Joseph Carlson After Hours发布 2026-08-26
《Meta Wins A Massive Strategic Victory》
$COST看涨
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.
