“Dollar General's 30% earnings shortfall is mostly temporary pandemic hangover, and the more the stock fell the more shares got scooped up, now a 10% position.”
“The proceeds financed a growing position in Dollar General, our rural retailer that we trimmed in 2020 and more recently materially added to, as the stock declined lower and lower, growing in our opinion cheaper and cheaper.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.