Sam's Club

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Mar 22, 2024 by David Senra · said 15 times in 6 episodes since 2024 · across every show →

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brought up most by David Senra (15)

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2025 1 mention in 1 episode
2024 14 mentions in 5 episodes 3 per episode

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Everything said about Sam's Club, oldest first

Mar 22, 2024 negative
Assertion Supported
Senra: Price Club Squandered Seven-Year Lead Over Costco and Sam's Club
“The price company had a seven-year head start on Costco's and Sam's Club, but Costco and Sam's were expanding aggressively while Price Club remained tentative.”
David Senra Mar 22, 2024 ▶ 49:54 Sol Price: The Founder Who Taught Jim Sinegal, Sam Walton, Jeff Bezos, and Bernie Marcus
Sep 25, 2024 positive
Assertion Supported
Sam's Club scaled from zero to 105 stores in seven years
“He goes from zero stores to a 105 in seven years and five billion a year in sales.”
David Senra Sep 25, 2024 ▶ 56:12 Li Lu and Charlie Munger and Warren Buffett
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