WMT

Dollar Tree's Red Dot Dilemma

"It was a necessary evil..."

Dec 8 • TSOH Investment Research

"A Fully Focused Business"

An update on Dollar Tree (DLTR)

Sep 8 • 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

Roku: A Clearer Picture

From “Roku: Surfing The Streaming Wave” (December 2023):

Nov 11, 2024 • TSOH Investment Research

The Dollar Store Downturn

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

Sep 9, 2024 • TSOH Investment Research

Dollar General: From Bad To Worse

In March 2023, the Dollar General investment thesis appeared intact.

Sep 4, 2023 • TSOH Investment Research

Walmart: Turning the Titanic

A deep dive on Walmart

Jun 21, 2021 • TSOH Investment Research

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts