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Is Zillow (Z) overvalued? Sure, says Howard Lindzon, just like Amazon was "overvalued" (at...

Is Zillow (Z) overvalued? Sure, says Howard Lindzon, just like Amazon was "overvalued" (at $430M!) at their IPO. Yet Z "is not a bubble stock. It's a proxy for the disruption that entrepreneurs feel was needed in the real estate market. Take an hour off from from freaking out at the valuation."
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Comments (3)
  • Follow My Alpha
    , contributor
    Comments (41) | Send Message
     
    Comparing Zillow's potential to Amazon. com is a little far fetched. Amazon had the ability to morph into the ultimate online retailer that was never truly defined by one category or industry. Amazon now offers payment services and has successfully leveraged the power of the online entrepreneur. Zillow on the other hand is real estate only and far more limited in scope by default. Mortgage marketplace was a great idea but still part of real estate. The idea that Zillow could morph into something completely different years down the line like Amazon isn't an easy to sell. Just imagine if Amazon still only sold books...stock probably wouldn't be so hot. Then again all boats rise at high tide and Zillow maybe one of these boats.

     

    Check Out the Zillow Article Below:

     

    seekingalpha.com/artic...
    21 Jul 2011, 12:13 PM Reply Like
  • zhellc
    , contributor
    Comments (58) | Send Message
     
    are you phking kiding?Your tone sounds like 1999-2000
    21 Jul 2011, 01:36 PM Reply Like
  • me3tv
    , contributor
    Comments (46) | Send Message
     
    I am a heavy user of Netflix and Amazon from the start and never invested in the stocks of either. I am also a heavy user of zillow ( I did recently sell and buy again - and continue to feel out prices all over the country). I am beginning to think if I am a heavy user and early adopter - then the company I am using a lot -- if available on the stock market ... is going to do very well. (demographics - 62- male - educated - tech savvy).
    21 Jul 2011, 09:56 PM Reply Like
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