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About

DG

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 As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
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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: Charlie Munger: “Earlier this morning, I was autographing books when a very good-looking woman…
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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. The company had reported +4% comps over the prior year (fiscal 2022), with 2023…
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The Science of Hitting
7
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…
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The Science of Hitting
5
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…
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The Science of Hitting
DG: Short-Term Stumbles
From “We Went Where They Ain’t”: “The importance of ‘conveniently located, small-box stores’ cannot be overstated. A major part of Dollar General’s…
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The Science of Hitting
2
DG: Widening The Moat
In “We Went Where They Ain’t”, the Dollar General deep dive published in June 2021, I concluded with the following: “I believe Mr. Market has some…
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The Science of Hitting
DG: Flight to Value
Dollar General: Flight to Value Recent DG Posts: Deep Dive, Q2 FY21, Q3 FY21, Q4 FY21 Following difficult quarters for Walmart and Target, which…
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The Science of Hitting
DG: "A Low-Cost Operator"
My deep dive on small box retailer Dollar General (“We Went Where They Ain’t”), which was published in June 2021, concluded with the following: “I…
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The Science of Hitting
5
© 2024 Alex Morris (TSOH Investment Research)
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