Uncategorized Archives - Porter & Co.

The AXIS Turnaround

Posted onFriday, August 1, 2025Friday, August 1, 2025AuthorPorter & Co.

In P&C insurance, our average return has been 66% over the last three years, with an average holding period of about 18 months. That’s more than double the S&P 500’s returns over matching periods. And we had no losing positions.

The U.S. Is In A Debt Trap… These Are The Best Assets To Own

Posted onSunday, June 15, 2025Friday, June 13, 2025AuthorPorter & Co.

Every week, the team at Porter & Co.’s Sunday Investment Chronicles pores over thousands (and thousands) of articles, reports, social media posts, analyses, regulatory filings, and anything else we can get our hands (and eyes) on to understand what’s happening in the world of investing and finance – and to uncover the most original, compelling, and double-head-fake ideas…

The Calm Investor’s Edge

Posted onTuesday, June 10, 2025Tuesday, June 10, 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 who Porter follows.

How Buffett Should Retire

Posted onFriday, May 2, 2025Friday, May 2, 2025AuthorPorter & Co.

Tomorrow, May 3, is the annual Berkshire Hathaway meeting, and Porter reviews Berkshire’s performance and offers a solution for Warren Buffett that would make shareholders very happy.

SIC Master Template

Posted onThursday, April 24, 2025Friday, June 20, 2025AuthorPorter & Co.

WANTED: World-Class Stock Trader

Posted onThursday, March 13, 2025Sunday, March 16, 2025AuthorPorter & Co.

Are you a battle-tested trader with years of experience, deep market insight, and the scars and medals to prove it? Do you thrive on analyzing complex financial opportunities—and have a knack for explaining them in a way anyone can understand? If so, Porter & Co. wants you. Porter & Co. is looking for an exceptional

Porter Reviews Buffett’s 2025 Shareholder Letter… Live

Posted onSaturday, February 22, 2025Friday, July 4, 2025AuthorPorter & Co.

Warren Buffett released his much-anticipated annual letter to Berkshire Hathaway shareholders. Buffett’s shareholder letters are essential reading for anyone who invests in stocks. They’re financial history, investment insight, portfolio review, and homespun wisdom all rolled into one. During this event, Porter will be analyzing the letter and sharing his thoughts. This is a Partner Pass

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