Day Two Of The Porter & Co. Annual Conference
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.
Publications
Trading Club Portfolio Update – Week 17
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.
Opioids, Bankruptcies, And The U.S. Supreme Court
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.
Introducing Porter’s (New And Improved) Permanent Portfolio
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.
Day One Of The Annual Conference
Porter & Co.’s two-day Annual Conference commenced today at Porter’s farm just outside Baltimore. Partner Pass members from around the country… indeed, the world… gathered for a reception and breakfast before Porter & Co. CEO Jared Kelly welcomed attendees this morning. The agenda for day one included more than a dozen presentations, discussions, and speakers.
Trade Alert: Cellebrite DI
In this issue, we’re doing something a little different: a full deep dive into the thesis behind today’s particular trade – because this story goes beyond just the bullish thesis behind the recommendation itself.
The World’s Most Valuable Algorithm
Understanding the gold price – being able to predict it accurately – is one of the oldest and most valuable secrets in the world. Porter reveals it today.
What Buffett Would Buy With $1 Million
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.