Walmart

4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Sep 30, 2019 by Joe Lonsdale · said 57 times in 35 episodes since 2017 · across every show →

Mentions by year

brought up most by Paul Black (6), Steve Kuhn (4), Chad Summe (4), Avichal Garg (4), Steve Papa (3), Ted Seides (2), Michael Mervosh (2), Joe Lonsdale (2)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention · from 31:00
every mention in 2026, scene by scene →

2025 1 mention in 1 episode

Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 · 1 mention · from 38:01
every mention in 2025, scene by scene →

2024 10 mentions in 7 episodes 1 per episode

Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364) Jan 25, 2024 · 4 mentions · from 11:04
Michael Mervosh - Invest in Yourself (EP.402) Aug 26, 2024 · 1 mention · from 18:58
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) Jun 17, 2024 · 1 mention · from 31:24
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380) Apr 15, 2024 · 1 mention · from 11:30
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371) Feb 26, 2024 · 1 mention · from 22:07
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365) Jan 29, 2024 · 1 mention · from 34:15
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361) Jan 11, 2024 · 1 mention · from 51:05
every mention in 2024, scene by scene →

2023 1 mention in 1 episode

Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316) May 22, 2023 · 1 mention · from 1:01:02
every mention in 2023, scene by scene →

2022 14 mentions in 7 episodes 2 per episode

Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34) Aug 4, 2022 · 4 mentions · from 39:28
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244) Apr 4, 2022 · 3 mentions · from 7:18
Annie Duke – The Power of Quitting (Capital Allocators, EP.273) Oct 3, 2022 · 2 mentions · from 37:30
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267) Aug 22, 2022 · 2 mentions · from 4:39
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265) Aug 8, 2022 · 1 mention · from 5:30
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243) Mar 28, 2022 · 1 mention · from 42:11
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229) Jan 3, 2022 · 1 mention · from 33:31
every mention in 2022, scene by scene →

2021 10 mentions in 7 episodes 1 per episode

Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224) Nov 29, 2021 · 2 mentions · from 35:20
Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) May 17, 2021 · 2 mentions · from 37:45
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186) Mar 29, 2021 · 2 mentions · from 9:48
Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12) Sep 23, 2021 · 1 mention · from 31:24
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198) Jun 7, 2021 · 1 mention · from 38:56
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191) Apr 26, 2021 · 1 mention · from 28:31
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182) Mar 15, 2021 · 1 mention · from 52:04
every mention in 2021, scene by scene →

2020 1 mention in 1 episode

Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) Jan 20, 2020 · 1 mention · from 16:52
every mention in 2020, scene by scene →

2019 7 mentions in 3 episodes 2 per episode

Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85) Feb 4, 2019 · 4 mentions · from 20:59
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09) Sep 30, 2019 · 2 mentions · from 19:47
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115) Dec 9, 2019 · 1 mention · from 15:45
every mention in 2019, scene by scene →

2018 10 mentions in 5 episodes 2 per episode

Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) May 7, 2018 · 6 mentions · from 26:27
Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68) Sep 10, 2018 · 1 mention · from 14:59
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54) May 28, 2018 · 1 mention · from 34:07
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48) Apr 16, 2018 · 1 mention · from 42:21
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46) Apr 2, 2018 · 1 mention · from 49:01
every mention in 2018, scene by scene →

2017 2 mentions in 2 episodes 1 per episode

Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22) Aug 21, 2017 · 1 mention · from 43:35
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06) May 9, 2017 · 1 mention · from 38:02
every mention in 2017, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Walmart, oldest first

Sep 30, 2019 positive

Assertion Not checkable as stated

Deliverr doubled Walmart merchant sales by providing guaranteed fast shipping

“We put it on Walmart for a bunch of their merchants and rather than three to five day shipping, they distinct guarantee one or two day shipping and those merchants sales doubled once we told consumers that.”

Joe Lonsdale Sep 30, 2019 ▶ 19:47 Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)

Apr 4, 2022 neutral

Assertion Contradicted

Papa: Walmart's 1993 10TB Data Warehouse Cost $80M with 10,000 Disks

“So when we talk about big data back in 1993 was the 10 terabyte Walmart data warehouse that cost eighty million dollars. That's how far things have come. That system had close to 10,000 hard disks to make it go.”

Steve Papa Apr 4, 2022 ▶ 7:18 Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)

Jan 25, 2024

Assertion Partly supported

Summe: Walmart drives 30% of P&G's business; P&G drives 1% of Walmart's

“P&G makes up maybe one percent of Walmart's business and Walmart makes up today. I'm using round numbers, maybe 30% of P&G's business.”

Chad Summe Jan 25, 2024 ▶ 43:25 Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)

Dec 22, 2025 bullish

Assertion Supported

Sacerdote: Amazon Trades at 25x Forward GAAP EPS, Cheaper Than Walmart and Costco

“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.”

Alex Sacerdote Dec 22, 2025 ▶ 38:01 Top 5 of 2025: #4: Alex Sacerdote

Walmart

Mentions by year

Everything said about Walmart, oldest first

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