Evidence receipt / evaluation
Published · transcript-backedDavid Rosenthal: evaluation
30 Oct 2023 Acquired Charlie Munger
“Home Depot worked so well, but I don't know that it was totally obvious. Part of the appeal of Costco was it was horizontal.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 30 Oct 2023
- Publisher
- Acquired
- Episode
- Charlie Munger
Transcript context
…Well, it'll be simpler if it was all floor. Home Depot worked so well, but I don't know that it was totally obvious. Part of the appeal of Costco was it was horizontal. It was everything. Consumers could come. They could make a trip, bring their big wagon, and bring their big truck. Home Depot was the same. They copied everything.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.