Some More Thoughts on Dollar General
After Dollar General’s (DG) disastrous earnings couple of weeks ago, I was quite concerned about their prospects in the near-term.
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Lululemon 2Q'24 Update
It is far from common for a stock to be up 4% after missing the revenue guide for the quarter and slashing the full-year revenue guide for the...
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Dollar General 2Q'24 Update
While I wasn't initially excited about owning a piece of the company despite the stock being down 40% from peak then, I changed my mind when the...
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Alphabet 2Q'24 Update
Yesterday’s Google’s earnings may have been bit of “meh” at first glance, but there were nuggets in the call that may have important implications...
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IQVIA Deep Dive
Back in 2016, IMS Health and Quintiles went through a merger of equals to form “QuintilesIMS” which was later renamed to be “IQVIA” in 2017.
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