Joseph Carlson After Hours 对 $COST 的判断变化

2026-08-26看涨
Meta Wins A Massive Strategic Victory
持有 COST 的逻辑在于其强大的客户忠诚度及对购物者的优待,这与追求长期成功而非短期利润提取的理念相契合。

当我持有 Costco 的股份时,我喜欢人们喜欢 Costco 这一事实。他们喜欢在那里购物,对其持正面看法。Costco 善待顾客,顾客也非常享受 Costco 的服务。这是一种共生关系。

如果 Costco 为了多赚一点钱而糟糕地对待顾客,我不会喜欢那样做。那将是一个极其糟糕的决定。虽然短期内可能有利,但从长远来看并非如此。

When I'm an owner of Costco, I like the fact that people like Costco. They like shopping there. They view it favorably. Costco treats their customer well. The customer really enjoys Costco. That's a symbiotic relationship. I wouldn't like it if Costco treated the customer poorly to try to churn out a little bit more money. That'd be a very poor decision by Costco. It would serve them in the short term, but not in the long term.

方向翻转
2026-08-24看跌
I’m Buying $10,000 Of This Company Next
好市多估值过高;在每股600美元买入,假设EPS增长9.3%、市盈率31倍,回报率约10.6%,但出现如此跌幅的可能性极低。

接下来是Costco,它是我投资组合中的第九大持仓。也是我整个投资组合中持有时间最长的股票之一。我基本上在开始投资的第一天就开始买入Costco。当时我知道的不多,但我知道Costco是一家非常好的公司。

投资测试证明了复合增长率。Costco一直是市场上回报最好的股票之一。但它目前是一个83,000美元的仓位,其中50,000美元是收益。这只股票有点棘手,因为Costco目前股价为969美元,但我为它设定的买入目标价要低得多。