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Internet/e-Commerce
document TEXT-001-HOUSE_OVERSIGHT_014887.txt Apr 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…in its 10-K filing, and there is growing optimism on advertising being a positive bottom-line driver. In SMID Internet, Zillow has more controversy going into 1Q as investors are once more concerned about potential regulation by the CFPB limiting the ability of agents and mortgag...

Zillow (Buy, $42 PO)
document IMAGES-003-HOUSE_OVERSIGHT_014934.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Zillow (Buy, $42 PO) Stock view: controversy sounding the mortgage business While we still expect Zillow’s core business to have a solid quarter on product improvements, the self-serve platform, and its recent Seller Boost product, the controversy surrounding Zillow’s mortgage...

Table 32: Zillow estimate summary
document IMAGES-003-HOUSE_OVERSIGHT_014935.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 32: Zillow estimate summary 1Q17 2017 2017 2018 Revenue BofAML est. $239 $261 $1,062 $1,307 Growth Y/Y% 25% 23% Street $236 $257 $1,048 $1,258 BofAML vs. Street Above Above Above Above EBITDA BofAML est. $40 $51 $215 $313 Street $39 S46 $211 $298 BofAML vs. Street Above Ab...

assume $4.7/share in value for the core business based Verizon's pending acquisition
document IMAGES-003-HOUSE_OVERSIGHT_014945.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…variety of online and offline locally focused advertising businesses, Google traffic dependency, and advertiser churn. Zillow (ZG / Z) Our $42 price objective is based on a 6x our 2018E EV/Sales and supported by our DCF valuation. Our multiple is roughly in-line for online real...

Top 10 US Ideas Quarterly
document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…tin Post Take-Two Interactive TTWO TTWO US Justin Post Wix.com WIX WIX US Nat Schindler Yahoo! YHOO YHOO US Justin Post Zillow ZG ZG US Nat Schindler Zillow Z Z US Nat Schindler Activision ATVI ATVI US Justin Post Electronic Arts EA EA US Justin Post Quotient Technology Inc QUOT...

US - Internet Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014642.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tin Post Take-Two Interactive TTWO TTWO US Justin Post Wix.com WIX WIX US Nat Schindler Yahoo! YHOO YHOO US Justin Post Zillow ZG ZGUS Nat Schindler Zillow Z ZUS Nat Schindler NEUTRAL Activision ATVI ATVIUS Justin Post Electronic Arts EA EAUS Justin Post Quotient Technology Inc...

Company referenced Ticker Price
document IMAGES-003-HOUSE_OVERSIGHT_014938.txt Apr 5, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…NAP 20.7 TripAdvisor TRIP 41.76 Trivago TRVG 12.81 Twitter TWTR 14.53 Wayfair W 40.21 Yahoo! YHOO 46.38 Yelp YELP 33.22 Zillow A ZG 33.49 Zillow C Z 33.47 ZYNGA ZNGA 2.18 Source: BofA Merrill Lynch Global Research, Prices as of 5 April 2017 52 __Internet/e-Commerce | 06 April 2...