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Which podcasts are discussing CSGP?
26 ATTRIBUTED IDEAS · 6 EPISODES · 4 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
Capital Allocators
The Best Ever CRE Show
The Options Insider Radio Network
Where the discussion went deepest
13 AUGTODAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 2:00
CoStar's data monopoly discounted by homes.com burn
“The bull case argued for CoStar: the market is fixated on the cash burn from the homes.com residential portal investment, undervaluing the core high-margin commercial real estate data monopoly.”
TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley
Core thesis · 5/5Verify in source →
23 APR23 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 12:00
Homes.com exploits Zillow's agent conflict
“The thesis presented for CoStar's Homes.com is that it counter-positions against Zillow by resolving a key conflict: guaranteeing that leads from a listing go to the listing agent, not a competitor.”
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Core thesis · 5/5Verify in source →
23 APR23 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 10:00
$5B Homes.com bet is the battleground
“The bear case argued: CoStar's $5 billion investment into its consumer-facing Homes.com website to compete with Zillow has been a massive capital drain, is beyond its commercial real estate competency, and is the primary reason for the stock's multi-year underperformance.”
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Core thesis · 5/5Verify in source →
23 APR23 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 20:00
Homes.com investment is value-destructive
“The activist (Third Point) and bear case argued that CoStar's massive investment in homes.com is a misguided attempt to challenge Zillow's entrenched network effects, burning cash in an unprofitable market segment.”
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Core thesis · 5/5Verify in source →
23 APR23 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 20:00
Apartments.com playbook: content, SEO, brand, sales
“The guest outlined CoStar's successful playbook with Apartments.com: invest in superior proprietary content, win SEO, launch massive brand advertising, and deploy a dedicated sales force to build a dominant marketplace.”
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Core thesis · 5/5Verify in source →
23 APR23 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 15:00
CoStar's 37-year data moat is unassailable
“The bull case for CoStar's core business: its 37-year, $5+ billion investment in physically collecting commercial real estate data creates a moat that is nearly impossible for a competitor to replicate.”
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Core thesis · 5/5Verify in source →
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