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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
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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
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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
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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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"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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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
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Dollar General: From Bad To Worse
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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). Throughout much of that period, the…
Jun 29, 2023
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The Science of Hitting
34
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Dollar Tree: Turning Point
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DLTR: "We Know How To Fix It"
From “Value Creation Lever?” (September 2022):
Apr 6, 2023
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The Science of Hitting
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DLTR: "We Know How To Fix It"
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Dollar Tree: "Value Creation Lever"?
In the December 2021 write-up “Breaking The Buck”, I reviewed Dollarama’s experience in Canada with its transition to a multi-price point value retail…
Sep 8, 2022
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The Science of Hitting
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Dollar Tree: "Value Creation Lever"?
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Breaking The Buck
I’ve never owned Dollar Tree, but it’s a company that I’ve watched closely for years (here’s the link to my June deep dive, “One Buck At A Time”). The…
Dec 2, 2021
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The Science of Hitting
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Breaking The Buck
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Dollar Tree: A Vision Emerges
An update on the company's 1H FY21 results
Sep 9, 2021
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The Science of Hitting
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Dollar Tree: A Vision Emerges
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"One Buck At A Time"
A deep dive on Dollar Tree
Jun 7, 2021
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The Science of Hitting
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"One Buck At A Time"
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