CoStar Group: Valuation Not Doing Justice To The Improving Fundamentals

Core Viewpoint - CoStar Group (CSGP) is expected to continue strong growth due to reaccelerating commercial revenue growth and successful monetization of Homes.com [1] Group 1: Company Performance - The commercial revenue growth for CoStar Group is reaccelerating, indicating a positive trend in its financial performance [1] - The monetization efforts of Homes.com are progressing well, contributing to the overall growth strategy of the company [1] Group 2: Investment Strategy - The investment approach focuses on value investing principles combined with a long-term growth perspective, aiming to acquire quality companies at a discount to their intrinsic value [1] - The strategy emphasizes holding investments for the long term to allow for compounding of earnings and shareholder returns [1]