Redfin recently (re-)launched a controversial home buying service called Redfin Direct that provides home buyers with a DIY, fully vertical home buying solution. Redfin Direct entices me as an investor because it upgrades Redfin's story from one about a low margin, technology-powered brokerage to one about a disruptive, digital home transaction marketplace. Redfin is currently valued as if it's a part of the boring story, but I believe that the latter narrative is closer to the truth. Thus, I recently went long RDFN, and aim to carefully build my position if the disruptor story gains