Windmark is a resale franchise, or we've talked about on the show a little bit. Its market caps are around a billion dollars and it has exactly zero analysts covering the company. So but they're cash flow positive, high returns on investment, franchise business that is consistently knocking out of the park.
After spending a year getting rid of its iBuying business, how should investors regard Zillow Group?
(0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable business - 1 thing to watch when Redfin reports after the closing bell
(9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located.
Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA
Host: Chris Hill Guests: Jim Mueller, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl
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