$COST · Joseph Carlson After Hours · 2026-11-04
AI 摘要 · Joseph Carlson After Hours
COST 仍是价值 90,000 美元投资组合中一笔有分量的持仓，上涨 2,700；尽管高估值让人忽视它，它年内已上涨 21%，再次跑赢两大指数，今年表现极为出色。
看涨他说的是几个月内
《The Stock Market Rotation Has Begun》
Joseph Carlson After Hours发布 2026-11-04 · 1 段内容
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Costco 仍然是我投资组合中一个重要的持仓。这是一个9万美元的仓位，上涨了2700。关于 Costco 另一件有趣的事是，人们会忘记这家公司。他们就是不太关注它，因为估值倍数太高了。
但如果我们看年初至今的表现，Costco 上涨了21%。我只是想指出这一点。Costco 今年表现非常强劲，再次跑赢两大指数。
Costco is still a meaningful holding in my portfolio. It's a $90,000 position up 2,700. Another thing interesting about Costco is people forget about this company. They just don't pay attention to it because the multiple so high.
But if we look at the performance year to date, Costco's up 21%. Just want to point that out. Costco is crushing it this year, beating both indices again.
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