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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…
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 The Big Secret On Wall Street portfolio.
Despite the rally in biotech we’ve seen this year, the opportunity today is now even better than it was when Erez Kalir launched his biotech newsletter in January of 2024. Remember, Porter writes today, It only takes one biotech bull market to make you rich.
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.
In looking at the distressed-bond market today, Marty Fridson suggests: Fasten your seatbelts. It’s going to get very bumpy. But investors who remain rational will profit extravagantly from the foreseeable disconnect between value and price in the lower-quality end of the corporate bond market.
There are good AI stocks and there are not-so-good AI stocks: some are overvalued and some are growing revenue and earnings while creating lasting innovations. It is a stock market where both things can be true.
If you want to succeed in investing – or in any field where competition is fierce – take a page from this investor’s book… and play the game differently than everyone else. Erez Kalir explains how.
The real damage that tariffs cause is not just the destabilization of stock markets. It is the real burden it will place on businesses and ultimately consumers.