DG

"A Fully Focused Business"

An update on Dollar Tree (DLTR)

Sep 8 •

TSOH Investment Research

Dollar General: Delivering

From “Dollar General: Intense Focus” (June 2025): “Given my views on the competitive threat from Walmart omnichannel, [DG’s evolving digital offerings…

Sep 4 •

TSOH Investment Research

Dollar General: Intense Focus

“It’s hard to be excellent… excellence takes intense focus.”

Jun 12 •

TSOH Investment Research

Dollar Tree: "The First Inning"

From “The Dollar Store Downturn” (September 2024): “For now, we remain in limbo on Family Dollar.

Mar 31 •

TSOH Investment Research

The DG Playbook

Note: A reminder that I will be hosting an expert panel discussion on Nike, which will be available tomorrow at noon ET.

Mar 17 •

TSOH Investment Research

An update on DLTR and DG

Dec 9, 2024 •

TSOH Investment Research

Walmart: Full Steam Ahead

Note: TSOH Investment Research will be off on Thursday for Thanksgiving.

Nov 25, 2024 •

TSOH Investment Research

Q3 2024 Portfolio Update

The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...

Oct 3, 2024 •

TSOH Investment Research

Portfolio Change - 09/10/2024

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Sep 9, 2024 •

TSOH Investment Research

The Dollar Store Downturn

From “Dollar General: From Bad To Worse” (September 2023):

Sep 9, 2024 •

TSOH Investment Research

Portfolio Change - 07/26/2024

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Jul 25, 2024 •

TSOH Investment Research

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, 2024 •

TSOH Investment Research

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