+0.0
net board stance
what this means
33.0
-6.6% · close 2026-09-08
-3% / -8% / -62%
1m / 3m / 12m
-126%
vs SPY since 2021-11-06
7%
of 52w range · -62.0% off high
1/1
hit rate as primary · α +71
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 48 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on ZG
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average α +71.3. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Zillow's iBuyer collapse is structural, not a stumble | ▼ SHORT | primary | HIT | +52.8% | +71.3 | 2022-11-06 |
The tape — what was actually said
every capture on any idea holding ZG, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▼ on
📈 Zillow's iBuyer collapse is structural, not a stumble
E54 · 2021-11-06
▶ 37:14
they were trying to be a, quote, market maker in the business. And it turned out that what they were really doing was being more of a speculator, right? ... one could argue this was flawed from the beginning. The execution clearly was way off. ... the maturity of a Silicon Valley entrepreneur who's crushed it so many times doesn't mean that they're perfect. And this was a big miss.
Chamath
support ×3
▼ on
📈 Zillow's iBuyer collapse is structural, not a stumble
E54 · 2021-11-06
▶ 40:46
it speaks to two big mistakes that Zillow made. The first is that catching a wave of disruption is very difficult when you have an old line business that is fundamentally competitive with the new line of business. ... Zestimate over time basically calcified this idea of price inflation. So the accuracy was never a goal. ... the open door margin on average is about 10%. The Zillow margin on average was 3%. So they had a much more razor thin margin of safety here, which again speaks to pricing.