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Walmart: Full Steam Ahead
Note: TSOH Investment Research will be off on Thursday for Thanksgiving.
11 hrs ago
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The Science of Hitting
10
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Walmart: Full Steam Ahead
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Roku: A Clearer Picture
From “Roku: Surfing The Streaming Wave” (December 2023):
Nov 11
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The Science of Hitting
15
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Roku: A Clearer Picture
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The Dollar Store Downturn
From “Dollar General: From Bad To Worse” (September 2023):
Sep 9
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The Science of Hitting
19
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The Dollar Store Downturn
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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
46
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Dollar General: From Bad To Worse
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7
Walmart: Turning the Titanic
A deep dive on Walmart
Jun 21, 2021
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The Science of Hitting
20
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Walmart: Turning the Titanic
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