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▶ 12:00 · $COST · Costco's 'worst governance' rating masks mission-controlled outperformance vs Kroger

now playing · $COST

Expiring super-voting shares enabled founder firing despite revenue growth

Twilio's adoption of standard governance 'best practice' — 7-year sunset on founder super-voting shares — led to Jeff Lawson's firing 199 days after expiration despite revenue bei…

$COST···bullish· higheric ries

Costco's 'worst governance' rating masks mission-controlled outperformance vs Kroger

Costco's industrial foundation structure protects its customer-first mission, enabling 50+ year longevity and superior returns despite governance rating agencies giving it the wor…

$PM···bearish· higheric ries

Philip Morris shows shareholder primacy creates $600B/year in hidden external costs

Philip Morris generates $8B net income but imposes $600B/year in US healthcare costs and lost productivity; the shareholder primacy model treats these externalities as irrelevant,…

$KR···bearish· mediumeric ries

Kroger's 'best practice' governance produced 'Costco in reverse' underperformance

Kroger's embrace of standard corporate governance best practices — independent directors, shareholder primacy — resulted in materially worse long-term performance versus Costco's…

$NVO···bullish· higheric ries

Industrial foundation structure saved GLP-1 program, creating $600B value vs $20B merger

Novo Nordisk's non-profit foundation trustees blocked a value-destroying merger that would have canceled the GLP-1 research program; the structure has delivered 6x higher 50-year…

$ZEISSbullish· mediumeric ries

Zeiss industrial foundation structure since 1885 validates 100+ year mission control model

Zeiss has operated under an industrial foundation structure since 1885, providing century-plus evidence that mission-controlled governance enables extreme longevity; part of a dat…

$ANTHROPICbullish· higheric ries

PBC + long-term benefit trust gives structural defense for AI safety mission

Anthropic's public benefit corporation structure combined with a perpetual purpose trust (long-term benefit trust) creates mission sovereignty that attracts top talent, enables co…

$VICARIOUSbullish· loweric ries

Early AI lab Vicarious adopted PBC structure to prevent paperclip maximizer outcomes

Scott Phoenix founded Vicarious as a PBC from day one to structurally prevent AGI from being captured by shareholder value maximization ('paperclip maximizer'), pioneering the gov…

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