Asymmetric Investing by Travis HoiumPublished 2026-10-02
“My TOP Stock to Buy in October!”
$ZBullish
Zillow is a strong long-term investment opportunity driven by its platform network effects, high-growth rental/mortgage businesses, margin improvement, cheap valuation, and aggressive share repurchases.
Remember, I'm looking for stocks that will give me 10x returns over the next 10 years. I don't really care what the price of a stock is in the next month or two. I want to know how the company will grow in the next decade ?
Will there be opportunities for revenue growth, margin expansion, and multiple expansion? There may even be an opportunity for a share buyback. In a company, I mainly look at these four things.