PaidCOSTJul 15
What a ten-year holder actually underwrites
Subscribers get the full breakdown, the levels, and the position sizing.
Elliot Vance
VerifiedPatient, concentrated, valuation-aware. Monthly memos on durable compounders and portfolio construction.
Handle
@compounders
Subscribers
41
Publishing Since
May 2026
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Posts
6PaidGOOGLApr 11
Why GOOGL still compounds from here
Subscribers get the full thesis, the levels, and my positioning on GOOGL. Subscribe to read on.
PaidCOSTApr 6
COST: the AI capex question
Subscribers get the full thesis, the levels, and my positioning on COST. Subscribe to read on.
FreeVMar 31
Why V still compounds from here
Valuation finally rhymes with the growth runway after the de-rate.
FreeCOSTMar 13
COST — trimming into strength
Ad reacceleration plus margin discipline is a combination the market keeps doubting.
FreeVMar 7
Is V's multiple finally fair?
Capex is front-loaded but the return profile is clearer than the bears claim.
Track Record
VerifiedLast 30 Days · Shares+4.0%
Cumulative Return · 1 Closed
100%
Win Rate
+4.0%
Best Call
7d
Average Hold
Equity curve appears after 2+ closed calls.
Closed Calls · 1 in 30 Days
COST Long
$944.20 → $982.40 · Jul 4 – Jul 11 · 7d Hold
+4.0%
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.