Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (12) |
Author: shaun1776 ✸  😊 😞
Number: of 22351 
Subject: Re: A far better DG analysis
Date: 10/03/23 10:43 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
I read the linked article and didn't think it was very good trying to make broad economic predictions and apply it to DG. Jim pointed out factual errors and called 'It's an odd article.' So not a good article.

DG's share price has had a precipitous decline, now at about 40% of the high.

The store conditions can be improved with effort if management cares. Staffing and store management doesn't look to be in crisis. Inventory magnitude and turn can be managed. Inflation and interest rates are problems but the rate of change has slowed. We will have to see if they can keep profit margins and debt manageable. A collapse in sales seems unlikely.

I bought at $125 and again at $114. The price now looks in a local minimum. It can always go lower.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to shaun1776 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (12) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community