up for a big rebound after jumping 50% today, with upside framed as at least a doubling.
Zillow is explicitly the next “play,” after it already ran up 50% on the day. The upside framing is a minimum 100% follow-through, but the view comes with explicit caution to “be careful,” implying volatility risk after a sharp gap.
Zillow is the last software laggard to rerate higher, with June strength and a playbook targeting a 100% move.
Zillow is positioned at the low end after a strong June history where it went red only twice in the last 10 years. The thesis is that low-quality software plays have been popping lately, and Z is the remaining one lower, with catalysts tied to its annual general meeting tomorrow.
Zillow is where most listings people look at are typically shown for sale, so it matters mainly for on-market deal discovery.
Off-market deals are framed as the opposite of what you can usually find on Zillow, since the goal is to bypass the open-market listing ecosystem. The implication is that Zillow is a starting point for on-market hunting, not off-market lead generation.