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Hi guys , I’m buying the dip on CoStar. Here is why: They own the "Bloomberg" of Commercial Real Estate. It’s essential infrastructure, not just a service so their Moat is real !The market hates the spend they did with Homes but I love the strategy. They are disrupting the residential model by putting agents first. CoStar operates as a high-margin data-as-a-service monopoly with a massive economic moat derived from its proprietary database of verified CRE transactions and unparalleled operational …
— ORIGINAL POST ·
$CSGP: Opportunity or trap ?
· r/ValueInvesting
· Jun 16, 2026