Transaction log
Jun 1, 2021 - Bought 20 @ $98.21 (1.27% wtg, coffee can)
Sep 28, 2021 - Bought 10 @ $86.28 (30 shares, 1.95% wtg)
Jul 18, 2023 - Sold 15 @ $149.85 (15 shares, 1.43% wtg)
Mar 26, 2025 - Bought 15 @ $67.65 (30 shares, 1.00% wtg)
Dollar Tree
Location: Chesapeake, Virginia
Profile
Industry: Discount stores
Sector: Consumer defensive
Theme: Middle class squeezed
5-Year shareholder growth: +0.9%/year
Estimated fair value: $109
Valuation assumption: 6.5% MFCF yield
Operating income/gross profit: 22.6%
Insider ownership: 7.0%
Investors: Meryl Witmer (Eagle Capital Partners)
Estimated fair value history
Jan-25 - $117 (6.5% MFCF yield)
Apr-25 - $121
Jul-25 - $128
Oct-25 - $103
Jan-26 - $109
History
