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.
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Gunslinger Weekly 2/27
Wall St Gunslinger
A 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: 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.
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AutoZone Deep Dive
Wall St Gunslinger
Here is my deep dive on 🚗 $AZO, it's been a wonderful business to study, and since I have been born the share price has been a 100x so they must be doing something right. I hope you enjoy getting into the weeds with me. Peace and Love, Michael Disclosure: I am not long $AZO but my parents are and we discuss invesstments with one another. 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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Gunslinger Weekly 2/20
Wall St Gunslinger
Today I try soemthing new, I take the top 5 things I have found valuable this week and bring them to you. This Week's Top 5 is: 1) 2) 3) 4) 5) 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 with an investment professional before making any investing decisions. Thank...
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Ballantyne Thesis and Assumption Analysis
Wall St Gunslinger
I wanted to get my thesis and the assumptions/risk analysis around my BTN investment out into the universe. I hope it provides some clarity as to the thinking behind the move and the risks associated with it. Enjoy. -Michael Some helpful links: Ballantyne Strong Research Report: Twebs GreenFirst Thesis: 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...
info_outlineThis 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: 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.