eod 2026-09-17
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COST

openboringcompounder

Costco Wholesale Corp

conviction over time

convictionbuysellcloseholds at the last score until you record another

timeline · 3 entries

  1. 2024-12-20thesis
    5/10Conviction 5 out of 10

    Not exciting and probably not cheap. But the membership renews, the model is understood, and I would rather own something dull that I do not have to think about every week.

    would prove me wrong

    Renewal rates fall for two years running.

  2. 2024-12-24bought30 @ $690.7974
  3. 2025-12-25update
    6/10Conviction 6 out of 10

    Still dull. Still renewing. I have thought about it roughly twice, which was the entire point of buying it.

  4. 2026-06-28update
    6/10Conviction 6 out of 10

    Renewals held again. No action, no change, and I am deliberately not looking for a reason to do something.

    review scheduled 2027-01-18

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