Publications Archives - Page 8 of 77

Value Investing On Steroids

Posted onThursday, November 13, 2025Thursday, November 13, 2025AuthorPorter & Co.

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

Posted onWednesday, November 12, 2025Wednesday, November 12, 2025AuthorPorter & Co.

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.

Bitcoin’s IPO Moment Has Arrived

Posted onSunday, November 9, 2025Friday, November 7, 2025AuthorPorter & Co.

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…

Bond Ratings Drive This Stock Screen

Posted onSaturday, November 8, 2025Friday, November 7, 2025AuthorPorter & Co.

In this issue of Saturday Stock Screen… we use a filter developed by Marty Fridson to sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in our Complete Investor or our other portfolios.

The Day America Ends

Posted onFriday, November 7, 2025Friday, November 7, 2025AuthorPorter & Co.

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

Posted onFriday, November 7, 2025Friday, November 7, 2025AuthorPorter & Co.

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

Posted onThursday, November 6, 2025Thursday, November 6, 2025AuthorPorter & Co.

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

Posted onThursday, November 6, 2025Thursday, November 6, 2025AuthorPorter & Co.

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.

The Super Gods Of Gas

Posted onWednesday, November 5, 2025Thursday, November 6, 2025AuthorPorter & Co.

While most of the financial world was still talking about “peak oil,” the Gods of Gas knew about massive technological improvements to drilling and fracking and figured, correctly, these innovations would once again make natural gas the world’s most important sources of energy.