$CSGP
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How The Intrinsic Value Podcast’s view on $CSGP changed

Channel profile →2 entries
2026-08-20Bullish
“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
CSGP's core commercial real estate data business is high quality and durable; despite significant capital misallocation on Homes.com, the stock is undervalued/cheap because the market over-punished the company.

Let's do co-star. Um, on 10ear horizon, I actually Is this a hot take? I would put it at I would put it at S tier. >> Hot take. Is that you think so? >> I think I mean I think the core business is quite strong.

Um to me personally I would have put it just intuitively but you understand the company much better than I because you pitched it. Um to me it seemed like value today is probably better than value 10 years time or 10 years um down the road.

Watch the source1:09:20
2026-08-16Bullish
“Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?”
CoStar is a bull thesis; the market over-penalizes Homes.com losses while undervaluing the core commercial real estate data monopoly, especially as capital expenditure on the residential portal decreases.

We got to admit quality compounded bros did not have a good one and a half years recently and we could just you know keep going in that direction and talk about another business that is currently in our portfolio and is down about 25% and that's Co-Star Group and I should say that for this company it's not so much about figuring out any patterns today because it hasn't spent that much time on our portfolio.

So you know I believe the price decline is mostly just volatility and momentum. was going down the entire year. It continues to go down and yet maybe there are some things that have changed and that we should cover.

Watch the source1:00:56
KolSays