Porter, Ross and Cactus talk Oil

Porter sits down with his old friend Cactus Schroeder, who’s been neck-deep in the Texas oil scene for around 40 years, and Ross Hendricks, a senior analyst for The Big Secret on Wall Street. Together they talk through the details of a capital efficient land royalty company that’s one of the best-kept secrets in the Lone

Progressive Shares Soar and Buffett Buys Into Ulta…

Shares of America’s largest insurer soared in August after a strong earnings report, Warren Buffett bought into one Big Secret portfolio company, and a beverage company continues to show promise despite months of struggling to increase sales.

Here are the cheapest markets in the world today (from The Idea Farm)…

Quarterly CAPE Ratio Updates Median CAPE Ratio: 1625% cheapest: 1125% most expensive: 26 Average of Foreign Developed: 19Average of Foreign Emerging: 15 We’ve mentioned this note in every update but it bears repeating. We use the MSCI Investable Market Indices (IMI) below, but MSCI also calculates their Standard Indices too. IMI includes more companies and