Re: The Bloom may be on the rose

The week's question

In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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Stocks A to Z / Stocks D / Dollar General (DG)

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No. of Recommendations: 7

I find the Klarman position interesting. He had bought a minor (for him) position in Q2 2023 (before a big drop), bought 3x as minor shares in Q3, and then exited the 927 000 share position in Q4. Pat Dorsey also did a Q3 buy and Q4 sell.

He's now come in heavy with 2.3 million shares (reported price of $84.57), for a new position of 5.56% of Baupost's total portfolio.

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This community has written 284 posts about Dollar General. The article-length ones it recommended most:

DG earnings · 30 recs · 2024

Past as Prologue? · 27 recs · 2023

dg, the new value line, · 9 recs · 2024

TEMU · 9 recs · 2023

DG: Theft · 7 recs · 2024

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