Released November 24th, 2021
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Freddie Lait - AutoZone: Exemplary Capital Allocation
Freddie Lait is the founder and CIO at Latitude Investment Management. We cover the ways in which AutoZone's customer focus echoes the best of Walmart and Costco, how the business generates some of the highest returns on capital in retail, and dive into their share buyback program.
Business Building
Public Equity
Capital Allocation
00:00:00
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AutoZone Research
Read our research on AutoZone's history, business model, and competitive position.
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Will Thorndike - How Skilled Capital Allocators Compound Capital
Will Thorndike is an author and investor whose book The Outsiders is one of the best examinations of CEOs and capital allocation. We cover how these CEOs were contrarians in business tactics, lessons for business capital allocation, and Will's experience in private equity.
Colossus
Zack Fuss - Costco: Relentless Focus on the One Thing
Zack Fuss is an investor at Continental Grain, a 200-year-old family business. Chris is President and CIO of Semper Augustus Investments Group. We cover how Costco can offer high-quality products at such low prices and lessons that can be learned and applied to other businesses.
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Intrinsic Value Assessment Of Autozone
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How Autozone is holding off Amazon... For Now
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Why Has AutoZone Stock Been One of the Best Compounders of All Time?
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Eagle Point Capital describe how AZO's extraordinary track record is the product of many subtle but powerful competitive advantages.
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Auto-Part Sellers Should Rebound as Pandemic Eases
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A Long Road of Growth For Autozone
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Henry Ford: My Life and Work
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The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
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Sam Walton: Made In America
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