[VIP] 3Q22, Compass: Unique Value Proposition?

This will be, I think, relatively brief. Compass reported its Q3/2022 numbers and... well, it's not good. That was expected since every real estate company had a bad quarter thanks to macro conditions. But it's the future course of Compass that should concern us.

To make a long story short, it seems to me that Compass is jettisoning everything that gave …