Porter’s Journal

This Is The Real Cost Of Inflation

Posted onAuthorPorter & 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…

Finding Value On The Munger Screen

Posted onAuthorPorter & Co.

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 Complete Investor portfolio.

This Only Ends One Way: Hyperinflation And War

Posted onAuthorPorter & Co.

President Trump managed to both raise taxes and grow the deficit at double-digit rates. That’s the worst possible outcome, Porter writes today. The president’s budget harms the economy and doesn’t do anything to reduce the risk of a financial collapse – it makes it more likely!

When High Convictions Run Against The Herd

Posted onAuthorPorter & Co.

This is often how it goes: when investors are laser-focused on a company performing one way, even a small deviation from expectations can trigger panic. But when the underlying analysis suggests that once emotions cooled and the data is reviewed objectively, investor nerves will settle. That’s the story Porter tells today.

The Freight Market Is Screaming Recession

Posted onAuthorPorter & 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…