Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or downside risks [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Company Analysis - Compass, Inc. (COMP) - Compass, Inc. (COMP) has shown a price increase of 1.7% over the past four weeks, indicating growing investor interest [4] - The stock has gained 4% over the past 12 weeks, with a beta of 2.8, suggesting it moves 180% higher than the market in either direction [5] - COMP has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] - An upward trend in earnings estimate revisions has led to a Zacks Rank 2 (Buy) for COMP, which is associated with strong momentum effects [7] - COMP is trading at a Price-to-Sales ratio of 0.71, suggesting it is undervalued at 71 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides COMP, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Viewpoint - The market anticipates Compass, Inc. (COMP) to report a year-over-year increase in earnings driven by higher revenues in its upcoming earnings report for the quarter ended March 2025 [1][2]. Earnings Expectations - The earnings report is expected to be released on May 8, 2025, with a consensus estimate of a quarterly loss of $0.06 per share, reflecting a year-over-year improvement of +77.8% [3][12]. - Revenues are projected to reach $1.42 billion, representing a 34.2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 15.63% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Compass is higher than the Zacks Consensus Estimate, leading to an Earnings ESP of +21.05% [10][11]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Compass currently holds a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Compass was expected to post a loss of $0.09 per share but actually reported a loss of $0.08, resulting in a surprise of +11.11% [12]. - Over the past four quarters, Compass has exceeded consensus EPS estimates three times [13]. Conclusion - Compass is positioned as a compelling candidate for an earnings beat, but investors should consider other influencing factors before making investment decisions [16].

Core Insights - Compass, Inc. is a leading tech-enabled real estate services company and the largest residential real estate brokerage in the U.S. by sales volume, participating in the 53rd Annual J.P. Morgan TMC Conference on May 14, 2025 [1][4] Company Overview - Founded in 2012 and based in New York City, Compass provides an end-to-end platform for residential real estate agents, enhancing their service delivery to clients [3] - The platform includes a suite of cloud-based software for customer relationship management, marketing, client service, and brokerage services, specifically tailored for the real estate industry [3] - Compass has been ranked as the number one real estate brokerage by sales volume for 2024 by Real Trends, marking its fourth consecutive year in this position [4] Event Participation - CEO Robert Reffkin will participate in a fireside chat at 3:00 p.m. ET, with CFO Kalani Reelitz conducting one-on-one meetings with investors throughout the day [2] - The fireside chat will be publicly accessible via a webcast, available for replay for 30 days on the Compass Investor Relations website [2][3]

Core Insights - The stock market has rebounded significantly from early-April lows, driven by optimism regarding potential trade war resolutions and strong first-quarter earnings results [1] Group 1: Market Trends - Investors are encouraged to maintain exposure to the stock market, particularly by considering cheap stocks priced at $10 or less [2] - Stocks trading under $10 are gaining attention from Wall Street, especially those with strong earnings outlooks and favorable Zacks Ranks [3] Group 2: Penny Stocks - The SEC has redefined penny stocks to include those trading under $5, which are often viewed as speculative and carry high volatility [4][5] - Stocks priced between $5 and $10 are generally considered less risky than penny stocks, yet they still possess speculative characteristics [6] Group 3: Investment Criteria - A selective approach is necessary to identify winning stocks under $10, with specific screening parameters including broker ratings and earnings estimate revisions [7][9] Group 4: Company Spotlight - Compass, Inc. - Compass, Inc. is highlighted as a leading U.S. real estate technology company, experiencing significant growth with a 26% revenue increase in Q4 and a projected revenue of $8.15 billion by 2026 [10][12] - The company is expected to transition from an adjusted loss of -$0.31 per share to a profit of +$0.09 in 2025, with a remarkable projected growth of 194% in 2026 [12] - Compass has achieved a Zacks Rank of 2 (Buy) and has consistently exceeded EPS estimates in recent quarters, supported by positive free cash flow generation [14] - The stock trades at 0.5X forward 12-month sales, indicating significant value compared to its industry average of 4.8X [16] - Despite challenges such as high mortgage rates and a sluggish housing market, Compass is positioned to gain market share, as stated by CEO Robert Reffkin [13]

