Walmart, every mention
40 scenes · ← back to Walmart
tap a year for its mentions
every year anyone Paul Black 6Steve Kuhn 4Chad Summe 4Avichal Garg 4Steve Papa 3Ted Seides 2Michael Mervosh 2Joe Lonsdale 2Jeff Hausenbold 2Dan Ariely 2
Verbatim, from the transcripts: the passages where Walmart comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 31:00 Rajiv Jain In fact, we're going to shift to point of sales more, like Walmart type stuff, advertising.
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.
Michael Mervosh - Invest in Yourself (EP.402)
- ▶ 18:58 Michael Mervosh It's as real as going into Walmart or more real than what I watch people do every day.
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 31:24 Yann Robard When you start selling a share of Google or Walmart at the end of the day, that's a secondary.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 11:30 Chris Dixon They're selling things in Walmart.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 22:07 Michael Milken And the average P.E. ratio was 66 times of these great companies, and many of them were great, like Disney and Walmart, but many of them were Polaroid and Kodak and others.
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
- ▶ 34:15 Raphael Arndt And I was quite influenced by Sam Walton's famous quote about Walmart when he said, well, if you don't serve the customer or you're not helping someone who serves the customer, we don't have a job for you.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 11:04 Chad Summe She loves that, that we walked into Walmart and saw her on the wall.
- ▶ 43:17 Chad Summe I always use the analogy of P&G size to Walmart in the 19 eighties versus today. 3 times in the scene
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 51:05 Brian Christensen If you go throughout history, Amazon with Jeff Bezos is a great example, or Walgreens, that was entrepreneurial and family run, or Walmart is also a fantastic example of that, or many of the tech platforms, for example, Google.
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 37:30 Annie Duke It starts faltering in the seventies as these other bargain retailers start coming along, like Walmart and Kmart, for example, eventually Target in the nineties. 2 times in the scene
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
- ▶ 4:39 Ted Seides In the last few years, Carla added board seats to her professional portfolio and currently serves on a host of boards, including SEO, Harvard University, Walmart, and MetLife.
- ▶ 41:53 Ted Seides Now, I know you've sat on a number of incredibly interesting board seats increasingly over the last couple of years from Sesame Workshop to Harvard to Walmart, Cummings, MetLife.
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 5:30 Brent Montgomery I didn't have a lot of money, and I wanted a lot of stuff, and I found out that that required money, so I started buying stuff at our version of Walmart.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 39:28 Avichal Garg Let's take something like Amazon versus Walmart. 4 times in the scene
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 7:18 Steve Papa So when we talk about big data, big data back in 1993 was the 10 terabyte Walmart data warehouse that cost eighty million dollars. 3 times in the scene
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 33:31 David Rosenthal That's the Walmart on the other end of the spectrum.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 35:20 Chas Cocke Business performance and how it allows for you to pay up early and allow the business to earn into itself, so Amazon or Walmart would be great examples of that, and it's something that I keep failing at even now.
- ▶ 38:36 Chas Cocke You walk into a Walmart or a CVS where they have a MoneyGram desk, you've got 500 dollars, and you want to send it to your grandma in Mexico, so you take that 500 dollars in cash or a check, you pay a 20 dollar fee on top of it, you send…
Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12)
- ▶ 31:24 Mike Smith And I think I'm really good at org design and leadership and talent management based on my experience at Stitch Fix and Walmart.com.
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 38:56 Alex Rodriguez But I have an incredible partner, a fifty-fifty partner, Mark Laurie, who is a wizard when it comes to tech and marketing and all the things he's done with diapers, Jet.com, and Walmart.
Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
- ▶ 37:45 Dan Ariely There was recently a paper that showed that if you compare Walmart to Target, you go to Walmart and you ask the employee, hey, is there something in the back? 2 times in the scene
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
- ▶ 28:31 Brian Bares And so what I mean is, if you would have paid twice the market multiple for Walmart in 1974, you would have ended up with a phenomenal result, right?
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 9:48 Jeff Hausenbold So if Walmart sitting on. 2 times in the scene
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 52:04 Seth Ginns And you get into these like blurring of stakeholders and you know, how does Walmart attract people when they're only growing earnings at 10% a year and an upstart is growing their store count by doubling every year.
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- ▶ 16:52 Beezer Clarkson Maybe it's Walmart or Coca-Cola or a bank or some other sort of infrastructure enterprise, and so they'll do innovation sessions for a whole range of entities.
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 15:45 Kip McDaniel You can get satellite data on, on Walmart's parking lot, but I still can't figure out if Paula Valente is reading my piece of thought leadership.
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
- ▶ 19:47 Joe Lonsdale 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.
- ▶ 26:40 Joe Lonsdale Like, we'll sometimes bring an interesting speaker for people to meet, depending, sometimes we'll get together leaders in one specific area, you know, bring, like, eight of our logistics CEOs and bring 30 different people who run things in…
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
- ▶ 20:59 Steve Kuhn Sometimes you see a New York Times article about Walmart's practices in Mexico. 4 times in the scene
Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
- ▶ 14:59 Michael Mervosh Walmart are more real, more real than what I watch people do every day.
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- ▶ 34:07 John Pfeffer You know, Walmart doesn't store their profits in, in warehouses of goods, right?
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 26:27 Paul Black I always talk about Walmart, 40 or 50 years ago. 4 times in the scene
- ▶ 42:53 Paul Black About five or six years ago, I think it was, there was a big New York Times piece on kind of the, the bribery, or the so-called bribery that Walmart was engaging in to get space, right? 2 times in the scene
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
- ▶ 42:21 Steve Galbraith It's all about artificial intelligence and counting the number of cars in Walmart parking lots and things like that.
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
- ▶ 49:01 Andy Redleaf They wouldn't say something like that, but they could say, we're running this pilot with Walmart.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 43:35 Chatri Sityodtong It kind of reminds me of the story of how Walmart was the first to really become
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 38:02 Josh Brown He's saying this is this kind of, so Walmart is a consumer staple.