Trade Alerts: Buying PayPal And Closing Annaly Puts Early
Today’s Trading Club alert gives our portfolio exposure to a long-term global safe haven and unloads shares of an energy company who faces political uncertainty.
Porter & Co.
The Real Lesson Of Antietam
In the future, historians will date the beginning of America’s Second Civil War to the fall of 2025 – in part because of the shootings of Donald Trump and Charlie Kirk, but also because of the big lie around Social Security.
Sell Alert: aTyr Pharma
Yesterday, aTyr Pharma (Nasdaq: ATYR) reported that its Phase 3 trial of efzofitimod in pulmonary sarcoidosis failed to meet its primary endpoint. The study’s results were doomed by a much higher-than-expected placebo effect, making it impossible for efzofitimod to attain the statistically significant differentiation relative to placebo needed for the trial’s success. Shares of aTyr
Go Small Or Go Home
By investing in forever stocks in the small-cap space you massively outperform the market. Now the million-dollar question is how to find these kinds of companies. As our guest writer today explains: You start by using a stock screener.
No, Porter, That’s Completely Impossible!
Today, Porter compares different ways to build ultra-low volatility portfolios and unveils a new “Lindy” index.
Trading Club Portfolio Update – Week 15
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.
September 2025 Best Buys
Our top Best Buys this month tried direct-to-consumer and sales slumped severely. Today, though, the company is helmed by a new and sensible CEO whose top priority has been getting its product off the internet and back into major retailers, with encouraging results that are reflected in recent earnings.
Investing With A Titan
This month’s recommendation reminds us of our very first recommendation in March 2023, when we wrote about Diversified Healthcare Trust’s 9.75% bonds. We believe that in both cases, investors were looking backward rather than forward, creating an opportunity for high, risk-adjusted returns.