Free Cash Flow

Dollar General shares drop 26%, marking the steepest intraday decline in its history. The CEO says core customers are "financially constrained"

I think the macro over the next 5-10 years will result in a stark bifurcation between the companies that serve inflation proof customers and those that are reliant upon normal prices

Said another way, all else being equal — the key variable for evaluating companies will be the price sensitivity of their customers

Really wise thought here… hmmm 

“We have a name for people who use fiat, we call them poor.” - Michael Saylor