Barry Randall
118 posts
The company has continued to execute and we’re looking forward to Zillow’s first quarter earnings announcement in early May.
The whole effort is a transparent attempt by Brin and Page to maintain their voting control over the company.
February brought with it the quarterly re-balancing of the Crabtree Technology model. We take this action every three months as part of our disciplined investment process.
Here's an example of why we focus almost exclusively on a company’s business model and market opportunity.