Big Secret on Wall Street analyst Ross Hendricks provides an excerpt of Common Stocks and Uncommon Profits and Other Writings, an investing classic by Philip A. Fisher… whose work directly inspired Warren Buffett’s investment strategy.
This monthly update explains why stocks in the Activist Investor portfolio tend not to follow the wild gyrations of market volatility, while also providing a look at most of the recommendations in the portfolio.
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. In last week’s issue (click here if you missed it), we featured George’s latest research into what he believes could be the next major technological leap forward –
This excerpt from The Dictator’s Handbook explains that institutions are bubbling cauldrons of individual agendas that may or may not overlap with that of the institution. The authors pack the book with vivid stories and examples.
This company went from making addictive products that can kill you, to making addictive products that don’t kill you, and it’s generating huge margins doing so. It has all the ingredients of a high-conviction opportunity, when investors can make money with almost 100% certainty.
