Compass ($COMP) podcast mentions

Timestamped Compass ($COMP) mentions across our podcast corpus.

  1. Yeah, no, I like it. The plan. Yeah. Pending home sales in the U.S. fell to an all-time low in September. It does feel like it is all-time low. All-time low since 20— I don't know, 2000. I don't know how long this date is. This looks like it goes back to 2001. Pending home sales. That's Really, really low. Mortgage applications are down. Let's see. The Mortgage Math explains it, just higher rates. So yeah, everyone is either not selling, not buying. It feels like it's entering a buyer's market after fierce competition. But it's all segmented by particular markets. Some markets are extremely hot still. Some have fully cooled off. It just sort of depends on the block, the city, the suburb, the state. There's all these different dynamics going back and forth. Compass— you saw that Compass was in the news. The founder, Refkin, was on— was breaking it down.
    John Coogan · TBPN · Calm Down Markets, Trevor Milton Has A Plane to Sell You, Jay Leno Live in The Ultradome | Alex Niehaus, Alex Blania, Nate Rempe, Connor Sweeney, Jay Leno · 2026-10-20
  2. But there's a fierce battle emerging to control how Americans buy and sell their homes. It was very interesting seeing Compass take the side of sellers.
    John Coogan · TBPN · Calm Down Markets, Trevor Milton Has A Plane to Sell You, Jay Leno Live in The Ultradome | Alex Niehaus, Alex Blania, Nate Rempe, Connor Sweeney, Jay Leno · 2026-10-20
  3. You're watching Excess Returns, a channel that makes complex investing ideas simple enough to actually use, where better questions lead to better decisions. This is the 100 Year Thinkers. I'm Matt Ziegler. Bogomil Baranowski of Talking Billions is with me. We are joined by Robert Hagstrom of The Warren Buffett Way and CIO at Equity Compass. Say hello, Robert.
    Matt Ziegler · Excess Returns · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses · 2026-10-11
  4. Yeah, Equity Compass. I'm CIO at Equity Compass. I run the Global Leaders portfolio and all our literature is on there. So, you know, come and come and check us out.
    Justin Carbonneau · Excess Returns · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses · 2026-10-11