We are investing with a time frame of quarters and years in mind. Strategies Why our investment horizon is long
The company has continued to execute and we’re looking forward to Zillow’s first quarter earnings announcement in early May. Strategies Zillow’s potential in the real estate space remains big
February brought with it the quarterly re-balancing of the Crabtree Technology model. We take this action every three months as part of our disciplined investment process. Strategies Why Zillow trumps LinkedIn for our portfolio