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Dollar General Stock Looks More Like An Opportunity, but is Always Retail

Frames Dollar General Stock Looks More Like An Opportunity, but is Always Retail

Description Dollar General Stock Looks More Like An Opportunity, but is Always Retail

Comments Dollar General Stock Looks More Like An Opportunity, but is Always Retail

Are you a momentum investor? I don't know of any value investors who use charts Comment from : Kevin C

great video, food for thought as always :D Comment from : Matt Smith

Great analysis, thanks! BUT would it not be better to use a logaritmic scale when pointing to the graph and how it has developed? And maybe combine with longer time horizon This paints a sligthly other picture from the one presented Comment from : Lars E

The only retailer I own is Seven & I HoldingsbrI was lucky to get a good price in 2020brAny thoughts on their current valuation ? Comment from : Kool Klem

Hi Seth, Thanks for the knowledge sharing Could you please analyze one of this stocks: Ulta beauty, Melexis NV Atkore inc, AMN Healthcare services? Comment from : David Arias Maestre

Hey, great video as always! What's your thoughts on five factor investing? Comment from : lennymols

Thanks for covering DG Sven I like the Buffet quote and whole retail industry "widow maker" viewtells a lot even before any analysis Solid company, solid current valuation, insider buys, expanding to Mexico, still building stores in USA, not much dollar store competitors Thing currently look very ugly, but will it forever? I ll keep it on my watch list and maybe start position after next earnings Comment from : borat smagadijev

Thank you for quick analysis I want to say about the moat DG has the moat actually Companies business model is to open relatively small supermarkets with all the basic staff in low density rural areas There is no Walmart, Target, Costco or Wholefoods in this areas - so they phisically cannot compete with DG Beuaty of this business is that you litterally have no competition - there is to little people and too low income to build sonething like Walmart Main problem of the company is stealing (because of high staff turnover) This problem can be solved by more investment in security and insurance So name DG "just another retailer" is not completly fair Comment from : Роман Моня

Debt has gone up, but share count has been decimated over the last few years I like it after the drawdown Comment from : Joseph Sallis

Dollar general is great cause it’s a symptom of late stage capitalism which is just gonna get worse It’s in my evil but profitable companies basket Comment from : Cooper

Dollar General is busy opening a bunch of grocery stores in the hood; buying them up after SaveALots are going out of business as they are in the hood Comment from : Frank Rizzo

Thank you for the business analysis! I want to ask hear if people prefer Dollar General or Temu Any opinion? Comment from : Kil Bill

Hi Sven, can you cover AMR This stock is on a run Mohnish took a big position Sven you have a good coverage on mining stocks Hope AMR fits your circle of competence to cover Comment from : Zeshan Farooqui

The irony of ironies:br"This is not a value investment and it has no margin of safety" - SvenbrMeanwhile, Seth Klarman, one of the best value investors and the author of margin of safety, starts a position Comment from : Hero Korai

Agreed Comment from : FurrKnight

Not good research , your friend Seth Klarman its already in from $152 , i was in 152 but exit at 159 for good , now of i need to choice TGT looks 10 times better , first dividend its big second i live here dg its for poor in recession your right but rich have more chance to still have money to buy some staff , dg its 1 $ staff they are customers its broke now not sure in recession how broke they will be , but thanks watch next quarter of Klarman its still in dg Comment from : Dimo Dimov

My friend I like your temperament how you speak I laugh/smile the entire video while listening you describing the Financials of the stock Comment from : golden stars

A lot of adv Comment from : HappyEnd

Dogus otomotiv( Doas )monopoly reteiler ! Comment from : Dimitris Markoulis

::oh a dollar general analysis! This may provide some informative insight::brbr"it may rebound, it may not, wait until an activist comes in Maybe you can make money, buy a little, if it goes down, buy more"brbr::oh ok, nevermind:: Comment from : C Rohmer

Silbanye Stillwater SBSW Comment from : George Samaras

Excellent review From time to time I need these sober reminders I just wanted to take a deeper look as Seth Klarman bought it recently, but you saved my time Thank you Sven! Your appearance is always very useful Comment from : Michael

Thank you Sven for all your positive educational tips Can you cover please Nagarro NA9n It is a small cap, very followed in the Spanish-speaking community It is down almost 70 percent so now maybe it has decent price with growth ahead Thank you again!!! Comment from : Diego Villaecija

Hey Sven, can you make a video about CVS, it is down 30 this year, but they generate good fcf Comment from : Gytis Jakubenas

