Porter & Co., Author at Porter & Co.

Buffett’s Coming For Gold Stocks

Posted onTuesday, May 13, 2025Tuesday, May 13, 2025AuthorPorter & Co.

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 who Porter follows.

Trump’s Secret Stocks

Posted onTuesday, May 13, 2025Tuesday, May 13, 2025AuthorPorter & Co.

Blondie, The Cabby, And Asymmetric Information

Posted onMonday, May 12, 2025Monday, May 12, 2025AuthorPorter & Co.

Asymmetric information is something you must avoid falling prey to as an investor. There are laws protecting individual investors, but there are still ways to get caught on the wrong side of a transaction.

The Fourth Turning Is Now Raging

Posted onSunday, May 11, 2025Friday, May 9, 2025AuthorPorter & Co.

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…

Despite The Market Recovery, Many Bargains Remain

Posted onSaturday, May 10, 2025Friday, May 9, 2025AuthorPorter & Co.

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.

The End Of My Career

Posted onFriday, May 9, 2025Tuesday, May 13, 2025AuthorPorter & Co.

Most people believe they must take risks and take on leverage and do all other kinds of financial wizardry because they’re not as smart as Warren Buffett. But that’s all nonsense. All you must do is buy the biggest and best businesses, in the best industries. That’s all. It’s obvious. And it’s easy.

Sell Alert: Iovance Biotherapeutics (Nasdaq: IOVA)

Posted onFriday, May 9, 2025Friday, May 9, 2025AuthorPorter & Co.

Dear Biotech Frontiers subscribers, One of the most important qualities that separates professional investors from amateurs is the capacity to face reality when it becomes clear an investment thesis has broken down. As I’ve said before, hope is not a strategy. Unfortunately, that moment has come regarding our Biotech Frontiers investment in Iovance Biotherapeutics (Nasdaq:

Sell Alert: Hughes Satellite 5.25% 8/1/2026 Bond

Posted onFriday, May 9, 2025Friday, May 9, 2025AuthorPorter & Co.

EchoStar (Nasdaq: SATS) reported its results for the quarter ended March 31. The news pushed up our Hughes Satellite bonds to a price where we recommended selling. Operating profit for the Hughes Satellite business – the business that issued the 5.25% secured bonds maturing August 1, 2026, in the Distressed Investing portfolio – rose 8.1%

Cracking The Code

Posted onThursday, May 8, 2025Wednesday, May 14, 2025AuthorPorter & Co.

In the heart of America’s Corn Belt, the company whose bond we recommend in this issue has quietly transformed itself from a traditional ethanol producer into a biotech innovator – unlocking more from every kernel of corn than anyone thought possible.

Our Negative-EV Basket, Part II

Posted onThursday, May 8, 2025Thursday, May 8, 2025AuthorPorter & Co.

Unlike in the first negative-EV biotech basket, editor Erez Kalir doesn’t anticipate having a Big Picture catalyst that causes our recommendations to rise in price. This time, the catalyst will come from the biotech sector itself: The advances emerging are as transformative as any in the history of biotech