Buy Hold Rant
Invest only in your wheelhouse — why I bet big on companies I personally use Costco, Lululemon
10/17/2025, 4:01:47 PM
Economic Summary
- Investor prefers concentrated equity positions in sectors he knows well, favoring larger bets where he has personal conviction rather than broad diversification.
- Keeps a substantial cash position as his primary form of diversification and downside cushion, using cash to 'cushion the falls.'
- Builds conviction from firsthand consumer experience (e.g., shopping at Costco, buying Lululemon), but flags valuation concerns, noting Costco's stock price is 'way out of whack.'
Bullish
- High-conviction, concentrated bets in familiar companies
- Invests in companies he personally uses (Costco, Lululemon)
Bearish
- Concentrated bets increase portfolio risk
- Costco stock price described as 'way out of whack' (valuation concern)
Bullish tickers
COSTLULU
Bearish tickers
COST
COST
Bullish
High conviction from being a frequent shopper; prefers larger bets when confident.
Bearish
Stock price is 'way out of whack' indicating valuation concerns.
LULU
Bullish
Buys Lululemon products and uses firsthand experience to form investment conviction.