American & UK retail are gonna be permanently plagued with crime & shoplifting brDollar General & Dollar Tree are in the worst locations for such problems brSome US cities, Walmart & Targets are closing altogether Comment from : TheRustyLM

How about some danish stocks (as i am from Denmark) a couple of weeks ago Novo Nordisk was the most valuable stock in europe (although it's pharma) And there are other huge ones such as DSV, and Maersk Comment from : Mikkel Hansen

FNF plz Service corp plz! ZUMZ plz mb! Comment from : Zagreus

The store is clearly having issues I tried to go the other day to be met with a sign that said temporary closed no eta on open Comment from : JB ATL

Thank you so much! Seth Klarman bought this and was interesting to get your perspectivebrI dont think u ever covered the daily journal, the journal technologies part has a lot of deferred revenue and long term contractsbralso Prosus, what the hell is going on lol? stock split+stock dividend+market cap -50 Comment from : Danie Nishanov

Would like to see it at $80 per share, that would make it a pretty good investment Comment from : Decus

Hi Sven, what do you think of legacy automakers like Ford, GM and Volkswagen? PEs are all low, dividends high and considering theyre going to compete with tesla in the next 5-10 years in EVs I dont understand the wide difference in valuation Comment from : Ethan

A couple days ago Wendover productions channel launched a video analyzing this chain of stores Based on that I strongly disagree that they dont have a moat, they sorted out the logistic and a business model to operate in small towns and suburbs where they are literally the only store in miles, far away from other huge retails like walmart or costco In a town of 1000 residents where this is the only convenience store in town nobody in their sane mind would even consider open a second store and compete against it, as you mentioned here retail margins are slim Comment from : Gastyz

what about Target? Reached all time low and looks like a solid opportunity Comment from : gvrg

Theft in these low-end stores is RAMPANT Even the shopping carts are disappearing Comment from : MegaBuyer

Thank you! I had started a small position before the last quarter I am not adding at this point Comment from : shawwak

Why is Seth Klarman buying? Comment from : Friso Alenus

I remember shopping so much at dollar tree, but after the 25 percent price hike, I found myself buying 50 percent less items Not sure if the price hike hurt them, but personally i buy far less, because of the hike Comment from : guy

hey Sven, could you look at RTX? looks oversold due to engine failures from one of its smaller companies Great analysis as always!! Comment from : Matmo L

I opened a position I don't think is a bad business until it is Now it is not Comment from : Claudiu Vlad

Competition is fierce with new comers From personal experience Miniso is a superior dollar store Too late to buy their stock now, jumped from 5 to 30 Comment from : Itsbestbro

Learn from the mistakes of others who have lost money in cryptocurrencies Invest in a tangible and growing business like Cannafarm Ltd! Comment from : Komissar

Forget about all the cryptocurrency hype If you want real profits, consider investing in the booming medical cannabis industry with Cannafarm Ltd! Comment from : Vi Ti

Not all investment platforms offer the level of security that Cannafarm Ltd does Experience their rigorous standards and enjoy peace of mind Comment from : SYG

Here we go again, market analysis in circles Finally, Bitcoin moved, but nothing grows like the plants in Cannafarm Ltd, they can bring profit, thats the real deal Comment from : Z8US

So many smartasses here, I see everyone knows about crypto, but nobody made money on it like I did - thanks to Cannafarm Ltd Comment from : Емануил Октай

More and more companies are integrating cryptocurrency into their operations Its actually interesting because it opens the door to investments I would say its the new financial future I recently started collaborating with Cannafarm Ltd, and it seems Comment from : Dahlan Iskandar

I dont get the point of discussing ICOs or cryptocurrency arbitrage when theres an opportunity to invest in the medical cannabus industry with Cannafarm Ltd! It skyrocketed after the pandemic! Comment from : TRUE TEAM OFFICIAL

In times of uncertainty, investing in stable industries is key Explore the ever-growing medical cannabis market with Cannafarm Ltd! Comment from : abhi graphics

Always value, indeed, to hear a rational opinion, Sven Grazie 👌 Comment from : kzr83

What about ulta beauty? Only around 1400 stores, 95 customers are members, 30 roic, growing market share Comment from : Hyper Active

Sven can you cover LVCWA? Comment from : Noël van de Weijer

Can you please do some research on Future Plc on the UK stock market? Comment from : Firenaut

Low margins, not a big deal Like wba, CVS, TGT, Kroger, exc Comment from : Print On Demand World

Can you do a video about FL foot locker please Comment from : OVI

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