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@Fins_and_wins "$CSGP woof high bar into earnings and not sure this did it. 3Q looks like a disaster. Matterport sounds like it is decelerating. Does this management team know how to allocate capital Bad acquisitions and piling money into which is getting crushed by $z"
@Fins_and_wins on X 2025-07-22 21:38:23 UTC XX followers, XXX engagements

"$csgp did I hear that right on the call Commercial bookings were flat QoQ ex-Apartments EBITDA beat was only because they pushed out investment spend by a quarter When is the Matterport goodwill impairment coming 3Q"
@Fins_and_wins on X 2025-07-22 22:57:32 UTC XX followers, XXX engagements