Dollarama Inc.
Thesis
The team recommended a long position in Dollarama with friendly activism, believing that the company has significant growth potential and can enhance shareholder value through strategic initiatives.
Did it work?
worked
confidence: high
The long thesis in Dollarama decisively played out: the stock returned +329.8% over 89 months (~7.4 years), far exceeding the stated horizon and implying roughly 21% annualized appreciation. This confirms the thesis that the company had significant growth potential and could enhance shareholder value. The magnitude and duration of the gain leave little ambiguity that the pitch worked.