Costco

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · said 8 times in 3 episodes since 2025 · across every show →

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brought up most by Alex Rampell (4), John Collison (3), Patrick Collison (1)

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2026 5 mentions in 1 episode
2025 3 mentions in 2 episodes 2 per episode

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Everything said about Costco, oldest first

Oct 22, 2025
Insight
Sundheim: The biggest investing mistakes come from selling great compounders too early
“The biggest mistakes are selling the Costco's too early, because you know, the IRR is totally dependent upon what you assume the exit multiple is, like, and that is difficult to be precise about, you know, what the right exit multiple is for a business.”
Dan Sundheim Oct 22, 2025 ▶ 7:30 Dan Sundheim of D1 Capital on the art of public market investing
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