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I'm just not feeling the love from Trulia, (Zillow either, but Zillow scares me as far as a downthumb, broke out of it's channel up).....Trulia is following Zillow, but I don't quite believe the market will support both at these levels. I contend that there is not enough market space for both Zillow and Trulia to have over $5B in market cap ($1.3M Trulia, $4.1B Zillow).Recent partnerships, such as with My Florida regional MLS, are important, along with ad revenue. Overall, I see the revenue increase from qoq delcling as SG&A continues growing. Would probably leave it alone, but I'm only a few percent off the high score board and down is where the leverage is.......Short term...
Disrupting real estate. This and Zillow could have amazing futures. Thumbs up to both.
I believe this stock does not have much room for growth. Its only a matter of time before we see a decline in valuation.
I'm a real estate agent.. Trulia Bad... not only have they never been profitable.. well.. on top of that they've never been profitable. I just wish there were puts I could buy.
Consolidation of Real Estate information provided directly to consumers.
Everybody wants to do a Facebook.
Yes, tons of consumers flock to real estate websites and get valuable information on it. But these websites have very little influence on what house a consumers ends up buying, what agent they engage with, what services they hire/purchases they make downstream etc. (unlike say google search advertising, where choice of vendors is huge, differentiation between them little and cost of a "mistake" minimal). The agent controls the transaction and Trulia can't do jack about it. All they can do is make some money off the agent's advertising budget and round it off with some small change advertising from the likes of Home depot and Lowes. Can't see any ecommerce, consumer subscription or transaction fee revenue in this setup either. Which leaves you with just the advertising piece that's barely profitable - take a look at move.com. that's trulia in steady state if it hit it out of the park 'cus there's no one else to displace.
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