August 2024
The Revolution’s Frail Foundation
This real-life thriller takes readers to the intersection of business, global politics, and technology to explore the risks involved in the production of microchips, which power the world’s computer-processing needs.
Investing in the Climax of the Silicon Era
Editor’s Note: On Mondays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows. This month’s spotlight has been focused on the legendary George Gilder, one of Porter’s earliest influences and mentors, and we end this series with a
Two Companies, Two Blowout Reports
With a 64% probability of the Fed cutting interest rates in September, the macro economic environment is clearly shifting in the right direction for biotech, but even before that has happened, these two companies released blowout earnings reports.
Our Rendezvous With Destiny
This week, we share the first chapter of The Fourth Turning Is Here, Neil Howe’s followup to his 1997 cult favorite The Fourth Turning, which predicted that a period of political and economic upheaval would rattle the U.S. midway through the first decade of the 2000s – the Great Financial Crisis of 2008.
Breaking Out of the Pack
Within the junk heap of distressed debt are bonds of companies that turn themselves around and get out of distress. Those bonds re-enter the non-distressed ranks, rewarding holders with big price gains on top of the super-high yields earned along the way.
Open Forum With Tom Carroll and Kim Iskyan
We are excited to share with you this latest Porter & Co. Open Forum – a regular feature through which analysts talk about their portfolios, key drivers of the economy, and top ideas, and address subscribers’ queries… Today, we bring you a discussion between Activist Investor editor Tom Carroll and publisher and CEO Kim Iskyan.
The New American Century — Part II
Editor’s Note: This month our Spotlight is focused on George Gilder, the man Porter calls “the prophet” and says was instrumental in shaping much of his economic thinking and analysis. Last week we introduced you to Part I of George Gilder’s New American Century thesis (click here to re-read) and why he believes we’re about to enter a new era
Double Down or Sell
The share prices of the four businesses we review in this issue got whacked by the overall slowdown in the economy – but except for one that we recommend selling, the long-term outlook for them remains bullish.