Wall St Gunslinger
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I have published a new stock pick every month thus far in 2024.
Nov 29, 2024
•
Michael Kandolin
5
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December '24 Stock Pick
Looking for a runway
Dec 8, 2024
•
Michael Kandolin
1
November '24 Stock Pick
Averaging up after continued execution
Nov 3, 2024
•
Michael Kandolin
1
October '24 Stock Pick
Long runway for capital deployment at attractive rates in a high barrier to entry industry
Oct 6, 2024
•
Michael Kandolin
2
September '24 Stock Pick
A simple business in a not so easy industry averaging >20% ROCE, with no debt, a shrinking share count, and trades for ~10x Pre-Tax. What else do you…
Sep 1, 2024
•
Michael Kandolin
1
August '24 Stock Pick
Repeat after me, the economics of a business matter more than the short term blunders.
Aug 4, 2024
•
Michael Kandolin
3
July Stock Pick '24
Trying to get better at paying up for quality
Jul 14, 2024
•
Michael Kandolin
1
June 2024 Pick
A little update on where I stand with a prior pick and a new name.
Jun 9, 2024
•
Michael Kandolin
3
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Wall St Gunslinger
An Investing Collective: Actionable Ideas, Company Analysis, Introspection, and Constant Curiosity
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