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bearish
StubWorld: REA Group Dives As CoStar Muscles Into Turf
321 Views21 Feb 2025 05:32
REA's forwards valuations are punchy. The entrance of CoStar will shake-up REA's two decade long dominance. If News Corp materially sells off on the back on this news, I'd be setting up a long/short.
What is covered in the Full Insight:
- Introduction to StubWorld and Market Overview
- News Corp and REA Group Analysis
- CoStar's Proposal for Domain Holdings
- Domain Holdings and Nine Entertainment Analysis
- Conclusions and Investment Implications
SUMMARY
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Full Insight
(Paid Plans Only, 3-minute read)
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