Hot Stocks Update - COIN & ZG

Travis Hoium
04-08

1. $Coinbase Global, Inc.(COIN)$

I continue to believe that this is the chart you need to watch at Coinbase. Trading will be profitable but volatile and non-trading growth is the company's future.

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2. $Zillow(Z)$ $Zillow(ZG)$

Let's be really clear what Zillow's deal with Buffett-owned Home Services of America means.

Zillow is winning at aggreggating demand and supply has to play ball. Zillow is winning. This remains a potentially 100x opportunity over the next 20 years.

The analogy is $Netflix(NFLX)$ ' deal with Showtime -- or maybe even its deal with $Walt Disney(DIS)$ .

Supply (realtors) get a short-term win, but they're giving up the long-term value in the process.

Once Zillow becomes the go-to place to DISCOVER rentals, mortgages, and homes it's GAME OVER!

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