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Broyhill Asset Management's investment thesis on Dollar General ($DG) — Q4 2023 | Buyside Digest

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$DGNYSEDollar General

BULL

Broyhill Asset Management—DG

Fund Letter

Q4 2023

Published December 31, 2023

View Fund Profile

$122.58USD

-8.0% vs last month

$135.76Pitched

-9.7% since pitch

Market Cap$28.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager re-evaluated Dollar General following negative headlines regarding store conditions and a $150 million labor reinvestment plan. They believe rural...

— Christopher R. Pavese

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