Savers Value Village: Cracking the Thrift…

Sep 17, 2023

Post-IPO update on an intriguingly-durable enterprise.

1 Comment

September 23, 2023

Great analysis. This looks like a solid investment for the macro environment we will be in for years. Just went long.

Have you researched UVV?

Expand full comment

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts