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Dollar General: COVID Hangover & Cultural Challenges
Feb 17, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 17, 2025
Dollar General: Labor and Strategic Challenges
Feb 12, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 12, 2025
Weekly update
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
Feb 11, 2025
Markel•US•Large CapAppFolioYardiFive BelowGE AerospaceDollar GeneralWalmart
Feb 11, 2025
Dollar General: Supply Chain Challenges
Feb 4, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 4, 2025
Weekly update
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Oct 24, 2023
Amazon•US•Mega CapXPELFive BelowYelpCarvanaWayfairOverstockIntuitive SurgicalCarMaxMedtronicHEICO3M
Oct 24, 2023
Five Below: Store Conversion ROI, Stocking & Comparable Sales
Oct 23, 2023
Oct 23, 2023
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