The SohnX San Francisco Investment Conference is in the bag, and it brought a long list of investment ideas to investors. For those who didn't have a chance to catch the conference, we're outlining the long thesis for Zillow presented by SoMa's Gil Simon.
Q3 2021 hedge fund letters, conferences and more
Busy Years For Zillow
He argues that Zillow could be a four-bagger and more in the coming years, and he expects it to be one of the next $100 billion internet companies. Simon noted that the company has been busy for the last few years, but he thinks the current share price offers an attractive entry point for...
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