Walmart

[@ArunNarasimhan_arun1997107]

Been listening for a few episodes, and I found it extremely informative and interesting. Especially the episodes on TSMC.

[@xiawmel]

1qqq

[@Stewart5225]

You guys are the Best in Business Content!

[@gangsta8929]

I’d love to see a video about how you guys do your research for these deep dives. You do a great job!

[@azerko]

Walmart, for management reasons, was a failure in Brazil. This is something that need to be studied. I was there during the assembly of the first store - they basically tried to copy an American store which, obviously, was a fluke. They had to pay millions in late taxes because of wrong processes and equipment in the check outs (I tried to warn them but was rudely dismissed). That being said they were ahead of competitors in supply chain and had a great start. Such a weird thing thy they adopted bad habits of the Brazilian management style and kept the very non flexible American style.

[@baw-mq4bt]

We NEED a COSTCO episode next!!!

[@KulkarniNiranjan1]

You guys talk at a nice story telling pace. As in not fast talkers. I can really never tell where 3 hours go by. I am sure if you did a 7 hour podcast, even that will feel short. This is just amazing content, storytelling, etc.

[@RaisedMedia]

Great Episode!

[@Ryan.G.Spalding]

Growing up in Missouri Walmart was king, my wife is from Minnesota and Target was king. It’s interesting to the dynamic between the two. Even now.

[@Ryan.G.Spalding]

I think costco and Amazon are eating Walmart’s lunch right now. And the local grocery store is such a hard nut to crack with specific items.

[@Ryan.G.Spalding]

And target for impulse clothes and home goods

[@greggalexander5913]

A 3 hour episode on just Walmart. It’s like getting trapped in a huge Walmart for 3 hours!

[@PimplPoppr]

*2:49:00* *THIS PART FOR ME.*

[@anjelakrylova7053]

I appreciate you sharing your trading knowledge.

[@mccoyji]

Tesla has Elon, Walmart had Sam. Intangibles

[@mccoyji]

Amazon used to be convenient with 2 days shipping included, after covid no mas...🤔🤔 I know people dropping the amazon yearly fee due to that.

[@HarveyFoFi]

Omg , you sound like Bryan Alvarez from F4 Weekly. He also lives in Seattle. LOL PS: this auto play for me.

[@Blastmaster-ej5kw]

Yaaaaaa baby

[@mccoyji]

Sams employees are way more friendly than costco. I like the clientele at sams stores as well. Costco shoppers can be snooty..😉🤔 Sams also has a plus membership. 2% on everything you buy plus more if you have their CC. Free shipping. 5% back on gas. Amazing!!

[@Ryan.G.Spalding]

Can’t forget about the automobile evolving from glorified horses. A store footprint can get bigger.

[@Abcxyz-12340]

01:36:56

[@mccoyji]

You guys are a little out of touch on this and you mentioned it yourselves, you don't even have a walmart near you. Costco is not cheaper than walmart/sams.

[@Jake-jo8yc]

That fund raise shit was werid and stupid

[@cbartal1]

I love Walmart. But this is not a discussion, it's a commercial

[@vj2024]

All the creators of infinity because I need to tell you something if you not going to make a season 4 tell me why you tell the cat to see you in a thousand years and and Matthew he comes back to life so if it's the end and post to die because she's the main character so I'm not going to sue cuz I don't know how cuz I just the kid

[@SeanTaylor21Mia]

How did I get on a podcast with two gay dudes.