COST

BJ's Wholesale: "A Better Business"

An update on BJ and COST

Sep 5, 2024 •

TSOH Investment Research

BJ's Wholesale Club: Transformation?

In June 2011, after 14 years as a public company, BJ’s Wholesale Club agreed to sell itself to two PE firms (Leonard Green & Partners and CVC Capital…

Dec 14, 2023 •

TSOH Investment Research

"I'll Never Sell A Share"

From the 2001 Berkshire Hathaway shareholder meeting:

Oct 5, 2023 •

TSOH Investment Research

The Costco Snowball

This article originally started as a review of Costco’s FY21 financials, but that discussion can be sufficiently summarized in a few sentences: Costco’s…

Oct 18, 2021 •

TSOH Investment Research

Costco: "Raising Prices Is The Easy Way"

A deep dive on Costco

Jul 6, 2021 •

TSOH Investment Research

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