I stand by this statement: Starbucks is run better than chick fil a. It’s that simple. Starbucks is one of the best run companies on the planet. I don’t own nearly enough shares. I’ve been looking into Warren a lot lately and he talks a lot about companies that are great capital allocators. I think Starbucks is for sure one. Costco is another one!

Let’s go Knicks! Start of the season (tomorrow night for Knicks). I really need Dolan to sell so I can buy this stock!! @tp0722 @interrobangbros

I’m very frustrated. This app used to be so great! Now I create a new account and I can’t sync my brokerage because plaid no longer works with fidelity. Looks like I’m done here then! I’ll miss you all 😭

Hey all, so I recently changed email addresses and I am going to have to make a new Commonstock account as I can’t just transfer accounts over anymore with the new Yahoo acquisition. Long story short I’ll be back just on a new account. I’ll try to remember you all and request to follow you all back!

Pumpkin Spice Latte driving visits like always

As each day goes by Costco continues to grind higher lol. I have been researching this name for the last few weeks, even started a position and then sold for profit as I was researching (boy do I look like an idiot right now for that). It's expensive there's no doubt about it but the more you research the more you find the high valuation warranted. It's a fantastic name. It excels with its customers. I know I say ULTA is the best retailer and that isn't up for debate with those operating margins and growth across the board but I think I have to say Costco is the best warehouse retailer/defense name retailer (better than it's competitors in Walmart, Target, Kroger and others). As you all know I am a fan of retailers. I have researched alot of different ones and honestly I think Ulta and Costco are on a planet of their own. Both excel in different ways and both absolutely crush the S and P over a long term period and I think both can continue to do that. Each has different growth areas to focus on going forward and both attract a different type of customer. The most important part of this post is to tell you what makes a retailer great. There are so many different retailers out there and they key is to make sure the one you own has a true competitor advantage over its competition. Ulta and Costco have clear competitive advantages over its competition. Most other retailers while some claim are great dont have an advantage. They all compete with each other too much. Need names that stand out in the consumer space. Names that make the consumer want to come back for whatever reason. It's how I found Starbucks and Ulta for example. I think Costco is another example of this. Either way both Ulta and Costco are very high on my radar going forward. Ulta has been on my radar for a while but I still continue to learn alot about them. I think they are two of the best retailers on the planet and they allocate capital so so well. Management team is exceptional for both. Anyone have anymore thoughts on Costco? Besides it being expensive lol I know that. Or if you thoughts on ULTA always happy to talk them too lol.

I brag about the Starbucks rewards and their app all the time. I am at Starbucks today and I’m seeing a minimum 90 year old person working their app. I stand by Starbucks having the best rewards program and if older people are starting to get involved in the rewards….another day another happy Starbucks shareholder here. Best run restaurant stock on the planet and it’s not close

It’s here!!! Drive thru line so long by me!! I’m buying a ton of shares today!

I just got home so don’t have time to put the results in this post but I just listened to the Q2 call from this morning and all I can say is wow. Management here is truly the best. Their focus on profitability is so impressive. How they run the company and the balance sheet I love the call. Absolutely great quarter in a struggling environment. I’m honestly so so so impressed

Okay before I talk about ULTA, I want to say that retail is getting slammed from just about every company even the great Mary Dilon can't help Footlocker right now. You name it and they are blaming the consumer, shrinkage, macro environment, a whole bunch of different factors. However, I still believe beauty to be a bright spot and I expect great results from ULTA and their strong management team tomorrow night. Last week Target mentioned how strong beauty was in their earnings results and just today Kohl's also had great things to say about Sephora and their relationship and how they are still going to build that relationship for the rest of the year-similar to Target's plan. I truly believe ULTA is one of the better retail names to own in this environment second to only starbucks lol. People will always want to spend on beauty and coffee. Let's see how tomorrow goes. Stock is only getting cheaper as all of retail comes down. I think I might have to start my position before earnings. Enough of me talking about them-time to act. Just scared with most retail. Decisions, decisions, decisions