How Asymmetric Investing by Travis Hoium’s view on $Z changed

2026-10-02Bullish
“My TOP Stock to Buy in October!”
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.