Ron Baron Comments on Zillow Group

Guru stock highlight

Jan 28, 2021

Zillow Group, Inc. (ZG, Financial) operates leading U.S. real estate sites, a mortgage marketplace, and the Zillow Offers home-buying business. Shares were up on strong results driven by record top-of-funnel metrics, an inflection in mortgages revenue, and excellent profitability in the core business. In our view, Zillow is well positioned to penetrate the large online real estate advertising opportunity with substantial upside from Offers, leads for Premier Agents, and Zillow Home Loans.

From Ron Baron (Trades, Portfolio)'s Baron Partners Fund fourth-quarter 2020 shareholder letter.

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