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

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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.

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: 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.

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 Billionaire 5) Guy Spier Interview on Investing with Tom

I hope you enjoy. 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.

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 Thesis: https://twebs.substack.com/p/gfpv-a-rivetting-opportunity

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.

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: 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.