Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (42) |
Author: dealraker   😊 😞
Number: of 21944 
Subject: Re: OT: Mungofitch - Any observations on DG results_QM
Date: 08/30/24 1:25 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
So we are also super supporters of Chris Bloomstran here and of course he's been continuously loading the boat with DG each notch down. His commentary is the same, that these stand alone no competition store locations are supreme.

I see developments otherwise, that it seems to me the clear focus of management is store density, not remote locals. They are slinging stores up in areas crammed full of competition.

Not saying this won't work, but the model should be clarified further than the management jargon.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to dealraker here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (42) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community