The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI199: Cloning Warren Buffett and Charlie Munger w/ Chris Franco

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Costco Walkthrough

Costco has been remarkably resilient in their membership growth over the years. Charlie Munger is on the board of directors there and I'll get to his influence on me on this investment in a second. It doesn't mean that Costco will beat the market by a lot over the long term but it's a business that I think is really special.

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