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芒格这辈子爱惨了Costco，爱到拍着桌子催巴菲特赶紧买它的股票🤣 巴菲特曾开玩笑说，如果他们被绑架了，芒格临终遗言大概还是讲一遍Costco有多好。 要是还得再听一次，巴菲特宁愿让劫匪先枪毙自己🤣 结果，芒格还真把Costco拿到了最后，去世前仍持有约18.6万股。 芒格1997年进入Costco董事会，此后在这家公司待了26年。 2000年，Costco业绩不及预期，股价一年下跌37%，伯克希尔随后买入，不过持仓始终不大，并在2020年全部卖出，芒格自己的股票却一直留到了最后。 芒格最欣赏Costco的地方，是它把规模带来的低成本，变成了更低的售价。 大多数零售商会尽量提高商品利润，Costco却主动减少商品种类，用大批量采购，简单的仓库和快速周转压低成本，再把省下的钱继续让给顾客。 商品价格压得很低，公司就用会员费补充利润。 顾客每年先交一笔钱，只要购物省下的钱超过会员费，第二年通常还会续费，Costco也不必依靠提高商品价格赚钱，可以继续维持很低的加价率。 价格越低，会员和销量越多，采购规模越大，Costco从供应商那里拿到的价格也越低，于是还能继续降价。 到2026年5月，它已经拥有8290万付费会员，全球续费率接近90%，许多会员进入仓库后不再反复比价，因为他们相信Costco不会把商品卖得太贵。 巴菲特也认可Costco，只是没有像芒格一样长期持有。 到2023年，Costco的市盈率已经接近40倍，芒格也承认价格很高，但只要公司继续保持低加价率和原来的经营文化，他仍然看不到这门生意停下来的理由。 竞争对手可以暂时降低几件商品的价格，却很难让整个体系常年保持低价，芒格喜欢Costco，也一直没有卖掉它，原因就在这里于这家公司愿意少赚每件商品的钱，换来顾客几十年的信任和续费。

昨天刷推看到了 @colinwu 老师写段永平的茅台赌约，他把段永平、巴菲特、芒格、李录几个人的持仓审美拉在一起看： 段永平：苹果、茅台、腾讯 巴菲特：苹果、美国运通、可口可乐、谷歌 芒格：Costco、比亚迪 李录：谷歌、拼多多 他的结论是：这些公司核心都符合三点——消费者离不开、竞争对手难复制、持续产生大量自由现金流。 这个逻辑我认，段永平也确实是高手。 他敢抱着茅台跟国内基金赌一个亿，十年为限，我甚至觉得他真有可能赢很多基金。 但我自己这几年感受很明显：茅台代表的那个时代，正在慢慢退场。 我以前也喝白酒，也经历过那种饭局文化。 什么谁先举杯、杯子碰多低、敬酒词怎么说、领导说感情深一口闷。年轻时候还以为这是成年人世界的学问，后来才发现，很多时候那不是学问，是驯化。 这几年进 Web3 之后，我真的越来越少喝白酒了。 至少我经常玩的这个圈子，真没几个人爱喝白酒，研究茅台、酒桌礼仪、饭局规矩。 大家更关心的是： 你有没有新信息？ 有没有执行力？ 有没有在进步？ 有没有认知差？ 能不能给我一个百倍CA？ 尤其今年我自己拼命学 AI，这个感受更强。 以前信息在老登脑子里，资源在饭桌上，你想进门，可能真得先敬杯酒。 现在不一样了，不懂我问 AI，方案不会写我让 AI 辅助，代码不会我也能靠ai一点点啃，很多门不是靠喝酒打开的，是靠你自己把东西做出来打开的。 老钱的逻辑是关系变现，酒是润滑剂。 新钱的逻辑是创造增量，AI、认真、流量、执行力，才是新的硬通货。 所以我不是说茅台不好，也不是说段永平不牛。 茅台当然是好酒，段永平当然是高手。 但未来十年，我更愿意赌的不是饭桌上那瓶酒，而是一个人能不能持续学习、持续创造、持续抓住新机会。 酒，跟喜欢的人喝就行。 事，凭本事去办。 旧世界的入场券，别拿来赌新世界的牌桌。

I'm getting a Costco membership even though I don't need one. My friend had Stage 4 cancer. Costco kept her employed for 2 years after her diagnosis manageable shifts, just so she'd keep her health benefits, which were excellent. She passed away recently. Costco is now covering a full year of COBRA premiums for her 3 sons. Costco retained DEI under pressure in 2025 with 98% of shareholders backing them, and offers starting wages at $20/hr. Pulling all Callaway? Just icing on the cake.

