Seeking Alpha
  • Arne Alsin
    I should've included one or two financials in my top ten, an obvious play if you're betting on a rebound in housing.
    7/18/13
    Reply (4)
    • Mike Arnold: what do you think about a Zillow (Z)? A SaaS play on housing.
      7/18/13
    • Kowksi06: which financials are your favorites?
      7/18/13
    • Arne Alsin: Mike, I don't see Z as the answer. The frictional cost of selling/buying needs disrupting.
      7/18/13
    • Arne Alsin: Kowk, check out my Top Ten 2012 for financial ideas. Ignore the return, there's more to come.
      7/18/13