Wall St Gunslinger
Michael KandolinAn Investing Collective: Actionable Ideas, Company Analysis, Introspection, and Constant Curiosity
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 61 | Subscribers | Read | wsgresearch.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Builders FirstSource
After watching the name float around the internet and receiving a nudge from a friend, I decided to take a closer look and see if I could understand why the stock is up over 20x in the last 10 years.
Frontier, Continuing to Turn Copper into Gold
Frontier Communications emerged from bankruptcy in April of 2021 with the goal of turning their copper network into high-speed fiber.
Bob Robotti's Thesis for LSB Industries $LXU
In January, Bob Robotti gave a presentation at Manual of Ideas where he pitched LSB Industries $LXU.
March '24 Pick
After strong execution I am forcing myself to put some skin in the game after passing multiple times.
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Authors
The writers behind this newsletter.
Seeking Durable Investments and Sharing What I Learn
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