We’re Turning Japanese

Japan is controlled by powerful families that are hidden from the public. They control banks, insurance companies, and have privileged access to government capital. Rather than seeking formal control, they sell majority stakes to prominent operators, while always secretly holding the reins of power… Porter discusses their investment powers today.

This Company Could Be The Backbone Of AI

Editor’s Note: On Tuesdays 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 Porter follows personally.  Yesterday, we introduced you to our friend Joel Litman, who we recently spent time traveling through Croatia.  As we wrote about that

Sell Alert: Half Position Of Prime Medicine

Shares of the Tech Frontiers July recommendation, Prime Medicine (Nasdaq: PRME), are trading at around $6.37 today, a gain of over 100% from our entry price of $3.07 three months ago. As a result, we recommend selling half your position. Prime is making terrific progress advancing its gene-editing platform and we have many reasons for

Hold Shares Of Fortress Biotech

Last week, Fortress Biotech (Nasdaq: FBIO) issued a press release disclosing that the Food And Drug Administration (“FDA”) had issued a Complete Response Letter (“CRL”) for CUTX-101, Fortress’s new drug to treat Menkes disease. A CRL is the FDA’s way of communicating it has decided against approving a new drug application in its current form. 

The “Debasement Trade” Is Here

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…