Costco

4387.042 - 4411.285 David Rosenthal

As Saul readily admits, he and Robert are great at creative ideas in retail. They're not so great at scale execution. Now, it's different in that capital is not a competitive vector here. Back in the FedMart days, FedMart was constrained. The whole reason they went looking for a capital partner was they needed more capital in order to be able to grow stores and compete with Walmart and Kmart.