《Ranking SaaS Best Buys Today and Long-Term + Watchlist Review》
CSGP的核心商业地产数据业务质量高且持久；尽管在Homes.com上存在重大资本配置失误，但市场过度惩罚了该公司，因此股票被低估/便宜。
让我们做Co-Star。在10年时间范围内，我实际上——这是一个激进的观点吗？我会把它放在S级。激进的观点。你这么认为吗？我认为核心业务相当强劲。
Let's do co-star. Um, on 10ear horizon, I actually Is this a hot take? I would put it at I would put it at S tier. >> Hot take. Is that you think so? >> I think I mean I think the core business is quite strong.
对我个人来说，我会凭直觉把它放在……但你比我更了解这家公司，因为是你推介的。对我来说，今天的价值可能比10年后或10年后的价值更好。
Um to me personally I would have put it just intuitively but you understand the company much better than I because you pitched it. Um to me it seemed like value today is probably better than value 10 years time or 10 years um down the road.