The Big Secret on Wall Street

The Big Secret on Wall Street, our flagship publication, focuses on capital efficient stocks – finding world-class businesses that prioritize returning significant cash to shareholders. In our view, this is the simplest and surest road to permanent wealth.

We are opportunistic in the types of capital efficient businesses that we seek. Some are long-term investments that we recommend buying and holding forever. Others may be shorter-term plays in massive long-term trends like energy and commodities or tech stocks. We find ideas across all sectors of the market, and we are always on the lookout for a chance to buy great companies at discounted prices.

Issues & Updates


  • How To Value Bitcoin
    Porter explains today that Bitcoin’s price and its intrinsic value are understandable (and predictable) using standard economic metrics. And even if you’ve never understood the first thing about the internet or Bitcoin, you can easily understand (and predict) its price.
  • “They Will Print More Money”
    Every week, the team at Porter & Co.’s Sunday Investment Chronicles pores over thousands (and thousands) of articles, reports, social media posts, analyses, regulatory filings, and anything else we can get our hands (and eyes) on to understand what’s happening in the world of investing and finance – and to uncover the most original, compelling, and double-head-fake ideas…
  • Using Bond Ratings To Pick Stocks
    In this issue of Saturday Stock Screen... we share the process of how we sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in The Big Secret On Wall Street portfolio.
  • Too Much Of A Good Thing
    Private credit growing too big too fast is coinciding with the product becoming increasingly available to ordinary investors through exchange traded funds (“ETF”). The story is instructive to both debt and equity investors.


Special Reports

America’s Last Election