Goodbye mental load....hellooooo @bot ! I know, I know. Grok Bot seems like it must be the next new thing for tech bros cold plunging in Patagonia vests, but hear me out moms (yes moms because disproportionately, the mental load falls more on moms than dads). Offload that mental load to AI and watch things just get done. Is it perfect? No. Is it amazing? Absolutely. Grok Bot is the new AI assistant from the team at Cursor + SpaceX (they're calling it SpaceXai). It's surprisingly useful and easy for non-technical people to use, and it can do a whole heck of a lot more than Claude and ChatGPT with little to no setup. Here are actual things that Grok Bot did for me this week (almost completely independently): - Looked through back to school emails and made sure I was prepared with everything that needed to be done for multiple kids. Mental load unlock: 100% I would've forgotten to pack a space change of clothes for my kindergartner on her first day. - Found 3 gift cards I somehow forgot to use from the last year. Oh right, I DID buy 2 Gap gift cards from Costco on black friday! Duh. Mental load unlock: Cha-ching! That's $150 in my pocket. - Scheduled multiple appointments for me. I've been putting off my annual physical exam because who has time to call the doctor. Grok Bot looked up options, pinged me with 3 dates/times, then booked it (I just had to confirm Zocdoc on the last step). It created a calendar reminder! Mental load unlock: Moms, we often put off our own health/wellbeing. Finally! AI can help. I also had it schedule a hair appt and massage for later this month. Let's go AI! - Listed a Facebook Marketplace item and is managing the sale. I had purchased a wagon for my kids years ago that's been collecting dust. Grok Bot found the old listing, used the photos, and asked me what $$ I want to list at. It's going to manage the rest (wish me luck here). Mental load unlock: Who has time to sell their old crap? I sure don't. But AI has infinite time. Notice, none of these are work examples. I will do those in a separate thread. All of these things are being done in the background, and I'm only being asked to approve or provide the AI direction. Don't be intimidated! Literally, if you've used WhatsApp or iMessage you can use Grok Bot with NO TRAINING. AMA I'm blown away by this tech. Photo is of my home assistant (her name is Helen) independently ordering my kindergartner a photo from Walgreens that mama somehow forgot about. Oops.

@wangwatchworld 我也遇到类似情况，我在Costco排队，后面一个老中，一直紧贴着我站，烟味和口臭，直扑脑门，我回头蹬了他好几次，他无动于衷，我实在忍不住，只能直说，让他保持社交距离，口音是来自大陆，把国内贴身排队的习惯带过来了。

WSJ发表了一个Costco善待员工、有很多身为百万富翁还在做收银员的故事，把这样的故事拿出来，似乎是在劝告那些成天忙于裁员增效的公司，要算好员工的长期回报率这笔账。 60岁的托尼-巴扎尔一直在干普通收银员的工作，他的时薪是32.90美元，401(K)账户中的退休储蓄累计超过100万美元。 在公司提供的医疗保险中，他的普通门诊自付额为15美元，专科门诊自付额为25美元，远低于全美平均水平。2009年，巴扎尔一家买了一栋带游泳池的住宅；过去十年间，他们还去欧洲旅游过两次。 Costco高管称，这类资历深厚的员工一直是公司的秘密武器，经验丰富、忠诚可靠，还能担任新员工的导师，将公司独特的文化传承下去。 长期以来，Costco支付的薪酬都高于大多数美国零售商，以此保持较低的员工流失率。公司创始人坚信，这一策略能降低新员工的培训成本，并带来更优质的客户服务。 公司CFO表示，美国门店有“成千上万”名时薪员工的401(k)账户余额已超过100万美元。从长远来看，这种模式的成本其实更低。