Costco
4 statements across 3 episodes · 0 bullish · 0 bearish · 4 people on the record · first statement Dec 16, 2025 by Henry Ellenbogen · said 10 times in 8 episodes since 2025 · across every show →
Mentions by year
brought up most by Henry Ellenbogen (2), Patrick O'Shaughnessy (1), Neil Movva (1), Michael Ovitz (1), Kelly Granat (1), David Senra (1), Daniel Schwartz (1), Dan Sundheim (1)
tap a year for its mentions
2026 5 mentions in 4 episodes 1 per episode
- The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
- Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
- every mention in 2026, scene by scene →
2025 5 mentions in 4 episodes 1 per episode
- Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
- The Obsession That Creates Enduring Companies | David Senra Interview · Invest Like The Best
- Michael Ovitz - Turning Potential Into Prominence · Invest Like The Best
- Kelly Granat - Investing At Lone Pine · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Costco, oldest first
Dec 16, 2025
Feb 10, 2026
Feb 10, 2026 neutral
Behring: Most US CPG Companies Have Heavy Retailer Concentration
“Pretty much any CPG company in the US is going to have a third of the business or so, sometimes more with Walmart or another big chunk with Costco or, and it's short in other countries as well, where between one and three retailers, you're going to have the bu…”
Aug 25, 2026 neutral
Nvidia's Frugality Once Required Employees to Pay Into a 'Milk Club'
“NVIDIA took it one step further. There was no free milk in the fridge. So if you wanted to drink coffee at NVIDIA, and you wanted some milk, you actually had to chip in a dollar every month to the milk club, and the milk club would stock Costco milk in the fri…”