REDFIN CORP RDFN

February 27, 2018 - 6:29pm EST by

member

						2018	2019
Price:		20.60		EPS		0	0
Shares Out. (in M):		82		P/E		0	0
Market Cap (in $M):		1,700		P/FCF		0	0
Net Debt (in $M):		2		EBIT		0	0
TEV (in $M):		1		TEV/EBIT		0	0

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8	member 8/14/18 12:03PM Re: I'm short this 6
Even after this move, stock still trades amazingly at a 12.1x foward EV/Gross profit, one of the most expensive growth names in my universe, for a stock showing decelerating growth metrics and collapsing economics (guided... login to read the rest 3 view available tags
7	member 5/11/18 12:06PM Re: I'm short this 6
I think you're being far too dismissive about Redfin's tech acumen. Read some of the Notorious R.O.B.'s posts about Redfin's technology from the time of the IPO. Valuation is another matter though! view available tags
6	member 5/11/18 11:43AM I'm short this
This is one of the most overvalued names in an expensive market. It is clearly a traditional brokerage company masquerading as a tech company that somehow is even more expensive than some of the most... login to read the rest 6 view available tags
5	member 2/28/18 12:06PM Re: Anecdotal... 3
Do they really not photograph and stage the home? That is surprising to me. Do they partner with any third parties that can offer this service? At a minimum, I would think they would offer this... login to read the rest view available tags
3	member 2/28/18 8:55AM Anecdotal...
So this is 1 data point. My sister recently sold her house. She is very cost conscious, so I told her ahead of time that she should check out Redfin. All I knew about it... login to read the rest 4 view available tags
2	member 2/28/18 7:29AM Business model
I get their business model: make agents 3x more productive but only charge 50% of the fees. Agents get a salary so there should be good operating leverage. Keep lowering fees so that 3x goes... login to read the rest 6 view available tags
1	member 2/27/18 7:45PM Agents/employees
thank you for this. we were looking at this also. One thing that struck me, once an agent as built up their network group why couldn't they just strike out with another agency and get the... login to read the rest view available tags

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