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Which podcasts are discussing Z?
10 ATTRIBUTED IDEAS · 10 EPISODES · 9 SHOWS
The shows
CNBC Fast Money
Animal Spirits
Art of Investing
Business Breakdowns
Capital Allocators
Marketplace
The Compound and Friends
The Derivative
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
6 AUG6D AGOCNBC FAST MONEY · 6:45
Zillow's guidance reset on housing headwinds
“The bearish case argued for Zillow: disappointing guidance reflects broader housing market headwinds from higher rates, compounded by a change in revenue accounting that will pressure near-term results.”
U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
In depth · 4/5Verify in source →
23 JUN23 JUNMARKETPLACE
12 MAY12 MAYTHE COMPOUND AND FRIENDS · 38:00
Housing-related stocks in a 'depression'
“The hosts presented a bearish case on housing-related stocks, arguing the sector is in a 'barren wasteland' due to a complete lack of transaction activity, despite resilient home prices.”
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
In depth · 4/5Verify in source →
13 AUG13 AUG 2025BUSINESS BREAKDOWNS · 10:30
Antitrust lawsuit against Zillow over pre-marketing rules
“The discussion framed Compass's antitrust lawsuit against Zillow as a fight over the top of the home search funnel, with significant stakes for Compass's marketing flexibility.”
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]
In depth · 4/5Verify in source →
5 AUG1W AGOCNBC FAST MONEY · 05:45
Zillow as a software turnaround play
“Tim argued Zillow is attractive on valuation as a turnaround in the software sector, with an interesting chart after a period of consolidation.”
What’s Next for the Consumer… And Metals and Materials Surge 8/5/26
Substantive discussion · 3/5Verify in source →
6 JUL6 JULCAPITAL ALLOCATORS · 24:35
Over-allocating to expansion risks shareholder value
“The guest argued CoStar's aggressive capital spending to compete with Zillow poses significant risk to shareholders due to founder-alignment concerns.”
Moat Investing Nuances – Pat Dorsey (EP.509)
Substantive discussion · 3/5Verify in source →
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