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Dollar General: COVID Hangover & Cultural Challenges
Feb 17, 2025
Partner Interview
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Dollar General: Labor and Strategic Challenges
Feb 12, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsLow Cost OperatorsFeb 12, 2025
Weekly update
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
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Markel•US•Large CapAppFolioYardiFive BelowGE AerospaceDollar GeneralWalmartProcess PowerLow Cost Operators
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Dollar General: Supply Chain Challenges
Feb 4, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsLow Cost OperatorsFeb 4, 2025
Weekly update
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Oct 24, 2023
Amazon•US•Mega CapXPELFive BelowYelpCarvanaWayfairNeighborhood IntelligenceIntuitive SurgicalCarMaxMedtronicHEICO3MSwitching CostsVertically Integrated Retailer
Oct 24, 2023
Five Below: Store Conversion ROI, Stocking & Comparable Sales
Oct 23, 2023
Oct 23, 2023
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