Core Viewpoint - Compass (COMP) has significantly outperformed its peers and the broader market, with a 60.2% increase in share price over the past three months, contrasting with declines in the Zacks Computer and Technology sector and the Internet - Software industry [1] Group 1: Financial Performance - Revenues for Compass rose by 25.9% in the fourth quarter of 2024, driven by increased transactions and market share expansion [2] - For the first quarter of 2025, Compass expects total revenues between $1.350 billion and $1.475 billion, with a Zacks Consensus Estimate of $1.42 billion, indicating a year-over-year growth of 34.2% [7] - The Zacks Consensus Estimate for 2025 revenues is projected at $7.02 billion, reflecting a year-over-year growth of 24.72% [8] Group 2: Product and Platform Development - Compass's proprietary cloud-native platform enhances real estate transactions by digitizing workflows, improving agent efficiency and client interactions [3] - The One-click Title and Escrow integration has improved attach rates by over 800 basis points in the past four quarters, indicating strong adoption and increased agent productivity [4] - The all-in-one client dashboard, launched in February 2025, has seen early adoption with 14,950 invitations sent in the first week and a 43% increase in client engagement [5] Group 3: Strategic Initiatives - The Make-Me-Sell feature allows homeowners to set target prices to encourage selling, with 9,500 entries to date, aiming to convert CRM contacts into exclusive agent-only listings [6] - Compass's Zacks Rank is currently 2 (Buy), suggesting that investors should consider accumulating the stock [9]

Core Viewpoint - Warren Buffett's Berkshire Hathaway is undergoing significant structural changes, indicated by the potential sale of its subsidiary, Home Services of America, amidst a record high cash reserve and a continuous sell-off of stocks for nine consecutive quarters [1][2]. Group 1: Potential Sale of Home Services of America - Berkshire Hathaway is in advanced talks with Compass for the acquisition of Home Services of America, which is one of the largest real estate brokerage firms in the U.S. The sale price is speculated to be in the billions, although not explicitly stated [1]. - Buffett has historically been reluctant to sell subsidiaries unless they face insurmountable issues, suggesting that this potential sale indicates a willingness to divest smaller, non-core business units to streamline operations for future management [1][2]. Group 2: Financial Performance and Market Conditions - Home Services of America has faced challenges due to a housing shortage and high prices, resulting in a loss of $107 million in 2024, compared to a profit of $13 million in 2023 and $100 million in 2022. Part of this loss is attributed to a $250 million settlement related to real estate commission lawsuits [3]. - Despite the losses, the company generated $150 million in cash flow before accounting for the lawsuit settlement, indicating some operational resilience [3]. Group 3: Market Position and Future Outlook - Home Services of America operates under 48 brands with approximately 37,700 real estate agents across nearly 820 offices, and manages around 1,400 franchise offices with about 44,700 third-party agents [3]. - The annual sales for the brokerage business are estimated at $125 billion, and the company is positioned to benefit from a potential recovery in real estate sales [4]. - Compass's stock has seen a significant increase of 144% over the past year, with a current market capitalization of $4.7 billion, reflecting positive market sentiment [5].

Group 1: Property Overview - "Champions Point" is a 37,700-square-foot mansion with nine bedrooms and 19 bathrooms, located 26 miles north of Chicago, available for rent in March [2][9] - The estate features a professional-grade basketball court, a championship-level putting green, a tennis court, and a 1,200-square-foot fitness gym, catering to sports enthusiasts [2][4] - The property includes luxurious amenities such as a state-of-the-art theater, a custom cigar lounge, and a wine cellar, ideal for hosting events [3][4] Group 2: Architectural and Design Features - The estate is set on over seven acres of landscaped grounds, providing a private retreat with stunning views and bespoke craftsmanship [5][6] - The kitchen is fully imported from Europe and equipped with state-of-the-art appliances, suitable for gourmet cooking and large-scale events [6] - An attached guest house offers additional accommodations with a high-end kitchen and common areas overlooking the pool [7] Group 3: Outdoor and Entertainment Facilities - Outdoor amenities include a heated infinity-edge pool with a private island, a fully equipped grilling area, and a pavilion designed for entertaining [8] - The property is designed for relaxation and entertainment, featuring a pond stocked with bass and ample space for gatherings [8] Group 4: Rental Information - The estate is available for rent for the month of March at a price of $230,000 [9]

Property Overview - "Champions Point" is a luxury estate available for rent in Highland Park, Illinois, covering 37,700 square feet with nine bedrooms and 19 bathrooms [2] - The estate features a professional-grade basketball court, a championship-level putting green, a tennis court, and a 1,200-square-foot fitness gym [2][8] - The property is designed for hosting events, including a state-of-the-art theater with a 15-foot screen and a custom cigar lounge [3][4] Amenities and Features - The estate is situated on over seven acres of landscaped grounds, providing a private retreat ideal for gatherings and relaxation [5] - The main floor includes high-end European kitchen appliances, multiple offices, and a conference room, catering to both leisure and business needs [6] - An attached guest house offers additional accommodations, while the lower level features entertainment options such as a movie theater, gaming area, and wine cellar [7] Outdoor Spaces - Outdoor amenities include a heated infinity-edge pool, a fully equipped grilling area, and a pavilion with a full bar and large TVs for entertaining [8] - The property is designed for outdoor enthusiasts, featuring a stocked pond and ample space for recreational activities [8] Rental Information - "Champions Point" is available for rent for the month of March at a price of $230,000 [9]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 10-K _______________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ____________ Commission File Number: 001-40291 _______________________ COMPASS, IN ...

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