Costco, every mention
4 scenes (2025) · ← back to Costco
tap a year for its mentions
every year 2025 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
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