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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: shaun1776 ☬  😊 😞
Number: of 22989 
Subject: Re: A far better DG analysis
Date: 10/03/23 10:43 AM
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No. of Recommendations: 5
I read the linked article and didn't think it was very good trying to make broad economic predictions and apply it to DG. Jim pointed out factual errors and called 'It's an odd article.' So not a good article.

DG's share price has had a precipitous decline, now at about 40% of the high.

The store conditions can be improved with effort if management cares. Staffing and store management doesn't look to be in crisis. Inventory magnitude and turn can be managed. Inflation and interest rates are problems but the rate of change has slowed. We will have to see if they can keep profit margins and debt manageable. A collapse in sales seems unlikely.

I bought at $125 and again at $114. The price now looks in a local minimum. It can always go lower.
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This community has written 22,499 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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