JabroniCoin.USD on X
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
NYSE
Compass, Inc.
COMP
2 stories
$7.3B Market cap · 2026-10-09
PAA Research on X
Thanks again to @realsteveeisman for having me on his podcast again. It's always fun chopping it up with Steve. We talked about a lot of things: the ever shifting dynamics of the residential real estate market ($Z/$ZG, $COMP $RKT, $CSGP etc.), structural problems in for-profit education (it's not just AI), and why I'm short $GOOG among other things. You can listen to the episode here! https://t.co/PdhE7ro93h
Investor Letters
Letters that discuss COMP.
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Q1 2026 BWIN $4.5BCOMP $7.3BFLEX $42B
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Q1 2026 ASMXF $45BCOHR $66BCOMP $7.3B
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Q2 2026 0HQW ALAB $66BAS $16B
- Troy Asset Management Investment Report No.88 April 2026 first quarter of 2026 GOOGL $4.2TMSFT $3.9T
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Companies the stories above are also about, besides COMP.
