Every quarter, large money-managers have to disclose what they've bought and sold via 13F filings. While Fools don't always (or even usually) follow what the big money does, we can often glean an idea or two by tracing their footsteps.

In the video below, Foolish contributor Jason Hall takes a look at $8 billion Tiger Global Management's recent investment in both Zillow (NASDAQ:ZG) and Trulia (UNKNOWN:TRLA.DL). More importantly, Jason takes the time to explain what's so great about these two companies and why they may be great companies for your portfolio as well. See the short video below for more analysis on these two companies.