Zillow Group, Inc. Class C
$30.54
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Scouting Reports

Hormuz Ceasefire Hands Warsh Modest Breathing Room on Rates
Jun 13, 2026
Crude oil is in freefall this week as the U.S. and Iran inch toward a ceasefire deal. Brent and WTI benchmarks plunged after President Trump abruptly canceled planned airstrikes, telegraphing a potent
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Weekly Playbook: Travel Demand, Lunar Milestones, and Retail Margins (AEO, LUNR, DAL)
May 26, 2026
The final week of May 2026 brings a sharp intersection of consumer resilience and heavy industrial execution. While macro narratives continue to debate the broader economic trajectory, institutional c
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SaaS Multiple Compression and the Rise of Vertical AI
May 26, 2026
The broader software sector is undergoing a violent bifurcation. Since early 2025, median revenue multiples for software firms have compressed from above 7x to below 5x calcalistech . But beneath the
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