TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley

You're listening to TIP. Welcome back to the Investors Podcast, episode 850. Today, we're going to look at a business in an industry we've largely stayed away from, which is the retail wholesale industry. Now, Walmart is arguably the most well-known business in all of North America. If you've ever lived here or traveled through,

You know exactly what Walmart is. Cheap stuff, lots of selection. You can get pretty much anything you want, from socks to TVs to bananas, all under one roof. But here is where things get interesting. When you sit down and really think about what Walmart is doing today, it's clear they've added services to help improve their ability to get products to their customers as

fast and as conveniently as possible. And that's why I really wanted to dive into this business. The business is doing all sorts of things in e-commerce and memberships that are improving their scale advantages even more, which is super impressive given Walmart's already very large scale. But I will say, I've had some nagging tension with Walmart pretty much the whole time I was doing my research on this business. Now,

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