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“Bought the dollar stores near their lows and they ripped, driving a 41.9% year; scant margins but over 20% returns on capital make them mispriced winners.”
Source
Chris BloomstranSource“Subject:”00:00
“Our combined investment in three retailers, Dollar General, Dollar Tree and Five Below, totaled 17.1% of our invested capital heading into 2025 and closed the year totaling 25.9% of our holdings. We added to the Five Below position near the yearly lows.”
Performance
Entry$135.82
Current$118.20
Since call-12.97%
Confidence72%
How this was scored
Entry$135.82Dec 31, 2025 · 12:00 UTC · paste.trade
Resolution$118.17Jul 4, 2026 · 01:56 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 4, 2026 · 01:56 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.