Robert Mollins
Research Analyst, Internet

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Z: Zillow Group - 3Q Print & 4Q Guide as We...
Z: Zillow Group - 3Q Print & 4Q Guide as We Expected; Like the Strategy & Are Incrementally More ...
11-2-2023
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DASH: DoorDash - Solid 3Q Upside & Impressive 4Q...
DASH: DoorDash - Solid 3Q Upside & Impressive 4Q Guide, but Staying on the Sideline
11-2-2023
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ABNB: Airbnb - OK 3Q Print, but We Think the Volatility...
ABNB: Airbnb - OK 3Q Print, but We Think the Volatility Seen Early On in the 4Q Could Persist int...
11-2-2023
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Kick ‘em When They’re Down - ICYMI: NAR Found Guilty of...
Kick ‘em When They’re Down - ICYMI: NAR Found Guilty of Colluding on Sales Commissions
10-31-2023
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Blowing Through the Windy City Rideshare Data -...
Blowing Through the Windy City Rideshare Data - Marketplace Appears Healthy w/ Trip Volumes +20% ...
10-30-2023
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RDFN: Redfin Corp - Lowering Estimates Heading into the...
RDFN: Redfin Corp - Lowering Estimates Heading into the Print, but Staying on the Sidelines
10-27-2023
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Z: Zillow Group - Looking for 3Q Upside, but See...
Z: Zillow Group - Looking for 3Q Upside, but See Downward Revision Risk to 4Q Consensus Estimates...
10-27-2023
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COMP: Compass - Quick Thoughts & Data Points...
COMP: Compass - Quick Thoughts & Data Points Heading into the Print
10-25-2023
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OPEN: Opendoor Technologies - Alt Data Points to a...
OPEN: Opendoor Technologies - Alt Data Points to a Solid 3Q, But We See Risk to 4Q Estimates
10-18-2023
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ABNB: Airbnb - AirDNA Data Points to Relatively in Line...
ABNB: Airbnb - AirDNA Data Points to Relatively in Line Topline in the 3Q; Maintaining Estimates,...
10-13-2023
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Online Real Estate - Time to Take Note of Homes.com’s...
Online Real Estate - Time to Take Note of Homes.com’s Rapid Web Traffic Share Gains
10-11-2023
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The Digital Check-in - Global Web Data Deep Dive...
The Digital Check-in - Global Web Data Deep Dive Supports the View that Incremental Travel Demand...
10-10-2023
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Rideshare Road Rules: Uber vs Lyft - Rideshare Dynamics...
Rideshare Road Rules: Uber vs Lyft - Rideshare Dynamics Unchanged vs Prior Months – Lyft Pricing ...
10-5-2023
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ABNB: Airbnb - ICYMI: ABNB Expected to Announce a Car...
ABNB: Airbnb - ICYMI: ABNB Expected to Announce a Car Rental Product Next Month
10-4-2023
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Blowing Through the Windy City Rideshare Data - Pricing...
Blowing Through the Windy City Rideshare Data - Pricing Down LDD% Yr/Yr, but Trip Volume Recovery...
10-4-2023
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CART: Instacart - Too Many Headwinds/Concerns & Not...
CART: Instacart - Too Many Headwinds/Concerns & Not Enough Catalysts to Close Valuation Gap; Init...
10-2-2023
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COMP: Compass - Data Science/Analysis Supports a...
COMP: Compass - Data Science/Analysis Supports a Cautious Stance; Lowering 3Q Estimates & Price T...
9-26-2023
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Opendoor & Redfin - Upgrading to Hold w/ Shares...
Opendoor & Redfin - Upgrading to Hold w/ Shares Materially Underperforming Since We Downgraded & ...
9-26-2023
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BKNG: Booking Holdings - ICYMI: EC Prohibits BKNG's...
BKNG: Booking Holdings - ICYMI: EC Prohibits BKNG's Acquisition of eTraveli, which Sets the Stage...
9-25-2023
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The Travel Data Roundup - Traditional Lodging Data...
The Travel Data Roundup - Traditional Lodging Data Offers Mixed Readthroughs for OTAs, but Paints...
9-19-2023

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