Everything said about
5
Ideas · 30d
2
Episodes
4.2
Avg depth
5
Ideas · all time
The conversation · most recent first
18 JULTHE TIM FERRISS SHOW · 08:30
Angel invest in deep industry AI verticals
"The most viable path for angel investing in AI is targeting deep, off-the-beaten-path industry verticals with proprietary datasets and complex workflows."
Substantive discussion · 3/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:45
Activist pushes CoStar to cut residential spending
"The bear case argued by activist firm Third Point is that CoStar's massive capital allocation toward residential real estate via homes.com is value-destructive and should be significantly scaled back."
Core thesis · 5/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 06:15
CoStar's homes.com bet targets Zillow's structural flaw
"The bull case for CoStar's heavy investment in homes.com is that its 'your listing, your lead' model exploits listing agent resentment toward Zillow's practice of selling buyer leads to competing agents."
Core thesis · 5/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 11:40
Regulatory commission unbundling favors CoStar over Zillow
"The structural shift in US real estate commissions away from pre-baked buy-side broker compensation represents a major tailwind for CoStar's seller-focused model over Zillow's buy-side monetization."
In depth · 4/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 08:10
Homes.com expansion faces execution and competition risks
"The bear case for CoStar Group's consumer expansion is that replicating the apartments.com playbook with homes.com is proving significantly more difficult and is currently dragging down financial performance."
In depth · 4/5