Up Day

Markets look broadly up so far. I sold Kroger (KR) near open. I also sold off most my MMYT position. With the stock market going up across the board I didn’t want to chase, so there weren’t many of the stocks I liked that had easy buying opportunities. I just bought a bit of Enova […]

Zillow Flips Upward on Home Flipping Story

For the past couple quarters Zillow has slid after reporting quarterly results. The big themes on the slide were the erosion in the growth rate of their core business (selling ads to Realtors) coupled with new (perceived?) risks to their business from adding new business lines including lending and home flipping. In after hours on […]