DMGI and Xceligent think they can complete a build out of the top 65 markets for $25-50MM (CSGP EV is +$2.5B). Xceligent claims that in the markets they have built out (second and third tier... login to read the rest
i have looked at a CSGP short as well. my CRE contacts tell me that the industry is pretty fed up with CoStar and there seems to be some movement from competition. DMGI is probably... login to read the rest
Rii-
Happy to help you sort through what I can…
Your thoughts on churn are similar to mine. I use churn rates to help validate what I am thinking about regarding pricing – part of the... login to read the rest
Had a few more questions for you after doing some more work. Hope you don't mind:
1) What do you think of the BizBuySell business? I'm showing QoQ revenue growth of 25% and... login to read the rest
Luke:
Thanks again for the responses. I've been doing some additional work on this, and generally agree that the street is being too aggressive for next year. Below are mostly my observations--I do have... login to read the rest
I am not sure what percentage of premium members are speculators - but it is safe to say that 95%+ of the speculators that use a service use LOOP. There are four commercial real... login to read the rest
Finn- Thanks for your comments....
in response to your comment about multiples:
1) A note on multples - there is $95 million excess cash now, and there will be around $25 million more by FYE 2008, so... login to read the rest
1) A note on multples - there is $95 million excess cash now, and there will be around $25 million more by FYE 2008, so you will have around $3.00 share in cash at that... login to read the rest
Thanks for the thorough response.
Do you have a sense to what degree the site is utilized by premium members looking to purchase multi-family homes (e.g. speculators, etc.) vs. larger, more established businesses? ... login to read the rest
questions: Looks like the business generates some cash and has
no debt. Any thoughts on how low the FCF yield can get before it is cheap? Has there
been any insider selling by private equity... login to read the rest
Rii- some responses for your questions:
question 1) I'm currently short CSGP, and Loopnet is one I've been doing
some work on and have found interesting, mostly for the reasons you mention around
differences in the... login to read the rest
Nice writeup, I like the idea. Looks like the business generates some cash and has no debt. Any thoughts on how low the FCF yield can get before it is cheap? Has there been any
Thanks for the idea. I'm currently short CSGP, and Loopnet is one I've been doing some work on and have found interesting, mostly for the reasons you mention around differences in the customer base.... login to read the rest
Are you sure you want to close this position Ryanair Holdings plc?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag Ryanair Holdings plc for Removal
Are you sure you want to Flag this idea Ryanair Holdings plc for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.