Rogue Funds' Insights on Costco's Market Position

Reported about 12 hours ago

In its first quarter 2025 investor letter, Rogue Funds commented on Costco Wholesale Corporation (COST), noting a 12.4% decline in fund performance and expressing skepticism about Costco's resilience amid economic downturns. They highlighted concerns regarding Costco's changing consumer base and its vulnerability to recession, alongside a high valuation that may not be sustainable. Despite acknowledging Costco's potential, Rogue emphasized that AI stocks could offer better returns.

Source: YAHOO

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