TH
TheBestInvestor
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Member since 2023
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Orbit + Aero + Defense
Key Takeaways Two simple engines: Orbit (Space): building space-based “defence infrastructure” (sensing, tracking, comms). Aero + Defence: the big money makers today (F-35, missiles/missile defense, radars/mission systems).Read more
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TH
US$673.88
15.1% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
8%
Future PE
23x
Price in 2029
US$843.55
Costco Wholesale will achieve a profit margin increase of 2.9426% in the next five years
Costco’s biggest strengths are its ultra-sticky memberships (~90% renewal), strong pricing power, and inflation-resilient “low-price leader” model. Membership fees (1.9% of revenue) drive most of its 2–3% profit margin and give it a unique buffer that lets it keep prices low.Read more
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TH
US$1.53k
34.2% undervalued intrinsic discount
Fair Value
Revenue
7% p.a.
Profit Margin
5%
Future PE
48.73x
Price in 2030
US$2.14k