Post #13 by rivervalley on the US Policy board

Please be patient and understanding when interacting with others, and avoid getting frustrated or upset if someone does not respond to your posts or if a discussion does not go as you expected. Remember that everyone is entitled to express their own perspectives. Furthermore, even when you don't entirely agree, try to benefit in some way from it.

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I've been adding incrementally on the way down. Am planning to back up the truck (well, double my position, whether or not that counts as a truckfull) at 100.
Have toyed with the idea of selling to take the loss and buy back in a month, but I figure the market gods would use that as an opportunity to smite me with a PE takeover or reorganzation.
Since I havent sold I figure we keep bleeding...death by a 1000 papercuts
In the meantime, the fellow behind TSOH substack opened up his paywall briefly and posted this about DG. The scariest figures for me are 1 - the declining EBIT margins over time, 2 - the 1 year charts of WMT vs DG. Feels like a good lesson in not fighting the market
https://thescienceofhitting.com/p/dollar-general-f...

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