Porter & Co.

Sell Alert: Albemarle 7.25% Preferred Shares

Posted onAuthorPorter & Co.

In our report Dig Baby Dig, published on September 12, 2024, we recommended purchasing Albemarle’s 7.25% Series A Mandatory Convertible Preferred Stock, then trading at $42.89 per share. Our rationale was that the sharp decline in lithium prices had caused the stock prices of the companies, like Albemarle, that produce it, to fall too far.

Why Most Investors Never Get A 10X Return

Posted onAuthorPorter & 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…

A Big Bet On The Rich

Posted onAuthorPorter & Co.

The Emerging Lindy Screen is not for the faint of heart. Finding enduring, forever-compounding businesses is difficult enough on its own. But this week, we’re taking it a step further – identifying the Lindys before they become household names, while they’re still misunderstood, contrarian, or dismissed as failures.