tag:blogger.com,1999:blog-9031526429482744032.post8471017186953499047..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Superinvestor's transactions (ce que les meilleurs achètent)Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-9031526429482744032.post-65050971802784426892017-05-23T17:17:08.190-07:002017-05-23T17:17:08.190-07:00About HBI: yeah and they didn't look that much...About HBI: yeah and they didn't look that much excited about Hanesbrand then.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-68215860121236144882017-05-23T15:09:37.029-07:002017-05-23T15:09:37.029-07:00It is funny to see Hanesbrand as a new Giverny pic...It is funny to see Hanesbrand as a new Giverny pick since you asked them at the AGM if it was a stock they were looking at... I share the same level of excitement for FIVE. They remind me of DOL at the beginning because of the fast pay back for each store (around 300k). They don't raise equity for financing too. Another one that is intersting is Ollie's Bargain (OLLI) which is a discounter that is expanding rapidly. The risk of bad execution is there though. The Superinvestors picks are not always the best model for smaller investors like us. They need a lot of liquidity from their stocks, something we don't have to deal with but not to the point of jumping in micro-caps....Fist of Furyhttps://www.blogger.com/profile/07788499714012608037noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-73521258122306334982017-05-22T16:00:47.330-07:002017-05-22T16:00:47.330-07:00In march, I've visited a Five Below store in F...In march, I've visited a Five Below store in Florida and I liked it. Great consumer experience. Much better than dollar stores.<br /><br /> So yeah, I'll follow Five Below.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-23393387114948437772017-05-22T15:46:50.415-07:002017-05-22T15:46:50.415-07:00Keep an eye on Five Below (new position on the Giv...Keep an eye on Five Below (new position on the Giverny portfolio).<br />They are a dollar type store that sells stuff for $5 or less (five /below). They are expanding aggressively. The stock is a bit expensive. There's always a lot of short action around the name...but FIVE stock is up about 40% in the last year. They have a lot of cash, a high roe, no debt and a plan to expand aggressively. Their marketing strategy is focusing more on teenagers and young adults. They are not trying to be all things to all people. Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.com