Internet RESEARCH

We leverage unique data resources including web tracking, credit card data, geolocation and other data for insights on large and small cap internet companies.

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Robert Mollins

Research Analyst, Internet

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Redfin Corp - See RKT’s Offer as Best & Final;...

Redfin Corp - See RKT’s Offer as Best & Final; Upgrading to Hold

3-10-2025

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Zillow Group - Flagging Key Takes Jeremy Hofmann’s...

Zillow Group - Flagging Key Takes Jeremy Hofmann’s Investor Conference Presentation

3-5-2025

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Opendoor Technologies - Solid 4Q, but Weak 1Q Guide...

Opendoor Technologies - Solid 4Q, but Weak 1Q Guide Given Uncertain Macro Backdrop; See Risk/Rewa...

3-3-2025

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Redfin Corp - 4Q EBITDA Weaker-Than-Expected & 1Q...

Redfin Corp - 4Q EBITDA Weaker-Than-Expected & 1Q Guide Well Below Street; Maintaining Underperfo...

3-3-2025

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Opendoor Technologies - Alt Data Points to 4Q Rev &...

Opendoor Technologies - Alt Data Points to 4Q Rev & EBITDA Upside, but w/ Weak Pending Sales in J...

2-26-2025

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Instacart - EBITDA Ests Will be Downwardly Revised, but...

Instacart - EBITDA Ests Will be Downwardly Revised, but Appreciate Strategy to Trade NT Profits f...

2-25-2025

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Redfin & Zillow - We're Not Buying the...

Redfin & Zillow - We're Not Buying the Acquisition Rumors; A Multifamily Rentals Partnership Does...

2-25-2025

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Booking Holdings - Solid 4Q Outperformance, but Weak 1Q...

Booking Holdings - Solid 4Q Outperformance, but Weak 1Q Guide; Mngt Continues to Execute Well, bu...

2-21-2025

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Compass - ICYMI Compass Acquired Washington Fine...

Compass - ICYMI Compass Acquired Washington Fine Properties; We Like the Deal as it Will Bolster ...

2-20-2025

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Instacart - Looking for 4Q Top- & Bottom-line...

Instacart - Looking for 4Q Top- & Bottom-line Upside and Above Street 1Q GTV & EBITDA Guide w/ Ca...

2-20-2025

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Compass - See Path Forward for Continued Share Gains,...

Compass - See Path Forward for Continued Share Gains, but w/ Gains Expected & Stock Up Big YTD, S...

2-19-2025

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Booking Holdings - Looking for 4Q Upside, but We’re...

Booking Holdings - Looking for 4Q Upside, but We’re Cautious about 1Q Guidance; Staying Hold-rated

2-19-2025

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Airbnb - Upgrading to Hold; See Valuation Premium Here...

Airbnb - Upgrading to Hold; See Valuation Premium Here to Stay w/ ’24 Margin Floor Outperformance...

2-13-2025

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Lyft - Pricing Environment Casts Incremental Doubt on...

Lyft - Pricing Environment Casts Incremental Doubt on Targets, but Lower Prices Could Drive Highe...

2-13-2025

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DoorDash - Another Q of Impressive GOV Growth; See...

DoorDash - Another Q of Impressive GOV Growth; See Sustainable Growth Levers, but Invests Likely ...

2-12-2025

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Zillow Group - Solid Operational Execution, but Shares...

Zillow Group - Solid Operational Execution, but Shares Rightfully Coming Under Pressure w/ Lofty ...

2-12-2025

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Expedia Group - Solid 4Q Print & ‘25E EBITDA Margin...

Expedia Group - Solid 4Q Print & ‘25E EBITDA Margin Expansion Guide – Esp w/ Topline Headwinds; R...

2-7-2025

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Uber Technologies - Mixed 4Q Print & Lackluster 1Q...

Uber Technologies - Mixed 4Q Print & Lackluster 1Q GB Guidance, but Staying Buy-rated w/ Levers i...

2-5-2025

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Blowing Through the Windy City Rideshare Data - Trips...

Blowing Through the Windy City Rideshare Data - Trips Cont’d to Grow in the 4Q, but at a Decel Pa...

2-4-2025

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Uber & Lyft - Tracking Headlines Over Recent Weeks...

Uber & Lyft - Tracking Headlines Over Recent Weeks that Have Weighed on Sentiment

2-3-2025

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