Zillow (Class C) (NASDAQ:Z)

They are top dog in searching for houses, and their machine-learning based estimate of your house-price has become an industry standard way of evaluating how much a house is worth. They sell advertising services/referrals to agents, and own some related services (they own a mortgage company for example). I invested in them on the assumption they would find a way to leverage their great position in the market (lots of mind-share and data on customers) to get a bigger piece of the real-estate pie (so much money passes hands in the buying/selling of houses, with a lot going to the agents). They recently started flipping houses (buying cheap houses, fixing them up a bit, and reselling them). The price of the stock is going down as people get nervous about this, but I think they have massive potential (and risk) to make money doing this. They use machine-learning on photos posted about a house to automatically identify a bargain, make you an offer if you ask for one, send out an inspector, and buy your house within 1-3 days in cash. Then they fix and flip. If they can be their own agent, use their own mortgage services etc., they can make a LOT of money doing this. If they pull this off this will be an amazing investment for 20+ years.

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