An interesting companion thought is about Dollar Tree's sympathetic sell-off. The two are similar, but also different, in that DG is more "near rural" locations and DLTR has its roots more in suburban malls. They will likely get a slightly different mix of headwinds.

Dollar Tree closed under $85 yesterday, down 43% from $150 or so as recently as March. Is the company really worth that much less than it was then? If not, then one of the prices was "wrong". Or both, of course.

The current price was first hit (within a few cents) in March 2015 when the sales per share were running under $38, and now over $140.

Sure, they too might have a bumpy patch. But I doubt they're going out of business. I'll do some more reading but I suspect I'll be a buyer today or in the next few days. Again.

Jim

Berkshire Hathaway FAQ

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