Costco, every mention
12 scenes · ← back to Costco
tap a year for its mentions
every year anyone Sanjay Ayer 8Paul Black 8Ryan Batchelor 4Brett Barakett 4Rajiv Jain 1Pat Dorsey 1Mike Mauze 1Jeff Hausenbold 1Evan Wiig 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where Costco comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 14:58 Pat Dorsey Costco is
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 23:10 Rajiv Jain It's kind of like a Costco model.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 38:01 Alex Sacerdote You've got Amazon now, which is 25 times next year's street EPS, which, that's GAAP EPS, cheaper than Walmart, cheaper than Costco.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 9:58 Sanjay Ayer Costco, year after year, 15 to 20 to 25 to 30,
- ▶ 15:23 Sanjay Ayer I mean, you're selling names like Louis Vuitton and Costco and buying names like Rolls Royce and Siemens Energy.
- ▶ 26:25 Sanjay Ayer Costco was probably one of the most difficult positions to move on from. 6 times in the scene
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 40:17 Brett Barakett Jim Sinigal, who used to be the CEO of Costco, 4 times in the scene
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 46:34 Ryan Batchelor So you can think, as an example, American Express when they lost the Costco account. 4 times in the scene
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 13:37 Jeff Hausenbold I thought about strategy and how I was competing with companies like Walmart, Walgreens, CVS, Costco, AOL, Yahoo, Kodak, Fuji, Sony, American Greetings.
SPECIAL EPISODE – Introducing Invisible Forces Podcast
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- ▶ 32:00 Mike Mauze A predominantly Costco business to a much more diversified business
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 15:57 Paul Black We use the example of, of Costco versus Sam's Club. 8 times in the scene