Always Own These Businesses… Always
In today’s Journal, Porter explains the simple reason why this one sector of the market always outperforms the overall market and always will: these companies get all of their capital for free.
Porter’s Journal
Richard Russell’s Wisdom: The Four Laws of Investing
Today, Porter writes about Richard Russell, loved by investors for his market prognostications, but whose most insightful legacy is the surprisingly simple and timeless principles of successful investment that still stand the test of time.
The $1 Billion Presentation at The Porter & Co. Conference
Today Porter shares the details of his favorite presentation from last week’s conference and how readers should be sure not to miss this opportunity for 5x, even 10x gains in this sector.
Highlights From Day 2 of the Annual Porter & Co. Conference
Today, Porter shares some highlights from Day 2 of this year’s Porter & Co. Conference. It was a day filled with insightful, accomplished, and impressive people, leaving the hundreds in attendance smarter and more informed.
Big Ideas Revealed Under the Tent
Porter reveals details from today’s fantastic lineup of analyst presenters during day one of the second annual Porter & Co. Conference that wrapped up earlier this afternoon at his farm in Stevenson, Maryland.
Update On Our Mission: The First Porter & Co. Report Card
Drawing on the inspiration of Charles Merrill, who preached caution to his clients just before the 1929 market crash, Porter releases the first Porter & Co. report card… and previews the Porter & Co. annual conference happening this week.
A Deeper Dive Into Our Portfolio Strategy
In today’s Journal, Porter takes on a seemingly impossible task – improving by 3x the performance of investor Harry Browne’s Permanent Portfolio, without increasing the risk of Browne’s legendarily low-beta approach to investing.
The Permanent Portfolio: How to Make It Vastly Better
While you may not be able to buy up billions in insurance-company float like Warren Buffett does, you can invest directly in well-run property and casualty businesses that are growing their float far larger than the overall market is.
The Casino That Is Rigged for You
While you may not be able to buy up billions in insurance-company float like Warren Buffett does, you can invest directly in well-run property and casualty businesses that are growing their float far larger than the overall market is.
The Real Secret to Successful Investing
From Warren Buffett’s performance with American Express and our own track record of winners, history shows what can happen when you hold on to great businesses through thick and thin.