Dollarama: Perfect Execution Through Dollarcity

Group 1 - Dollarama is the only retailer in the portfolio, highlighting its dominant position in Canada as a key reason for investment [1] - The company possesses a significant competitive advantage, referred to as a "moat," which is crucial for its long-term success [1] Group 2 - The article emphasizes the importance of knowledge compounding and strategic thinking in investment decisions [1]