Eisman Is Short Zillow, Says It's Entered a `Terrible Business'

The transcript discusses common investment mistakes, focusing on the concept of shorting companies, particularly Zillow. It analyzes Zillow's business model and the challenges it faces, including its capital-intensive strategy. The discussion also covers how investors respond to short touts in the media and evaluates the current market conditions, comparing them to past economic bubbles.

What is the main focus of the first section regarding shorting stocks?

• A short position in a multinational corporation

• A large short position in a tech company

• A small short position in a fashion company

• A short position in a real estate company

Which company is being shorted in the second section?

• Facebook

• Neuberger Berman

• Amazon

• Zillow

What is the speaker's opinion on Zillow's new business venture?

• It is a risk-free business

• It is a cyclical and low-margin business

• It is a stable business

• It is a high-margin business

What does the speaker suggest is more important than stock multiples in market evaluation?

• Understanding market cycles

• Focusing on short-term gains

• Investing in real estate

• Predicting the next big tech company

According to the speaker, what did not cause the Internet bubble to burst?

• Stocks becoming too expensive

• A sudden market crash

• A lack of investor interest

• Government intervention