Relentless Value: Lessons from Costco

Relentless Value: Lessons from Costco

Neil says to understand Costco is to understand Regency Capital’s approach to stocks. It’s a long term holding in a business that’s well-known but perhaps not fully understood: “Costco is not a retailer.” He describes its simple yet powerful business model and competitive “moat” and what he’s learned from the company.

Neil and Arthur also reflect on their journey since Regency Capital’s launch one year ago.

Regency Capital’s podcasts can also be found through Apple Podcasts and Spotify.

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It should not be assumed that any of the securities transactions or holdings discussed was or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.

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