Editor’s Note: This month our Spotlight has been on the brilliant Tom Dyson and his equally-brilliant partners at Bonner Private Research, Dan Denning and Bill Bonner. In their first Spotlight, Tom recommended the beaten-down Israeli cargo firm, ZIM Integrated Shipping, writing: “Much can go wrong with this idea between now and the rest of the year, especially if the Red Sea opens
Editor’s Note: Last week in The Spotlight, we introduced you to Tom Dyson. Today, we’re thrilled to bring you more exclusive research from Tom and his team at Bonner Private Research. I (Porter) have known Tom Dyson for more than 20 years. He’s a fantastic analyst with a unique view of the financial markets that I believe
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. (If you missed our announcement explaining this new membership benefit, The Porter & Co. Spotlight, you can read it here.) Each month we’ll focus on an analyst
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. This month’s spotlight has been focused on the legendary George Gilder, one of Porter’s earliest influences and mentors, and we end this series with a
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. Last week we introduced you to Part I of George Gilder’s New American Century thesis (click here to re-read) and why he believes we’re about to enter a new era
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