COST
SubscribersWhat a ten-year holder actually underwrites
Subscribers get the full breakdown, the levels, and the position sizing.
COST15 Jul· 8 min
Elliot Vance Verified
6 notes · 41 subscribers · publishing since May 2026
Patient, concentrated, valuation-aware. Monthly memos on durable compounders and portfolio construction.
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Notes
6Why GOOGL still compounds from here
Subscribers get the full thesis, the levels, and my positioning on GOOGL. Subscribe to read on.
GOOGL11 Apr· 8 min
COST: the AI capex question
Subscribers get the full thesis, the levels, and my positioning on COST. Subscribe to read on.
COST6 Apr· 7 min
Why V still compounds from here
Valuation finally rhymes with the growth runway after the de-rate.
V31 Mar· 9 min
COST
FreeCOST — trimming into strength
Ad reacceleration plus margin discipline is a combination the market keeps doubting.
COST13 Mar· 9 min
V
FreeIs V's multiple finally fair?
Capex is front-loaded but the return profile is clearer than the bears claim.
V7 Mar· 7 min
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Track Record
VerifiedLast 30 Days · Shares+16.5%
Cumulative Return · 8 Closed
63%
Win Rate
+6.5%
Best Call
7d
Average Hold
100
Closed Calls · 8 in 30 Days
TSM Long
$464.93 → $489.39 · Jul 16 – Jul 27 · 11d Hold
+5.3%
AVGO Long
$463.63 → $493.81 · Jul 21 – Jul 25 · 3d Hold
+6.5%
Russell 2000 (IWM) Long
$44.46 → $43.27 · Jul 17 – Jul 23 · 6d Hold
-2.7%
Nasdaq 100 (QQQ) Long
$105.45 → $111.66 · Jul 16 – Jul 21 · 4d Hold
+5.9%
AMZN Long
$179.26 → $184.51 · Jul 8 – Jul 11 · 3d Hold
+2.9%
COST Long
$944.20 → $982.40 · Jul 4 – Jul 11 · 7d Hold
+4.0%
Russell 2000 (IWM) Long
$403.62 → $392.44 · Jun 27 – Jul 7 · 9d Hold
-2.8%
ASML Long
$407.95 → $395.14 · Jun 27 – Jul 6 · 9d Hold
-3.1%
Live Calls Are Subscriber-Only
The verified record above is public. Subscribe to see live calls as they open — entry, conviction, settlement, and the full thesis.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.