COST Valuation Is Insane

COST Valuation Is Insane

Costco (COST) is an all time great stock and one of my personal favorite businesses because of the tremendous value it provides to consumers. COST is relentless in its quest to provide consumers with low prices. One measure of COST’s…

The Self Storage Stocks

The Self Storage Stocks

Self storage is a great business. Americans buy too much stuff and need somewhere to store it. Plus, moving things is a hassle so most people end up keeping their storage units for a long time. I know this from…

ZM Is Very Cheap

ZM Is Very Cheap

I’ve had my eye on Zoom (ZM) for a couple years now as a deep value play and it’s finally getting a little love this afternoon after its 4Q23 earnings report. ZM has nearly $7 billion in cash and marketable…