Feb 27, 2022
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: https://wallstgunslinger.substack.com
Twitter: https://twitter.com/Wallstgunslingr
Email: Wallstgunslinger@gmail.com
Please...
Feb 25, 2022
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...
Feb 20, 2022
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) The
Market Hive Episode with Dan McMurtie
2) Buisness
Brew with Chris Cerrone
3)
The Capital Cities Chapter from The Deals of Warren
Buffett by Glen Arnold
4) Ichan: The
Restless...
Feb 9, 2022
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: Ballantyne Strong
Twebs GreenFirst...
Feb 4, 2022
For the inaugural episode of Wall St Gunslinger, I do a deep dive on Ballantyne Strong a small holding company run by an activist investor compromised of 1 operational asset and 3 investments. I hope this discussion lets you see what is under the hood of BTN and its affiliates. Enjoy it.
-Michael
Newsletter: