AutoZone ($AZO) podcast mentions
Per Ticker.id: 4 AutoZone ($AZO) mentions across 3 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-01.
Quick break from This Car Pod. We're teaming up with AutoZone and their quality parts to rescue iconic vehicles like this 1987 Toyota 4Runner that are in dire need of saving. We've done a lot on this car so far. I'm really happy with how far we've come. New rotors are in, new pads are in, brake pedal feels awesome, the car is running cool. It's time to give our project 4Runner the royal cleaning it deserves. For that, we're going with Mother's Products. They have wash, wax, wax, tire shine, everything we need to bring back that new car look. First things first, spray the wheel cleaner on. Last but not least, it's time to change the oil and the filter. We went with STP because it's specifically formulated for vehicles with a ton of miles. It'll keep this engine lubricated and running smooth. We've only driven this car to get tires and back, but I'm excited to really stretch its legs, take it on the trail, get that burrito, and hit some waves.
Speaker F · THIS CAR POD! with Doug DeMuro & Friends! · Doug Reacts to the Jaguar Type 01! Saleen Returning? New Porsche Supercar?! · 2026-10-09We're right at F. The truck's ready. I'm ready. It's going to be a ton of, ton of fun. I'm sad to not keep the truck forever because I've wanted one of these for so long, but maybe I'll end up buying it. Who knows? Stay tuned to see what car we tackle next on the AutoZone Rescue.
Speaker F · THIS CAR POD! with Doug DeMuro & Friends! · Doug Reacts to the Jaguar Type 01! Saleen Returning? New Porsche Supercar?! · 2026-10-09Ryan Lopez and I will go to AutoZone and refix this for our next series. Like, I, I— it does not need to be a full car. It doesn't need to be a pretty car. It could need some paint.
Nick · THIS CAR POD! with Doug DeMuro & Friends! · Doug Reacts to the Jaguar Type 01! Saleen Returning? New Porsche Supercar?! · 2026-10-09Yeah, it's an area I know Walmart is sort of notorious for because, well, their suppliers are not exactly thrilled about getting squeezed so customers can have lower prices. But you can't really push back if you're a supplier because there's no other client out there like Walmart for you to sell to and for you to be able to sell the kind of volumes that you might be able to. And so negative working capital too is also really a pillar of a lot of great retail businesses from Amazon and Walmart to AutoZone as well. And we recently spoke about Alphabet, which is another company with a very wide moat. And one of the points we discussed was how wide moat businesses often spend a lot of time in court trying to tell lawyers and judges and the public that they're not a monopoly. That's sort of an idea that we learned from Peter Thiel in his book Zero to One. And I do believe that there's some recent news from Pepsi that maybe we can use as a case study on Walmart's bargaining and oligopolistic power.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley · 2026-10-01What effectively happens when you shrink the share count is that you increase the size of everyone's slice of the pie. So if you're a shareholder and the share count reduces, well, congratulations, your percentage ownership of the company has increased. And so compared to some of the most potent share cannibals of the 21st century, Walmart does not rank that highly up the list in doing buybacks compared to, say, AutoZone, which is actually the second time I've invoked that company during today's episode. But nonetheless, their share count is moving in the right direction for a company that has pretty limited growth opportunities to reinvest in at the moment that are visible to us as shareholders. And so my concern is that they're basically buying back stock at 30 or 40 times earnings, which just means they're paying a higher price to retire stock than you might otherwise expect for a retailer. So each dollar of buybacks doesn't necessarily go as far as it could.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley · 2026-10-01