$COST

COST

Costco Wholesale Corporation

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09-23

Parkev Tatevosian, CFA发布 2026-09-23

《Massive Update for Costco Stock Investors》

$COST看涨

Costco 被上调至买入评级；在抛售后估值已接近合理水平（843 美元，对比市场价 897 美元）。

Costco 计划于 2026 年 9 月 24 日公布其季度财务业绩。此时正值 Costco 股价持续下跌之际。

Costco is scheduled to announce its quarterly financial results on September 24, 2026. This comes at a time when Costco's stock is suffering a decline.

很长一段时间以来，Costco 股价首次较其最高水平下跌了约 20%。几个月前，Costco 股价还在 1,100 美元附近交易，如今已跌破 900 美元。

For the first time in a long time, Costco shares have fallen by about 20% from their highest levels. Costco's stock was trading near $1,100 a few months ago, and is now trading below $900.

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09-07

Yet Another Value Podcast发布 2026-09-07

《$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital》

$COST未站边

Costco是一家成熟且增长迅速的公司，但其40倍市盈率使得新买入缺乏吸引力，尽管可以继续持有现有仓位。

二十年前，好市多比今天要全面得多。

Twenty years ago , Costco was much more comprehensive than it is today.

我们在好市多身上看到了这一点，在其他所有公司身上也看到了，而且看起来这种情况还会继续下去。

We've seen it with Costco. We've seen it with all the other companies, and it looks like it's going to continue.

我的感觉是，这就像在90年代买入好市多，或者在80年代买入沃尔玛。

That's how I feel, it's like buying Costco in the 90s or buying Walmart in the 80s.

我看了一张好市多的图表。好市多的股价在过去20年里上涨了20倍。过去——抱歉，这说得还不够——在过去20年里上涨了27.5倍，而标普500指数是7.5倍，对吧？

I looked at a chart for Costco. Costco's stock has increased 20 times in the last 20 years. The past—sorry, that's an understatement—has increased 27.5 times over the last 20 years , compared to the S& P 500's 7.5 times, right?

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09-06

The Intrinsic Value Podcast发布 2026-09-06

《Applovin (APP): The 30-Bagger Down More Than Half》

$COST看跌

好市多估值高（50倍市盈率），尽管公司质地优良，但缺乏安全边际，因此在该价位买入并不具吸引力。

我们知道Costco是一家出色的公司，但它的股价对我来说从来都不合理。当市盈率为50倍时，似乎没有任何安全边际融入其中，而最终它只是一家杂货零售企业，而且分散。

we We know that Costco is a company Exceptional, but the price Her stock wasn't logical. Never for me. when A price-to-earnings ratio of 50 Weakness, it seems not There is any margin of safety Integrated into what is in The end is just work Commercial grocery store And fragmentation.

为了更好地理解任何商业工作，无论是Costco还是Reddit，

To understand any work better commercially, whether It was Costco or Reddit,

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