$DG, $DLTR, $FIVE, $BIG, $OLLI historical comps

My attempt at studying and breaking down why $HD had such negative outlier stock performance during the 2001-2005 US Housing Boom: D.R. HORTON: 45% CAGR NVR: 39% CAGR SHERWIN WILLIAMS: 16% CAGR POOL CORP: 32% CAGR LOWES: 20% CAGR HOME DEPOT: 0% CAGR canuckanalyst.substack.com/p/home-depot-b…

Chase Coleman on managing an investment portfolio

Inflation swindles the equity investor. Buffett and the Sequoia fund owned a basket of ad agency stocks in the 70s during a period of high inflation. They thought capex light businesses are naturally hedged from inflation and still give you equity-like returns

David Einhorn on his $TWTR investment (h/t Clark Square Capital)

Norbert Lou buys Smith & Wesson $SWBI

Chase Coleman on running an investment organization

Favorite businesses underearning?

Einhorn on inflation and his positioning

Let’s check in on DG

MNST $53 Dutch tender looking a little iffy now

Any theories on why energy drink volumes are down?

Duolingo being a $9B business just doesn’t smell right

$TSCO

Merion didn’t get the memo

Mary Dillon 🐐

If analysts had half the commitment of college football message board posters

What’s the $WMT bull case?