I've been listening to podcasts, waiting for a mention of Costar's acquisition of Domain to get attention on the US sites. its started. Remember, these are predominantly CSGP supporters. The immediate mentions talk about learnings coming from Australia back to the US, like customers paying for advertising and social media and text integrations, so learnings coming back to CSGP. interesting, as Australia has a different model, maybe more advanced.

the more interesting news is that there has been a board spill at CSGP, with new board members setting up an asset allocation overview committee to watch over CEO Andy Florence. that implies that CSGP expansions have not all been that good, CSGP has expanded quite aggressively and maybe has too much on their plate given the battle they are in with Zillow in the US

Bottom line, no real concerns so far for the Australian market

disc REA held large weigt