017 - Costco: A ROIC Growth Stock - a podcast by American Money Management LLC
from 2020-05-26T22:49:50
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A deep dive into our position in Costco. How it's expanding its business moat with its low-cost scale advantage, its customer acquisition flywheel, and why this leads to growing ROIC. I'll also discuss the risks and our estimate of fair value based on a discounted cash flow model and an economic profit model.
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phone: (858) 755-0909
email: gbusch@amminvest.com
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