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Archive
About

DG

Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
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The Science of Hitting
Portfolio Change - 09/10/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
The Dollar Store Downturn
From “Dollar General: From Bad To Worse” (September 2023):
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The Science of Hitting
Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
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…
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The Science of Hitting
Waving The White Flag
DG, DLTR, and "Strategic Alternatives"
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The Science of Hitting
4
DG: The Road To Recovery
“If you find yourself in a hole, stop digging.”
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The Science of Hitting
Portfolio Change - 12/12/2023
Note: You can review all prior portfolio changes on the TSOH website
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The Science of Hitting
"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…
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The Science of Hitting
2
"I'll Never Sell A Share"
From the 2001 Berkshire Hathaway shareholder meeting:
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The Science of Hitting
1
"Always Looking For Context"
Macro Factors and Long-Term Investing
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The Science of Hitting
2
Dollar General: From Bad To Worse
In March 2023, the Dollar General investment thesis appeared intact.
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The Science of Hitting
7
© 2024 Alex Morris (TSOH Investment Research)
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