Compass, Inc. (COMP) is a tech-enabled real estate services company trading at $10.53. The recent acquisition of Anywhere (HOUS) positions COMP as an industry leader with 340,000 agents, ~18% market share, and $12.7 billion in revenue. COMP’s platform advantage and HOUS deal create a strong investment case with multi-bagger potential.

The bullish thesis on COMP rests on housing market exposure, platform leadership, and deal synergies. The company’s disciplined cost management, scale advantage, and HOUS acquisition offer upside potential with limited downside risk. Key catalysts include quarterly earnings, HOUS integration updates, and housing market developments.

Previously, a bullish thesis on Opendoor Technologies Inc. (OPEN) highlighted the company’s shift to a broader selling options platform and strong liquidity. The stock has appreciated approximately 601.83% since coverage. The focus on housing market opportunities remains strong, with COMP’s Anywhere acquisition and platform scale driving growth and synergies.

Read more at Yahoo Finance: Compass, Inc. (COMP): A Bull Case Theory