3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP489: Intrinsic Value Analysis of Dollar General & Apple

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Millennial Investing Podcast - Dollar General

The second risk I see in Dollar General is just the management's ability to continue to execute on their business strategy and open new stores at that target return of 20%. This is by no means a recommendation to buy or sell Dollar General. It's just how I would really analyze the company using Warren Buffett's framework for analyzing and determining the value of a company. According to Berkshire Hathaway's most recent 13F filing, they bought nearly 4 million more shares in Apple. So even though Apple's stock is up multiples from when he first bought shares in 2016, Buffett still believes that Apple is undervalued today.

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