Framework Journal · one stock, one dated entry

Recorded 2026-07-19 · Permanent

Amcon Distributing Company DIT

Clears the common standard

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

In plain words · AMCON Distributing Company, together with its subsidiaries, engages in the wholesale distribution of consumer products in the Central, Rocky Mountain, and Mid-South regions of the United States.

The label
Distribution

read at $68.00

Amcon Distributing Company holds its Distribution at $68.00.

PHINPOOPSC
  • PHPhase · the trend structure carries the Distribution label
  • INInsiders · no filings inside 60 days, left as found
  • POPositioning · no disclosures inside 60 days, left as found
  • OPOptions · no verdict drawn today, left as found
  • SCScreen · passes the values gate
  • edge confirmed
  • edge broken
  • edge forming

Each arm is one independent read. Conviction is not a single call, it is how many edges converge.

The investor read · the season, not the day

As held on the ledger · 2026-07-19
PhaseDistribution · caution
Quantitative stateThe statistical read favours the buyers, held for 1 days
Price$68.00
Valuation141.67 trailing · N/A forward price to earnings
Values screenPASS · score 70.0
Beta-0.21

The business, in plain words · what the numbers mean

The fundamentals · plain-English read
Trailing P/E141.7x
expensive — the price assumes strong growth ahead
Revenue growth17.1%
steady growth
Profit margin0.0%
barely profitable
Return on equity0.4%
a modest return on shareholder capital
Debt to equity1.60
a meaningful debt load worth watching
Current ratio2.17
comfortably covers its short-term bills
Beta-0.21
barely tracks the market's swings
Market cap$66M
Employees1,341

The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market; it carries a real debt load, which raises the stakes if revenue slips.

Plain-English interpretation of our own screen data. Analysis, not advice.

Related securities · others in DIT's space worth a look

Screened names in the same industry · explore each on its own page.

The trader read · the latest dated commentary

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 15.3% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 3% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 16%. Our forward projection puts the odds of a 10% gain over the next month near 24%. Entered 2026-07-26 · Markdown

The dated journal · newest first, never edited

2026-07-26 Markdown $68.00 -15.3% Entry 4

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 15.3% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 3% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 16%. Our forward projection puts the odds of a 10% gain over the next month near 24%.

2026-07-18 Markdown $80.26 +0.0% Entry 3

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 3% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 16%. Our forward projection puts the odds of a 10% gain over the next month near 24%.

2026-07-03 Markdown $80.26 +0.0% Entry 2

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.

2026-07-02 Markdown $80.26 Entry 1

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The political ledger · congressional disclosures

Disclosures naming DIT
DatePoliticianPartyTypeAmount
1 May2026 Ro Khanna Democrat buy 1K–15K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $89.36 -13.3% $0.12 $869 -13.1%
2 months $88.13 -12.1% $0.12 $881 -11.9%
3 months $74.47 +4.1% $0.12 $1,042 +4.2%
6 months $76.90 +0.8% $0.43 $1,013 +1.3%
1 year $66.75 +16.1% $0.67 $1,171 +17.1%
2 years $90.84 -14.7% $1.33 $868 -13.2%
3 years $132.15 -41.4% $2.00 $602 -39.8%
5 years $85.20 -9.0% $9.63 $1,023 +2.3%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever DIT does next, these words stay.

Amcon Distributing Company · DIT · Distribution · $68.00
Recorded 2026-07-19 · before the outcome · scored mechanically

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