I believe Zillow is undervalued and poised for growth. With a strong market position and an increasing share in rental and mortgage origination, they have the potential to capitalize on the shifting real estate market dynamics and broker weakness. Expecting significant upside through increased wallet share.

With recent trends indicating a shift in the housing market and signs of investor activity in major states, I believe Zillow (Z) is well-positioned to capitalize on the upcoming changes and see significant growth in the coming months.