WMT

Dollar General: From Bad To Worse

In March 2023, the Dollar General investment thesis appeared intact. The company had reported +4% comps over the prior year (fiscal 2022), with 2023…

Sep 4, 2023 •

The Science of Hitting

Walmart: Turning the Titanic

A deep dive on Walmart

Jun 21, 2021 •

The Science of Hitting

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