aplanas@porterandcompanyresearch.com, Author at Porter & Co.

Their Loss, Our Opportunity

Posted onTuesday, January 13, 2026Tuesday, January 13, 2026Author[email protected]

Editor’s Note: On Tuesdays, we often 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. These are analysts Porter has known and followed for years, if not decades, whose ideas and insights have withstood the test

Trade Alert: Selling PayPal And Buying The Permian Basin

Posted onTuesday, January 13, 2026Tuesday, January 13, 2026Author[email protected]

In today’s Trading Club update, we’re providing two new recommendations to take advantage of the growing turmoil in the energy market.

A 50-Year House Of Cards

Posted onMonday, January 12, 2026Monday, January 12, 2026Author[email protected]

The U.S. is spiraling into hyperinflation – the stuff straight out of a Zimbabwe playbook. And, just because the U.S. is the wealthiest country in the world, everyone believes that we will get away with it. But we won’t… Ask anyone who has lived in Argentina for the last 70 years.

Are We In An AI Bubble?

Posted onFriday, January 9, 2026Friday, January 9, 2026Author[email protected]

In every great technological cycle, the enduring fortunes were made not by those who recognized the breakthrough, but by those who had the patience to own it at the right price. Amid the euphoria of the AI boom, it’s also what will separate those who keep their gains from those who merely rent them. Leading tech investor Erez Kalir provides insights.