Barbarian Capital on X
Costco Reports Higher Fourth-Quarter Profit as Sales, Membership Fees Rise https://t.co/tRQ28bqJ2p $COST
NASDAQ
Costco Wholesale CORP /new
COST
5 stories
$418B Market cap · 2026-10-07
Barbarian Capital on X
The American Eater Wins Again Costco expands Uber Eats delivery partnership to 47 states $COST https://t.co/0MGvzZQ6IH
Trevor Scott on X
wasting money at $COST .ca is so fun https://t.co/38Effra3Xt
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
Broken Moats on X
Wish there were more stories like these, channels the ethos of Henry Ford. Not the wage part and 401k growth as much as it is $COST commitment to this family's health care needs and work schedule to accommodate unfortunate life circumstances. A true virtuous cycle here of being a good corporate citizen and employer, being honest and fair with consumers and being rewarded with strong loyalty and financial success. Makes you want to be a Costco shopper (current) and shareholder (not yet) when you read this:
Investor Letters
Letters that discuss COST.
- Andrew Hill Investment Advisors 2026.Q2 Performance Recap: Navigating a Narrow Rally & Shifting Commodities second quarter of 2026 AAPL $4.9TADP $107BBLKB $2B
- RiverPark Funds RiverPark Long/Short Opportunity Fund First Quarter 2026 Performance Summary First Quarter 2026 ADBE $90BADSK $46BAMAT $404B
- Andrew Hill Investment Advisors 2025 Q3 Client Letter Q3 2025 AMSC $1.5BCOST $418BGE $315B
- Patient Capital Management 2Q25 Portfolio Activity and Attribution 2Q25 BABA $270BCOIN $47BCOST $418B
- Andrew Hill Investment Advisors Q1 2026 Client Letter 2026.Q1 AAPL $4.9TEQT $33BGEV $274B
- Broadleaf Partners Growth Equity Portfolio Third Quarter Review Q3 2025 —
- Troy Asset Management Investment Report No.83 2024 GOOGL $4.2TMSFT $3.9T
- Andrew Hill Investment Advisors 2024.Q2 Client Letter second quarter of 2024 AAPL $4.9TANET $272BCEG $95B
- Bireme Capital May 2024 Investor Letter first five months of 2024 DIS $180BDJT $2.3BGME $13B
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