Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Focused Compounding
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Dollar General: A Retailer's Perspective
Dollar general is interesting at these levels. Normalized 16 times PE or 15 times EV to EBIT. Business has very strong execution for a retailer. Has five to seven years left before reaching store saturation. Stores, mostly local and rural centers that aren't as attractive to other retailers.
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