Portfolio Update October 2025: Sector Swings in Quality CompoundersRightmove – RMV.L
Pitch Summary: Rightmove’s recent share price decline amid broader sector weakness is seen as a temporary setback, with expectations for transaction volumes to rebound following potential rate cuts. BSD Analysis: Rightmove’s 6.6% decline reflects broader sector challenges, but its position as a high-moat duopoly player with over 70% market share remains strong. The muted autumn […]
