Better Than Buffett
Better Than BuffettDownload
May 2024
Sell Alert: Sell Office Properties Income Trust 2.40% Bonds
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
THE GUIDE TO DISTRESSED INVESTING
THE GUIDE TO DISTRESSED INVESTINGDownload
Starbucks’ Slow Demise
Despite a strong performance over the last few decades, the stock of this company is trading well below its 2021 high – and last month dropped 16% after reporting one of the company’s worst quarters ever. Is this the end of a great coffee brand?
A Stock-Bond Combo Buy
In this issue, we recommend the stock and bond of a company that has moved itself from a financially precarious position to a secure one… but the market doesn’t yet appreciate this new reality.
10 Companies You Should Have Sold Yesterday
10 COMPANIES YOU SHOULD HAVE SOLD YESTERDAYDownload
Don’t Let Stagflation Get You Down
This issue is devoted to an expanded portfolio review – looking at five of our holdings that are finding ways to win in the current stagflationary environment in the U.S. economy.
A Pile of Cash and Three Paths to Success
The biotech company we recommend in this issue has a solid balance sheet and features more potential catalysts to success than many other biotech opportunities. These characteristics make it particularly well-suited to the investing environment we find ourselves in today.
Porter Uncensored: The Grant Williams Interview
Earlier this year, Grant Williams visited my farm in Maryland. For close to three hours, Grant interviewed me on a wide array of topics. Grant is one of the most intelligent, engaging, and original people I’ve ever come across in the world of finance. He’s an advisor to Matterhorn Asset Management in Switzerland, and a