(this should be read as a companion piece to the Dollar General post from a few weeks ago). Like Dollar General and Wal-Mart, Dollar Tree traces its origins to variety stores in the Southeast. In 1963 K.R. Perry, a barber and Ben Franklin variety store franchisee, opened the K&K Five and Ten in Ward’s Corner, […]
Category Archives: [DLTR] Dollar Tree
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scuttleblurb business update (2025)
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
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[ODFL, SAIA, XPO] the LTL carriers are going to be ok
If I were to tell you about a company whose main job is to move [...]
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Continue reading →[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
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Survey results + programming notes
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]
Continue reading →scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
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