Don’t use ordinary retail or general industries to explain its valuation. Costco’s valuation phenomenon in the retail industry should be comparable only to Amazon.
Category: Retail
Upscale retailer Williams-Sonoma, stock surged in recent years, What’s special?
Williams-Sonoma’s business comeback has occurred in recent years. The company went public as far back as July 1983; but the stock price has not performed outstandingly over the past four decades. Most of the increase in the company’s stock price has occurred in the past five years, which is really rare.
Walmart, the real retail overlord, how it makes money?
Walmart has been ranked at the top of the Fortune 500 list for eight consecutive years since 2014. According to the October 2022 Fortune Global 500 ranking, Walmart is the largest company in the world by total revenue.
Several possible threats to the Visa and Mastercard credit card networks
Visa and Mastercard Credit Card Network are subject to antitrust investigations by various countries almost every year around the world, but they always escape safely.
Why is Alibaba spin-off unanimously optimistic?
Alibaba’s current market value has been underestimated by the capital market for more than three years, and it is difficult to improve in the short term. A spin-off is the most effective way to increase Alibaba’s corporate value.
Dollar General vs. Dollar Tree
Dollar General (ticker: DG) and Dollar Tree (ticker: DLTR) are the two largest American retailers with many commonalities, I mentioned Dollar General in my book “The rule of 10 baggers”.
How does Starbucks make money? and the current predicament
I mentioned in subsections 5-6 of the book “The Rules of Super Growth Stocks Investing” that Starbucks has been confirmed to be successful, and the stock has been split 6 times so far.
How does Costco make money?
How does Costco make money? Is it a good company?
Why did Western hypermarket retailers retreat in China and Taiwan?
Why did Western hypermarket retailers retreat in China and Taiwan? After I published my first Costco post, a Singaporean investor asked this question on my English version of the post.
Amazon vs. Alibaba
The businesses of Amazon and Alibaba are almost the same in all aspects, so the two are highly comparable. Just as Amazon’s stock price is not very good this year, and Alibaba has collapsed by more than 40% now, let us compare the two e-commerce giants in China and the United States.