Stone Fox Capital
Long/short equity, growth at reasonable price, research analyst, deep value

Trulia: Not The Market Leader

After closing on the purchase of Market Leader back in August, did Trulia (TRLA) turn into the market leader in the online real estate sector? The company competes in the highly competitive online real estate marketplace for home buyers, sellers, renters and real estate agents against the likes of fellow online operator Zillow (NASDAQ:Z) and legacy leader Move (NASDAQ:MOVE), which runs The fragmented market is ripe for a market-leading, go-to website for real estate transactions. The move by Trulia puts it in place to lead on the professional side, but it still lacks the consumer audience of Zillow.

The marketplace for real estate transactions is rebounding solidly and provides plenty of opportunities for the...

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