Editor’s Note: This month our Spotlight is focused on George Gilder, the man Porter calls “the prophet” and says was instrumental in shaping much of his economic thinking and analysis. In last week’s issue (click here if you missed it), we featured George’s latest research into what he believes could be the next major technological leap forward –
Editor’s Note: On Mondays 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. (If you missed our announcement explaining your newest membership benefit, The Porter & Co. Spotlight, you can read it here.) Each month we’ll focus on an analyst who isn’t
People thought I was crazy in 2008 when I predicted the collapse of Fannie Mae, Freddie Mac, and General Motors. People thought I was crazy in late 2008 when I said the biggest mall owner in America and one of the biggest newspapers would go bust. People thought I was crazy when I said we’d
Editor’s Note: This month our Spotlight is focused on Dave Lashmet, the man Porter calls “the best technology investor of the last 25 years.” In last week’s issue (click here if you missed it), we explored the next phase of the GLP-1 weight- loss revolution and showed you how to profit from one of the most important drug
Editor’s Note: Today marks the inaugural issue of our newest membership benefit, The Porter & Co. Spotlight. If you missed our announcement explaining the Spotlight, you can read it here. On Mondays we’ll turn the spotlight outside of Porter & Co. We’ll bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows. Each
Dear Friends, It feels like just yesterday, I (Porter) sat down with a few close friends, and the idea for Porter & Co. emerged. I wanted to create the small, boutique publishing firm that I’d always dreamed of but that dream came with a loudly ticking clock. “If this company isn’t profitable within six months,”