The Green Files > In A Dismal Environment, Zillow Reports Profits In First Earnings ...

[Minyanville] Zillow and LinkedIn are both market leaders in their sectors, are disrupting old business models, growing over 100%/year, and should have sustainable and high profit margins (on its earnings call Zillow said Q2 EBITDA margins were 24% and should trend towards 30-35% over time). I would value both at 25x trailing 12 month revenues, 20x FY11 revenues, and 15x FY12 revenues.

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[Crown Trading Systems Inc.] Zillow, Inc. Announces Second Quarter 2011 Financial Results ...: * Zillow operates the most popular platform of mobile real estate applications across iPhone(R), iPad(R), Android(TM) and BlackBerry(R), and extended its leadership position during the quarter. In June, Zillow launched the first Zillow Mortgage Marketplace app on iPhone, helping borrowers instantly and anonymously submit loan requests from any location and connect with verified lenders.

[Crown Partners Inc] Semtech Announces Second Quarter of Fiscal Year 2012 Results and ...: The results announced today are preliminary, as they are subject to customary quarterly review procedures by the Company’s independent registered public accounting firm. As such, these results are subject to revision until the Company will have filed its quarterly report on Form 10-Q for the second quarter of fiscal year 2012.

[Dr Stock Pick] Semtech Announces Second Quarter of Fiscal Year 2012 Results and ...: Record Quarterly Revenue of $130M up 15% Year Over Year Quarterly Gross Profit Margin of 60.4% Record Quarterly Operating Profit of $31.9M Record Diluted. Zillow, Inc.

[CRWE Picks] Semtech Announces Second Quarter of Fiscal Year 2012 Results and ...: The results announced today are preliminary, as they are subject to customary quarterly review procedures by the Company’s independent registered public accounting firm. As such, these results are subject to revision until the Company will have filed its quarterly report on Form 10-Q for the second quarter of fiscal year 2012.

[Zillow Advice RSS: Question-Discussion-Guide,Home Buying,] In today's market, will sellers accept offers contingent - Zillow: It is clearly a buyers market here in Tucson and contingency sales are valid, however, not every seller will agree to one for various reasons. If your current home is under contract and the inspections and appraisal have been completed, .

[Exit Eric] New Home Supplies Remain Flat; Builders Not Over-Extending: The New Home Sales report may have read differently if not for the Northeast Region which doubled its sales units in July. The gains buoyed the broader data, re-affirming the importance of looking past national data and focusing on what’s local;

[New Home Sales Training & New Home Sales Management Blog - Myers Barnes] Video Blog: The Worst New Home Sales Closing Technique | New Home ...: Widely regarded as the authority on new home sales, Myers Barnes has helped generate billions of dollars in revenue for builders, developers, and top corporations. Myers Barnes can teach you the most important and effective sales strategies and techniques in the new home sales industry.

[Technology Blog] Social Media: The Tech Bubble 2.0? | Technology Blog: So, if we take a billion in revenue, a new billion valuation, and assuming 25% net profit margin (very generous), up P / E multiple is an amazing 100x .or more, dwarfs even the high flyers Baidu PE ratio of 83 (one of the reasons I see BIDU face downside risks in 2011.) For purposes of comparison, Google’s PE of about 24, close of 22 Apple

[Zerohedge.com] Weekly Chartology And The Amazing Levitating Corporate Profit Margins: The core topic of this week's chartology (in addition to all the charts that Goldman sees it fit to print), is the amazing never shrinking corporate margin, which continues to hit new all time highs, despite a "tepid economy" and surging input costs. As Goldman's David Kostin points out, it primarily has to do with the ability of companies to gradually pass on costs to consumer, indicating once again that the primary variable in this economy has nothing to do with the jobs picture, or even wage inflation (a key variable that many have said is necessary for inflation to return), but with the ongoing green light by the administration and big banks to allow a substantial number of Americans to live mortgage free (as disclosed previously up to 900 days in the states of New York and New Jersey, a number which actually is 7 years if one considers the backlog in the judicial system, as we will shortly demonstrate), thus removing the primary use of funds for the American household, and allowing a substantial demand price inelasticity for key consumption products such as gasoline, and iPads.

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