Reported 23 days 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