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CSGP · CoStar Group $29.62 +0.32 (+1.11%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA3 mentions
2026-MAY-07 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$34.08

In short: Second-worst YTD performer at -47.1% (5-yr CAGR -16.4%, 10-yr +5.9%). Performance table only; no view.

SOD $34.08
2026-MAY-03 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$35.28

In short: Second-worst performer at -14.2%. Performance table only; no thesis given here. Also the second-worst YTD name on the 7 May watchlist at -47.1%.

SOD $35.28 (open 2026-MAY-01)
2026-MAR-19 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$42.73

In short: Seventh-worst watchlist performer at −32.6% year to date. A commercial-property data business in the same AI-disruption crossfire as the rest of the data complex, but no view is given.

SOD $42.73

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.