NVR: The Dell Computer of Homebuilding
Wall St Gunslinger
This is a name I have watched from afar continue to beat my own expectations time and time again. I have told myself, "It's too expensive" more times than I would like to admit without doing any real digging but after a deeper dive the success is obvious. They have continued to execute a sound strategy that has not only increased net income steadily over time but also dropped the share count. In this episode I go over what makes NVR different from other home builders, why they are able to produce so much cash, and what they do with this cash that has juiced shareholder returns for the past two...
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Keeping Emotions in Check, Frontier Update, and Big Variables for OXY
Wall St Gunslinger
A jam-packed episode and I got three topics on deck for you. 1) Controlling emotions during price declines 2) Talking about Frontier and what is the more important variable for the name, the growth in fiber subscribers or the need for the company to rely on the debt markets to get to their destination. Read the blog post about $FYBR here: 3) Talking through the Occidental thesis. I have held the name for about a year now and I continue to hold my focus on the big variables that I think will be driving the future returns going forward. Read the blog post about $OXY here: I hope...
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Back In The Saddle
Wall St Gunslinger
I am back behind the mic with a bit of an update after vacation. I look back on the past 6 months and talk about why podcasting will have more of a space on the blog in the future, I hope you enjoy it! Cheers, Michael Newsletter: Twitter: Email Me: [email protected] Please be advised, Wall St Gunslinger is not an investment adviser and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and should be managed appropriately. Please do your own research and consult with an investment professional...
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Thoughts on Averaging Down and A Rough Dive on $BOOT
Wall St Gunslinger
In this episode, I go over my thoughts on the idea of averaging down into an idea. Plus at around the 30 min mark, I go into a rough dive on Boot Barn, $BOOT, a western fashion-focused retailer that has seen some serious growth over the past two years. In the end, I don't think I'll be doing a deep dive on this one but will circle back after a few quarters or a year to check on the progress. I am a bit skeptical about their current store's financial levels and wonder if they are sustainable over the long term. John Hempton's Post on Averaging Down: Newsletter: Twitter: Email: Please...
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Pondering Shopify
Wall St Gunslinger
I have had $SHOP in the back of my head for a few years. It started when I launched a T-Shirt business in school and used Shopify to power the store. We shut it down 4 months later but not before making enough profit to pay for a few weekends. What I should have done was take the profits and bought $SHOP when it was $90 a share. Oh wait, I did that too but after reading The Intelligent Investor for the first time I sold it at $150 because there was little quantitative logic to make the valuation rational. After reading some articles about the company and its founder my interest grew even more....
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Let's Talk About Boston Omaha
Wall St Gunslinger
Today I go over Boston Omaha, a small-holding company that I have followed for quite a while. With the release of the latest , , and the drop in the market price I thought now would be a good time to talk about it. I hope you enjoy. Peace and Love, Michael Disclosure, I am an investor in BOC, and the fund I manage also owns shares. Newsletter: Twitter: Email: Please be advised, Wall St Gunslinger is not an investment advisor and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and...
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Ballantyne Update
Wall St Gunslinger
It’s been about 4 months since I published my initial BTN deep dive and about 6 months since I sat down to write about the company. Since the initial article, there has been enough movement to warrant a little bit of an update on the business and how it is progressing. I hope you enjoy it! Peace and Love, Michael Newsletter: Twitter: Email: Please be advised, Wall St Gunslinger is not an investment advisor and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and should be managed...
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Your Day In The Sun
Wall St Gunslinger
A little podcast about Bill Miller's triangle exercise and I read a piece I wrote about Adversity, Opportunities, and managing family money. It's something I don't take lightly and I'm happy to be given the chance to prove myself. I hope you enjoy. Peace and Love, Michael Newsletter: Twitter: Email: Please be advised, Wall St Gunslinger is not an investment advisor and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and should be managed appropriately. Please do your own research and consult...
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Berkshire Weekend Recap
Wall St Gunslinger
Last week I had the pleasure of heading to Omaha for the Berkshire Hathway shareholder's meeting. For most of it I was star strucked but in the end, meeting so many great people inspired me to try my best to have an impact on people like they have had on me. I hope you enjoy it. Peace and Love, Michael Newsletter: Twitter: Email: Please be advised, Wall St Gunslinger is not an investment advisor and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and should be managed appropriately....
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I am The Greater Fool
Wall St Gunslinger
This goes along with my article. Slowly trying to become a wiser investor. One Mistake at a time. I hope you enjoy it. Peace and love, Michael Newsletter: Twitter: Email: Please be advised, Wall St Gunslinger is not an investment advisor and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and should be managed appropriately. Please do your own research and consult with an investment professional before making any investing decisions. Thank you.
info_outlineA crazy week for the world and a crazy week for markets. Here are my top five. I hope you enjoy it. Find the written format of this article at the link below.
Peace and Love,
Michael
Newsletter: https://wallstgunslinger.substack.com
Twitter: https://twitter.com/Wallstgunslingr
Email: [email protected]
Please be advised, Wall St Gunslinger is not an investment advisor and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and should be managed appropriately. Please do your own research and consult with an investment professional before making any investing decisions. Thank you.