COST

28
Jan
Split image of stressed person at a desk and a shattered suit figure with the text “I SOLD COSTCO. THE BUSINESS DIDN’T BREAK — I DID.”

I Sold Costco. The Business Didn’t Break — I Did.

I sold Costco not because the business broke, but because I did. The numbers still said hold — but a position that costs you sleep is already too expensive.
1 min read
27
Sep
Costco Membership Moat logo graphic

The Costco Thesis

Bottom line: the fees pay for low prices, and low prices keep members hooked. My $1,200-$1,300 target for Costco by 2028.
4 min read
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