Subject: Re: OT: Dollar General
Thanks, great video.

Apart from Berkshire currently 60pct) and one other, I tend to keep my positions in a given stock below 4pct but I still believe DG's business model is intact and at usd 123 I think pessimism is way overblown. They are profitable and still growing, expected to open 990 store in 2023 with decent ROIC.

I will likely be adding up to 8pct of my portfolio, provided no major rebound