PODCAST · business
Wall St Gunslinger
by Michael
Building knowledge to grow wealth through equity investments. All content is for educational and entertainment purposes only and should not be considered investment advice.
Episodes
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NVR: The Dell Computer of Homebuilding
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...
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Keeping Emotions in Check, Frontier Update, and Big Variables for OXY
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...
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Back In The Saddle
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: https://wsgresearch.com Twitter…
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Thoughts on Averaging Down and A Rough Dive on $BOOT
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…
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Pondering Shopify
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…
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Let's Talk About Boston Omaha
Today I go over Boston Omaha, a small-holding company that I have followed for quite a while. With the release of the latest 10K, Annual Letter, 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...
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Ballantyne Update
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...
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Your Day In The Sun
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:...
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Berkshire Weekend Recap
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,...
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I am The Greater Fool
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: https://wallstgunslinger.substack.com Twitter: https://twitter.com/Wallstgunslingr Email: [email protected] Please be advised, Wall…
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Gunslinger Weekly 2/27
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:...
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AutoZone Deep Dive
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…
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Gunslinger Weekly 2/20
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:...
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Ballantyne Thesis and Assumption Analysis
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...
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Ballantyne Strong Deep Dive
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...
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Frequently Asked Questions
How many episodes does Wall St Gunslinger have?
Wall St Gunslinger currently has 15 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Wall St Gunslinger about?
Building knowledge to grow wealth through equity investments. All content is for educational and entertainment purposes only and should not be considered investment advice.
How often does Wall St Gunslinger release new episodes?
Wall St Gunslinger has 15 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Wall St Gunslinger?
You can listen to Wall St Gunslinger on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Wall St Gunslinger?
Wall St Gunslinger is created and hosted by Michael.
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