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Portfolio Change - 11/15/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Nov 14
•
The Science of Hitting
14
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Portfolio Change - 11/15/2024
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DG Tegus Panel Discussion
On August 29th, a few hours after Dollar General (DG) reported its Q2 FY24 results, I moderated a Tegus panel call with three former DG employees who…
Sep 12
•
The Science of Hitting
19
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DG Tegus Panel Discussion
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Portfolio Change - 09/10/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Sep 9
•
The Science of Hitting
15
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Portfolio Change - 09/10/2024
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The Dollar Store Downturn
From “Dollar General: From Bad To Worse” (September 2023):
Sep 9
•
The Science of Hitting
19
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The Dollar Store Downturn
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Portfolio Change - 08/30/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Aug 29
•
The Science of Hitting
17
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Portfolio Change - 08/30/2024
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Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 25
•
The Science of Hitting
15
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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
•
The Science of Hitting
12
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Portfolio Change - 06/21/2024
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Waving The White Flag
DG, DLTR, and "Strategic Alternatives"
Jun 10
•
The Science of Hitting
12
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Waving The White Flag
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4
DG: The Road To Recovery
“If you find yourself in a hole, stop digging.”
Mar 25
•
The Science of Hitting
29
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DG: The Road To Recovery
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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
•
The Science of Hitting
22
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"Back To The Basics"
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2
Dollar General: From Bad To Worse
In March 2023, the Dollar General investment thesis appeared intact.
Sep 4, 2023
•
The Science of Hitting
46
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Dollar General: From Bad To Worse
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7
Dollar Tree: Turning Point
I’ve been following Dollar Tree for the past five-plus years (to date, that flirtation hasn’t led to an investment).
Jun 29, 2023
•
The Science of Hitting
34
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Dollar Tree: Turning Point
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