$ZG Zillow Group Tape Reports
Per Ticker.id: $ZG Zillow Group Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-07 07:00 UTC.
Hey, good morning, David. House Minority Leader Hakeem Jeffries and Jared Kushner, the president's son-in-law, they met in recent weeks. That's according to who? A person that's familiar with the situation. Jeffries, who described that conversation as covering a broad range of topics. The timing coming just ahead of the midterm elections with control of the House at stake. Jeffries is in line to be the speaker should the Democrats retake the chamber. Ukrainian President Volodymyr Zelensky said today there will be talks with Russia over the Black Sea. The comments come after he said this weekend that he had offered Russia a truce on attacks against ships traveling the Black Sea, but the Kremlin rejected it because they also wanted guarantees against strikes on energy infrastructure. The Federal Trade Commission and a group of states announced a settlement today with Zillow, ending claims that the real estate platform paid Redfin $100 million to stop competing in apartment rental listings. The FTC argued that the agreement between the two companies drove up costs for landlords and it also lowered the quality of listings for renters. David, back over to you.
Frank Holland — Squawk on the Street · 11AM Hour: AI's "Bar Mitzvah Moment," Beef Price Backlash & Former Philadelphia Fed President 8/24/26 · 2026-08-24I agree. So I think you're looking at the latest numbers and Zillow, again, they're not friends of Brian Fannie. So they position numbers because they have certain programs going, right? So you're probably looking at your typical starter home is about $290K. Okay. It might be about $100K more. The dynamic that we're seeing is this: there's more inventory than we've seen in the last 7 years. Okay. There's more houses for sale, which means prices are starting to soften. Prices are starting to flatten. This is the time. And you guys were talking earlier on about the lady listening to social media. If you're a buyer and you're listening to social media, there is no hope. Give up. Everybody's given up. That's the thing to do. Rent is your friend, the math's not mathing. And that's not true. Now is the time to be making sure you're doing the Ramsey program, you're saving the money, you're eating spaghetti, okay? You're doing it because if, if you really want a house, you got to sacrifice.
Brian Buffini — The Ramsey Show · How Far Are You Willing To Go To Win? · 2026-08-20So, I'd say when we're having conversations, one, I'm still very focused on the Fed and how is actually going to change how the Fed thinks. And I think we are going to realize that his data task force is possibly the most— it's been done in years, if not decades. I think we look at bad data. I would point out year 2020, 2021 after COVID, official CPI was lower than metrics like Truflation, lower than real-time Zillow rented things, and yet we were keeping easy money. And now I think we're making the mistake in the opposite direction. So, I think when you're talking to corporations, you're talking to hedge funds, looking for the end— that's the data out there. And they all look well beyond just the official BLS data. So, that's been an interesting conversation that we're having. I think that's been really kind of cool. The second part of things is trying to separate geopolitically what's going on tactically versus strategic. And at some level, I think it's really our competition with China is still the overriding strategic issue. And yes, the war in Iran is affecting oil prices, it's affecting rates. There are longer-term implications, but the real challenge is going to be China. And I have to say I've been a little bit caught by surprise how quickly cheap Chinese compute is coming on the market, right? I, I felt that we had a bigger lead on where we stood on AI and it feels like the average AI is catching up and China has the advantage that they distill models. So I'm watching that closely. And then the other big trend that I think is really finally catching steam is that production for security or production for national security, production for resilience. What might strike you as odd, because we've been talking about this for quite some time now, it's when you talk, I would say, particularly to large asset managers, there's still a reluctance almost to believe that the end of global trade and globalization is over. And many of the people who are senior rose to those levels because they embraced globalization. And I think they're having difficulty seeing or believing that this kind of production for security is not— it's just going to go away. I think they think, oh, well, maybe after the midterms.
Peter Tchir — Thoughtful Money with Adam Taggart · The Market Is Mispricing The Inevitable | Peter Tchir · 2026-08-16You can't go to Zillow and say, my neighbor sold his policy for X, so I can sell mine for Y. So it's like, if I tell you it's worth $20,000, you may believe me. Meanwhile, I know it's worth $300,000.
Jonah Kahn — Planet Money · You bet your life insurance · 2026-08-14Yeah, it's still really early in the CoStar thesis. It'd be way too soon to write it off in one direction or the other, but really the way to think about CoStar is that it's the Bloomberg terminal of commercial real estate. So it's this data business empire built over 40 years of research and physically visiting and cataloging properties. That gives them a monopoly-like grip on the comps and analytics that brokers and lenders and investors all depend on in this industry. So that core data franchise carries about 50% margins, and the business overall has a net cash balance sheet, and then has strung together something like 60 quarters of double-digit revenue growth. So it really is an impressive business. So the controversy and the reason the stock is down so much boils down to management having plowed billions of dollars into Homes.com, which is this residential portal meant to challenge Zillow. And most people are probably familiar with Zillow if they don't know what Homes.com is, but that investment has dragged the entire company's operating profits negative. And then actually it drew in an activist investor who was advising for change and Dan Loeb, who's a pretty famous investor. So the thesis is basically that the market is so fixated on the cash burn tied to Homes.com, that it's handing you this crown jewel commercial monopoly data business at a discount. And for lack of better words, the expression is throwing the baby out with the bathwater is really what it seems like has happened here with CoStar.
Shawn O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-13If I were to assume the perspective of CoStar's CEO, I think part of what makes giving up on this bet so hard is that Zillow is such a dislikable company. They really have some uninspiring business practices and have incurred lots of lawsuits for how they've run the company and lots of allegations of theft and stealing from CoStar itself. So there is a pretty bitter rivalry between the businesses, and actually Zillow has not performed well as a company anyways. So it feels like things are really ripe for disruption where CoStar should be able to come in and just take over that business. But of course, there's a massive amount of brand recognition working in Zillow's favor that makes that easier said than done. And so it does give me some pause to see somebody like Dan Loeb, lose faith in the CoStar thesis, where he was primarily arguing to cut spending on homes.com. And there definitely is some thought of this maybe being an ego thing where, like I said, there is a pretty bitter rivalry between Andy Florence and Zillow. And it may simply boil down to not as what is the best economic decision, but a sense of pettiness and wanting to take down sort of an enemy. And so, All that said, CoStar has decided to drop its net investment into homes.com from $850 million last year to what will be about $300 million this year. And then in 2030, it's supposed to come down another $100 million. So even if the cutback in spending was not to Dan Loeb's liking, there is a cutback occurring, which gives me confidence in not just writing off the entire business and definitely going forward, Especially when the valuation stripping out spending on Homes.com is so reasonable for a business with the data moats that CoStar has that are built literally by photographing thousands of commercial real estate buildings across North America over several decades. So we do know that the worst-case scenario of them just blowing everything on Homes.com is very unlikely to come to fruition as they already cut back spending and Like I said, with this data moat that they've really built one building at a time, AI can obviously not replace that.
Shawn O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-13