Seeking Alpha
  • Chris DeMuth Jr.
    Zillow ($Z) Is Becoming the Facebook ($FB) of Homes: http://slate.me/UIHAov ($TRLA)
    Jul 29, 12:39 PM
    Reply (9)
    • losbronces: We'll see how well they can monetize their size. People don't look for homes everyday, $FB is a daily time-waster. IMO valuation is lofty...
      Jul 29, 2:55 PM
    • Chris DeMuth Jr.: IMO valuation is %@^@$%! insane. But I thought it was "lofty" at $100, so hopefully no one listened to that opinion then. We'll see...
      Jul 29, 3:09 PM
    • Patrick Lowry: So did I.
      Jul 30, 12:10 PM
    • Chris DeMuth Jr.: $Z is a cool site, though. I updated this listing and think all value investors should have a "make me move" price: http://bit.ly/WNcLkr
      Jul 30, 12:14 PM
    • kadison: Do you short Z or do you trade options?
      Jul 30, 2:14 PM
    • Chris DeMuth Jr.: kadison, upon the deal's announcement, I shorted $Z and wrote ATM puts on $TRLA at the deal's ratio.
      Jul 30, 2:17 PM
    • kadison: Asking, b'coz for some (thinly traded) stocks, I was short and due to no availability of shares I was kicked out of my position at a loss.
      Jul 30, 3:52 PM
    • kadison: so I am very careful with shorting...
      Jul 30, 3:52 PM
    • Chris DeMuth Jr.: Careful is good.
      Jul 30, 3:58 PM
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