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RMV.L · Rightmove plc 488.90 GBp -8.00 (-1.61%) 2026-SEP-18 11:54 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · STK · SA1 mention
2026-SEP-13 · Pieter Slegers · Compounding Quality (Substack, paid post) · Neutralmention · read ↗ · source page ↗465.10 GBp

In short: Top of the ROIC sort: "Rightmove: 363.5%." ROCE 346.4%, FCF margin 55.1%, net margin 54.4%, but only 11.0% revenue and 10.1% EPS CAGR; the sheet's 100.00% gross margin is a presentation artefact (no cost-of-sales line). The UK's dominant property portal. Listed only; first mention in this archive.

SOD 465.10 GBp (open 2026-SEP-11)

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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.