Redfin is a technology-powered real estate brokerage. Redfin was started as the first map-based search. Redfin wants to bring as much value to the home buying or selling process that it can. Brett, Ryan, and Ian dive into the business fundamentals as well as discuss their thoughts on the business. As always, enjoy the show!
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Timestamps
Company Background | (2:17) 1:40
Industry | (9:33) 8:56
Management & Ownership | (12:35) 11:58
Valuation | (17:31) 16:54
Earnings | (20:11) 19:34
Balance Sheet | (22:03) 21:26
Our Analysis | (25:07) 24:30
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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