Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
30 Oct 2023 Acquired Charlie Munger
“It seems like there's a spectrum where on the one side there's Costco that is just not a fast-growing company, because it's very difficult to.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 30 Oct 2023
- Publisher
- Acquired
- Episode
- Charlie Munger
Transcript context
…Of course you do that safer, and its easier, and so forth. But I would argue at Costco, where they've done some of these things that are extreme like the hotdog, it's smart to change their ways on one item or two. It seems like there's a spectrum where on the one side there's Costco that is just not a fast-growing company, because it's very difficult to. On BYD, like you're saying, they grew like crazy! I mean, you turned-- Well BYD, this year will sell at least two and a half million cars. Most of them are electric, that's unheard of. That's way more than Mercedes, for instance.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.