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. You likely know our guest this week, Pieter Slegers, after his interview with Porter – Decoding The DNA Of The Next 100-Bagger
There’s a door that’s wide open – for anyone to walk through it. You don’t have to guess. And you never have to lose money or waste time again. Today, Porter shares a simple way to take all the risk and all of the guesswork out of your investing – forever.
Porter & Co.’s Annual Conference concluded yesterday, with more than a solid lineup of speakers, presentations, and discussions. Today we offer a wrap up of how it all went.
Each Friday, we provide an update on the current live tracking portfolio (as of the previous day’s closing prices), a summary of the last week of trading activity, and updates on any significant developments among the companies we have positions in.
As distressed-debt analysts, we have to keep tabs on the developments with the bankruptcy code. Typically, our most likely case is that the bond issuer will manage to make all the required interest payments and repay the principal at maturity. But not always.
Last year, Ported unveiled an approach to investing where you don’t have to trade in and out of positions, where you don’t have to follow the news, and where you don’t even have to worry about the future. Now, he just made it even better.
