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Chit Chat Stocks
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Costar Group: A Fallen Compounder Down 70% From Highs (Ticker: CSGP)
Wednesday, 19 August, 2026
On this episode of Chit Chat Stocks, we dive into another Ryan Research episode covering Costar Group (Ticker: CSGP). We discuss: (00:00) Introduction (02:11) Founding of CoStar and Andy Florence's background (12:32) Industry landscape and CoStar's monopoly in commercial real estate data (19:37) Revenue growth, pricing power, and diversification (22:29) Major acquisitions: Loopnet, Apartments.com, and Homes.com (33:28) Competitive advantages and moat of CoStar (41:41) Comparison with Zillow and industry moat (49:25) Marketing spend, growth, and recent challenges (55:13) Valuation, activist involvement, and future outlook ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
