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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We have been monitoring CoStar more closely since it introduced the residential business segment with its launch of Homes.com. There is historical...
— Delaware Management Company (now part of Nomura Asset Management)
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Other investors who've written on CoStar Group, Inc.
Despite delivering its 60th straight quarter of double-digit revenue growth, CoStar's stock fell due to softer net new bookings. The manager remains...
CoStar experienced strong financial performance, delivering substantial revenue growth, strong free cash flow, and earnings that beat guidance. The company continues...
The real estate software provider delivered strong results but faced pressure due to a conservative forward outlook. Underneath, the company...
More institutional theses from Nomura Large Cap Growth Fund
Microsoft Corp. ($MSFT) represents 8.93% of the portfolio and provides enterprise software, cloud infrastructure via Azure, and productivity platforms. The investment manager...
Meta Platforms Inc. ($META) operates global social networking applications and digital advertising networks, including Facebook, Instagram, and WhatsApp. The manager maintained...
Vulcan Materials Co. ($VMC) is a leading domestic producer of construction aggregates, including crushed stone, sand, and gravel, alongside asphalt and ready-mixed concrete. The manager remains...