Transaction log
Jun 12, 2023 - Bought 25 @ $61.24 (0.98% wtg, coffee can)
Jul 18, 2023 - Bought 15 @ $63.52 (40 shares, 1.59% wtg)
BJ’s Wholesale
Location: Marlborough, Massachusetts
Profile
Industry: Discount stores
Sector: Consumer defensive
Theme: Middle class squeezed
5-Year shareholder growth: +16.9%/year
Estimated fair value: $84
Valuation assumption: 5.5% MFCF yield
Estimated fair value history
Jul-23 - $77 (5.5% MFCF yield)
Oct-23 - $77
Jan-24 - $79
Apr-24 - $79
Jul-24 - $81
Oct-24 - $82
Jan-25 - $82
Apr-25 - $84
History
