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zg

ICYMI
July 2, 20210Comments

ICYMI: DiDi Global & Krispy Kreme Are Both Overvalued, Get Better Debt to Capital Ratings, Closing a Danger Zone Pick, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
June 29, 20210Comments

Position Close Update: Zillow Group Inc. (ZG)

We believe the stock no longer presents quality risk/reward and are closing this short position.
by Alex Sword
July 24, 20171Comments

Brokerage or Tech Firm? Redfin’s Valuation Requires the Latter

In light of its optimistic valuation and the downside risk associated with the business ultimately being viewed as a traditional real estate brokerage with fancy apps, this upcoming IPO is in the Danger Zone this week.
by Kyle Guske II, Senior Investment Analyst, MBA
April 28, 20160Comments

The SEC Is Starting To Worry About Non-GAAP Earnings

We’ve been sounding the alarm on non-GAAP earnings for several years now. Companies exploited the wide leeway granted by the SEC to present their business in a more favorable light.
by Sam McBride
barron's
March 14, 20160Comments

“Zillow Is Risky And Vulnerable” – Barron’s

This past weekend, Barron’s magazine featured our research for the third time in 2016 and 19th time since 2014. This time, Barron’s featured research from our Danger Zone report on Zillow Group (ZG).
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
March 10, 20160Comments

David Trainer Explains Why Zillow Group Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: Zillow Group (ZG).
by Kyle Guske II, Senior Investment Analyst, MBA
March 7, 20160Comments

Danger Zone: Zillow Group (ZG)

This week’s Danger Zone pick, Zillow Group (ZG), sounds multiple alarms: unusually misleading non-GAAP earnings, overvalued stock, and broken business model.
by Kyle Guske II, Senior Investment Analyst, MBA

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