Why I Am Buying CoStar Group

I wrote a Deep Dive on CSGP back in January 2024, so I would suggest reading my Deep Dive for a more comprehensive discussion on the company. I will mostly highlight a couple of points in this piece. Such countercyclical dynamic makes it much more likely that even in a "GFC" scenario, CoStar's revenue may continue to increase." CSGP is one of those rare companies that grew its revenues double-digit for each of the last 51 quarters. CSGP guided for $5 Bn revenue in 2027 even though consensus estimates today ...