Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Purchased in March 2025 at just 14x earnings after a ~70% decline. Shares have since...
— Clement Chiang
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Dollar General Corporation
More institutional theses from QV Investors
The Canadian small cap team has been adding to some of the strategy's existing positions including Cargojet Inc., with shares that have incrementally cheapened as its international transport services
Proceeds were reinvested in areas that offer better value, such as the shares of Intact Financial.