Letters by company
Dollar General CORP
4 letters discussing DG. Everything written about it on this site is on its ticker page.
- QV Investors Q4 2025 Market Letter QV Investors argues that leadership is rotating away from concentrated U.S. technology toward financials, industrials, commodities and cheaper international equities. The firm identifies railways, Topaz Energy and Dollar General as valuation-supported opportunities, while maintaining a conservative fixed-income allocation amid tight credit spreads. Q4 2025 CNI $77BDG $30BFINGF $8.5B
- Grey Owl Capital Management Q2 2025 Grey Owl Capital Management increased its inflationary tilt, favoring commodities, commodity-oriented equities, inflation-protected fixed income, curve steepeners and high yield as growth moderates and inflation reaccelerates. It bought Dollar General and Dollar Tree during April’s selloff, sold Dollar General in July, and retained Dollar Tree ahead of its Family Dollar spinoff. first half of 2025 DG $30BDLTR $26B
- Broyhill Asset Management The Broyhill Letter 2024.Q3 Broyhill initiated Rentokil Initial, Evolution AB and Nice Ltd, citing consolidation potential, online-gaming legalization, and AI-enabled cloud contact-center software. It exited Danone, PayPal and EPAM Systems over valuation, unclear product growth and changing labor-force risks, while maintaining its theses on Philip Morris and Baxter. Q3 2024 BAX $13BDANOY $48BDG $30B
- Broyhill Asset Management The Broyhill Letter 2023.Q3 Activision Blizzard’s acquisition by Microsoft closed after UK regulators accepted revised remedies that transferred cloud gaming rights to Ubisoft. Dollar General was stress-tested after operational failures, while Netflix and Dollar Tree were sold and the proceeds redeployed into Dollar General. Third Quarter 2023 DG $30BMSFT $4T
