In today’s Daily Journal, Porter writes about one particular property and casualty insurance stock that’s one of America’s best new businesses… and best kept secrets. Then he invites readers to join him for a unique experience that could make them very rich.
I’m 100% certain that if you buy these stocks, in ten years’ time, you’ll outperform the S&P 500. And, you’ll make vastly larger profits than you can make owning gold, too.
The markets are closed today in observance of Good Friday, so we won’t be publishing Porter’s Daily Journal as usual. In the meantime, we’re sharing a special message from Porter – originally published in the September 30, 2024 Daily Journal – detailing his favorite investment idea from last fall’s exclusive Porter & Co. annual conference.
Porter, Erez Kalir, and Marty Fridson recently sat down together for a full briefing about the Trump Administration’s plans and vision for the economy, the impact of tariffs and trade war, and make our predictions about what the Fed may (or may not) do with interest rates as these events unfold.
During inflationary environments, the best businesses to own are those that can grow their earnings without escalating capital investments… In other words, businesses with high capital efficiency. We share three from The Big Secret portfolio that offer the most resilience against the current economic environment.
