Publications

The Fists Come Out In Bankruptcy Court

Posted onAuthorPorter & Co.

The bankruptcy court’s decision in an ongoing case that Marty Fridson reports on this month may provide some guidance on what to expect if a similar situation arises in distressed bonds in the future. Keeping on top of these developments is an important part of the task of identifying the best opportunities in distressed securities.

When High Convictions Run Against The Herd

Posted onAuthorPorter & Co.

This is often how it goes: when investors are laser-focused on a company performing one way, even a small deviation from expectations can trigger panic. But when the underlying analysis suggests that once emotions cooled and the data is reviewed objectively, investor nerves will settle. That’s the story Porter tells today.

The Freight Market Is Screaming Recession

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…

Following The Smart Money In Q3

Posted onAuthorPorter & 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 our Complete Investor portfolio.

Update: SharpLink Gaming (SBET) and GDS Holdings (GDS)

Posted onAuthorPorter & Co.

This coming January will mark two years since we launched Tech Frontiers and its predecessor, Biotech Frontiers. During that time, we’ve compiled an extraordinary track record: Eight of our recommendations have appreciated over 100% and many others have appreciated at least 50%. In the meantime, in our biotech portfolio, we encountered only two meaningful losers