Dollarama Inc.
DOL
pitch
long
Mingming Wu, Laurent Liu, K.Y. Yong
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 position in Dollarama has significantly outperformed expectations, with a price increase of 398.1% over 88 months. The thesis regarding growth potential and enhancing shareholder value through strategic initiatives appears to have played out effectively, confirming the investment rationale.
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