TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
Costco (COST) Podcast

Costco (COST) Podcast

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TSOH Investment Research
Jul 16, 2021
∙ Paid
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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
Costco (COST) Podcast
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Last week, I joined Anthony Pompliano of The Pomp Podcast (Spotify, Apple Podcasts), to discuss Costco (COST). We spoke about the history of the warehouse club industry, the sustainable competitive advantages inherent in the membership model, the astounding success of its $52 billion private label brand (Kirkland Signature), the long-term international …

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