November 2025 Best Buys
Our top three Best Buys this month include one of Porter’s favorite all-time companies, whose shares have fallen recently because of production costs. Plus an energy drink that is poised to soar.
Publications
Value Investing On Steroids
The price of the bond featured this month has fallen sharply during the year – but our team believes the bond represents solid risk-adjusted value at current prices. We think the bond will ultimately be valued materially higher than it is today.
Quality Versus Junk
Warren Buffett’s greatest secret – to be fearful when others are greedy and to be greedy when others are fearful – is largely ignored because, first of all, a frothy market that’s going higher virtually every day looks like the best time to make a lot of money in stocks.
Will It Be Fire Or Ice?
Since the early 1970s, three major bull markets have ended in “fire” – an overheating economy. And three were caused by “ice” – a sudden deflationary collapse. Porter ponders what will happen with the current bull market.
The Day America Ends
About 15 years ago, Porter wrote The End of America
– a 77-minute documentary that explained how America, the world’s most successful and prosperous country, was destroying itself. The final trigger, he says, will be the collapse of Social Security in 2029.
The AI Boom Unravels: Trading Club Update – Week 23
In response to reader feedback, we are changing the format of our weekly updates to start with a brief executive summary of the portfolio and the key message, followed by the portfolio table and details at the end.
Volatility Rocks All Boats
In this latest update, we provide updates on five stocks – across different sectors of the market – where investors are focusing too much on the short term. All are below their “buy up to” prices.
China’s AI Landlord
China’s artificial intelligence sector is not in a market bubble. In fact, the company Erez Kalir recommends this month trades at a significantly lower valuation than its U.S. peers and is poised to soar going forward.