Costco, every mention
13 scenes (2026) · ← back to Costco
tap a year for its mentions
every year 2026 anyone Ben Gilbert 337David Rosenthal 211Charlie Munger 19Howard Schultz 9Michael Lewis 5Andrew Marks 3Doug DeMuro 1David Senra 1Daniel Ek 1
Verbatim, from the transcripts: the passages where Costco comes up
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
- ▶ 1:33:42 Ben Gilbert This is the exact same thing from our Costco episode.
- ▶ 1:34:01 Ben Gilbert Costco does this back with customers, and Vanguard does this too.
- ▶ 1:34:12 David Rosenthal Vanguard is Costco for finance.
- ▶ 1:34:15 Ben Gilbert But even further, it's like Costco on steroids.
- ▶ 1:34:18 Ben Gilbert Even Costco, who lowers prices as much as they can to reward customers and encourage customer loyalty and make everything about customer experience better.
- ▶ 1:34:26 Ben Gilbert Even Costco has outside shareholders who want the business to generate profits.
- ▶ 1:34:31 Ben Gilbert There, there is a reason you are investing in Costco as a business, and that's because you expect it to.
- ▶ 1:34:39 David Rosenthal Costco itself, several hundred billion dollar market cap company today.
- ▶ 3:02:44 David Rosenthal Again, very Costco-like.
- ▶ 3:02:46 David Rosenthal You've seen Costco expand into vacations and autos.
- ▶ 3:13:40 Ben Gilbert I think Costco thus far has been the most correct analogy that this is Costco on steroids, but it's also something else that was also an acquired episode.
- ▶ 3:26:56 Ben Gilbert I mean, we said earlier, this business like Costco has scale economies shared.
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
- ▶ 3:38:22 Ben Gilbert You and I have always talked about it as a Costco in the front and Hermes in the back.