1 deck published between 2018-10-31 and 2018-10-31 — 53 pages, 53 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Dollarama trades 50% above peers as a 'dollar store' now selling $4 goods; reversing FX hedges, Dollar Tree's arrival and governance red flags imply ~40% downside to C$24.60.