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Compounding Quality
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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.
Old Friends Share New Ideas
Porter sits down and discusses the future of the biotech industry in this in-depth conversation with his long-time friend and former professor, biotech expert Dave Lashmet.
Porter Uncensored: The Grant Williams Interview
Earlier this year, Grant Williams visited my farm in Maryland. For close to three hours, Grant interviewed me on a wide array of topics. Grant is one of the most intelligent, engaging, and original people I’ve ever come across in the world of finance. He’s an advisor to Matterhorn Asset Management in Switzerland, and a
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
Chris Mayer: Exclusive Conversation and Book Download
In this exclusive video, Porter sits down for a discussion with Chris Mayer, Portfolio Manager of the Woodlock House Family Capital fund and best-selling author of 100 Baggers: Stocks That Return 100-to-1 And How To Find Them. To download a full copy of Chris’s book, click here.