Spotlight Archives - Porter & Co.

Tether Is Coming. Few Are Ready.

Posted onTuesday, January 6, 2026Tuesday, January 6, 2026AuthorPorter & Co.

Editor’s Note: On Tuesdays, we often turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows. These are analysts Porter has known and followed for years, if not decades, whose ideas and insights have withstood the test

Billion-Barrel Oil Glut At Sea

Posted onTuesday, December 16, 2025Tuesday, December 16, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows. When Porter finds investment ideas of high value from an analyst who isn’t part of the Porter & Co. family, we will

The Wafer-Scale Breakthrough

Posted onTuesday, November 4, 2025Tuesday, November 4, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we often turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows. Each month we focus on an analyst who isn’t part of the Porter & Co. family, whose work Porter thinks you need

This Company Could Be The Backbone Of AI

Posted onTuesday, October 7, 2025Tuesday, October 7, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. Yesterday, we introduced you to our friend Joel Litman, who we recently spent time traveling through Croatia. As we wrote about that

A Serial Buyer Of Specialized Software

Posted onTuesday, September 30, 2025Tuesday, September 30, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. You likely know our guest this week, Pieter Slegers, after his interview with Porter – Decoding The DNA Of The Next 100-Bagger

The World’s Most Uncrowded Trade?

Posted onTuesday, August 26, 2025Tuesday, August 26, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. If you’re new to Porter & Co. and want to find out more about Spotlight or want access to all past issues,

Nothing Stops This Train

Posted onTuesday, August 19, 2025Tuesday, August 19, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. If you’re new to Porter & Co. and want to find out more about Spotlight or want access to all past issues,

A Rebel In The Ranks

Posted onTuesday, August 12, 2025Tuesday, August 12, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. If you’re new to Porter & Co. and want to find out more about Spotlight or want access to all past issues,

10 Stocks For The Next 50 Years

Posted onTuesday, July 22, 2025Tuesday, July 22, 2025AuthorPorter & Co.

On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. If you’re new to Porter & Co. and want to find out more about The Spotlight or want access to all past issues, click

Why We’re Breaking Tradition

Posted onTuesday, July 15, 2025Tuesday, July 15, 2025AuthorPorter & Co.

Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. If you’re new to Porter & Co. and want to find out more about The Spotlight or want access to all past