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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.
CoStar Group, Inc. is the leading provider of information and marketing services to the commercial and residential real estate industries. Shares fell due...
— Ronald Baron, David Baron, Michael Baron
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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 Baron First Principles ETF
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell as...
Global hotelier Hyatt Hotels Corporation detracted from performance as investors grew concerned that higher oil prices, interest rates, and inflation could pressure consumers and travel budgets. However, consumer spending...
Property and casualty (P&C) insurance software vendor Guidewire increased 15.9% in the third quarter and contributed 31 bps to performance. The company continues...