Guns, Wars, and Drugs – a Portfolio Update
Since launching Porter & Co. Activist Investor, we have made three recommendations. This report provides a quick summary and important updates on all three companies.
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Since launching Porter & Co. Activist Investor, we have made three recommendations. This report provides a quick summary and important updates on all three companies.
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War is a growth industry in today’s world – in Ukraine, the Middle East, and many other fronts. The company we recommend in this issue is a key player in supplying defense technology including drones, fighter jets, and light tactical vehicles.
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We launched this research service on September 25 with two stocks: pharmaceutical servicing company Catalent (NYSE: CTLT) and outdoor-sports retailer Sportsman’s Warehouse Holdings (Nasdaq: SPWH).
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