WMT

Selling Where They Ain’t

An update on Dollar General and Walmart

Sep 3 • TSOH Investment Research

TSOH Weekly Roundup (08/21/2026)

Welcome to another edition of TSOH Weekly Roundup.

Aug 21 • TSOH Investment Research

Dollar General: Miles and Margins

"At less than $120 per share, five-year return expectations would increase to ~15% per annum.”

Jun 8 • TSOH Investment Research

BJ's Wholesale: Mind The Gap

From “BJ’s Wholesale: A Better Business” (September 2024):

May 28 • TSOH Investment Research

TSOH Weekly Roundup (04/03/26)

TSOH Weekly Roundup #1

Apr 3 • TSOH Investment Research

Dollar Tree: Resilient Progress

From “Dollar Tree: The First Inning” (March 2025):

Mar 19 • TSOH Investment Research

DG: Closing The Gap

From “The DG Playbook” (March 2025):

Mar 16 • TSOH Investment Research

Dollar Tree's Red Dot Dilemma

"It was a necessary evil..."

Dec 8, 2025 • TSOH Investment Research

"A Fully Focused Business"

An update on Dollar Tree (DLTR)

Sep 8, 2025 • 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, 2025 • 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

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