Pulak Prasad has soundly beat the majority of the investing competition since 2007, generating 19.1% returns annually. His high-quality portfolio is full of multi-baggers. Here is a short list of a few of his multi-baggers over the years. Now, the framework: 1.  Avoid big risks. 2.  Buy high-quality at a fair price. 3.
At times, it can feel like everything that Warren Buffett has ever said or written has already been picked apart and examined from every conceivable angle. Buffett’s annual letters – nearly 70 years’ worth – remain must-reads for investors of all skill levels, while his old interviews and Q&A sessions rack up mind-boggling engagement numbers
In 1949, Charlie Munger was 25 years old. He was hired at the law firm of Wright & Garrett for $3,300 per year, or $29,851 in inflation-adjusted dollars as of 2010. He had $1,500 in savings, equal to $13,570 now. A few years later, in 1953, Charlie was 29 years old when he and his
Simple advice on risk management: “But really, it’s knowing you can have a very bad day. Do not live your life in such a fashion that a bad day can kill you.”
Charlie Munger’s wisdom will continue to spread forever. He is a big inspiration and role model for many investors. Here are 12 insights from Charlie himself: 1. Understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things. 2. In my whole adult
This holiday weekend, we’re honoring one of the all-time investing greats by re-publishing a slightly condensed version of a speech Charlie Munger gave at the University of Southern California Marshall School of Business in 1994 – along with commentary from our own expert team.
Today we present Porter & Co.’s official “naughty list” – 10 heavily-indebted, money-losing companies that will suffer no matter what happens in the year ahead.
There haven’t been many defaults in corporate bonds recently. But in the hard-landing scenario playing out for next year, there will be many more distressed bonds to choose from than there are now.
Since launching Porter & Co. Activist Investor, we have made three recommendations. This report provides a quick summary and important updates on all three companies.
