Buffett’s Biggest Secret
It’s commonly believed that Warren Buffett doesn’t buy tech stocks. But, as Porter writes today, that’s not true. In fact, Buffett’s largest personal investment was once into a start-up tech business.
Porter & Co.
Rising From The Ashes
First a supply-chain bottleneck, then a warehouse fire, sent this hugely popular, non-brick-and-mortar company’s revenue plunging. It has fought its way back and now finds itself on solid ground once again.
Bracing for Volatility As Greed Runs Rampant
While corporate insiders and Wall Street analysts wave the caution flag by selling way more than buying, retail investors have never been more euphoric. We look at how that plays out across The Big Secret portfolio.
When The Highflyers Start Going To Jail, The Party Is Over
What the arrest of my friend, an extravagant, big-spending real estate broker, has to do with the next big financial crisis.
This Drugmaker Could Stop the Modern World’s Deadliest Virus
This week Porter shines the Spotlight on Marc Chaikin, one of the first analysts to really start utilizing financial data to analyze the markets. And to say that what Marc created was revolutionary is an understatement. He reshaped the entire trajectory of stock trading for generations of investors.
Sell Alert: Sell Shares of uniQure (QURE)
This morning, uniQure (Nasdaq: QURE) – which we originally recommended as part of our basket of 10 negative-EV stocks in January with an entry price of $6.62, and recommended again as a standalone pick in October with an entry price of $4.54 – issued a press release announcing that the company has reached an agreement
Dog With Apple… P’nut (the squirrel)… CHILLGUY
The finance-industrial complex is not happy about memecoins. Or more to the point, that 18 year-old kids are minting small, and not-so-small, fortunes by speculating on worthless assets. In today’s Daily Journal, we discuss what this means under a Trump administration.
Becoming the Investor I Am Today
In today’s Daily Journal, Porter explains his evolution as an investor – and why value investing is a dead end, and what’s replaced it for him.
