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Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 25
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The Science of Hitting
12
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Portfolio Change - 07/26/2024
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Portfolio Change - 06/21/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website. The past few months have brought some noteworthy developments for a few of…
Jun 20
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The Science of Hitting
11
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Portfolio Change - 06/21/2024
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Waving The White Flag
DG, DLTR, and "Strategic Alternatives"
Jun 10
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The Science of Hitting
11
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Waving The White Flag
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DG: The Road To Recovery
“If you find yourself in a hole, stop digging.”
Mar 25
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The Science of Hitting
28
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DG: The Road To Recovery
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Portfolio Change - 12/12/2023
Note: You can review all prior portfolio changes on the TSOH website
Dec 11, 2023
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The Science of Hitting
26
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Portfolio Change - 12/12/2023
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"Back To The Basics"
From “Dollar General: From Bad To Worse” (September 2023): “While Consumables are a bright spot at Family Dollar, the banner is facing its own share of…
Dec 11, 2023
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The Science of Hitting
22
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"Back To The Basics"
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"I'll Never Sell A Share"
From the 2001 Berkshire Hathaway shareholder meeting:
Oct 5, 2023
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The Science of Hitting
35
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"I'll Never Sell A Share"
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"Always Looking For Context"
Macro Factors and Long-Term Investing
Sep 21, 2023
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The Science of Hitting
32
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"Always Looking For Context"
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Dollar General: From Bad To Worse
In March 2023, the Dollar General investment thesis appeared intact.
Sep 4, 2023
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The Science of Hitting
45
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Dollar General: From Bad To Worse
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DG: Competitive Concerns?
Note: My fiancé and I tied the knot a few weeks ago, and we’re heading to California for our honeymoon (as a dutiful Berkshire Hathaway shareholder, I…
Jun 5, 2023
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The Science of Hitting
39
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DG: Competitive Concerns?
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DG: "No Noise, No Distractions"
From “We Went Where They Ain’t”: “For the people living in these towns, DG is a great solution for their day-to-day shopping needs - and one that…
Mar 23, 2023
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The Science of Hitting
21
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DG: "No Noise, No Distractions"
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DG: Short-Term Stumbles
From “We Went Where They Ain’t”:
Dec 5, 2022
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The Science of Hitting
23
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DG: Short-Term Stumbles
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