loader from loading.io

Pondering Shopify

Wall St Gunslinger

Release Date: 06/04/2022

Pondering Shopify show art 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....

info_outline
Let's Talk About Boston Omaha show art 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...

info_outline
Ballantyne Update show art 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...

info_outline
Your Day In The Sun show art 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...

info_outline
Berkshire Weekend Recap show art 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....

info_outline
I am The Greater Fool show art 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_outline
Gunslinger Weekly 2/27 show art 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.

info_outline
AutoZone Deep Dive show art 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...

info_outline
Gunslinger Weekly 2/20 show art 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...

info_outline
Ballantyne Thesis and Assumption Analysis show art 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_outline
 
More Episodes

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. Combine this with a falling stock price and we have a real interest. 

I tell the whole story here and go over why I think it's interesting. I hope you enjoy it. 

Peace and Love,
Michael 

Disclosure: the Family Fund is long SHOP at the time of this recording. 

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.