• Snap Inc. Class A (SNAP)
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• Spotify Technology S.A. (SPOT)
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• Zillow Group Inc. (ZG)
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• Palantir Technologies Inc. Class A (PLTR)
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• Snowflake Inc. Class A (SNOW)
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• Asana Inc. Class A (ASAN)
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• ContextLogic Inc. (WISH)
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• DigitalOcean Holdings Inc. (DOCN)
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• WeWork Inc - Class A (WE)
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• Udemy Inc. (UDMY)
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Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!

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Read Answer Asked by Etienne on April 17, 2023

• Zillow Group Inc. (ZG)
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• Digital Turbine Inc. (APPS)
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Q: Of these 3 losers today which would be your preferred one to follow for a buy?

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Read Answer Asked by Gerald on November 03, 2021

• Zillow Group Inc. (Z)
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• Zillow Group Inc. (ZG)
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Q: Is it possible to determine a price at which Zillow becomes attractive based on its original / remaining business? If so, what do you think this number might be?

What's the difference between Z and ZG?

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Read Answer Asked by Peter on November 03, 2021