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When High Convictions Run Against The Herd
This is often how it goes: when investors are laser-focused on a company performing one way, even a small deviation from expectations can trigger panic. But when the underlying analysis suggests that once emotions cooled and the data is reviewed objectively, investor nerves will settle. That’s the story Porter tells today.
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The Freight Market Is Screaming Recession
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…
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Following The Smart Money In Q3
In this issue of Saturday Stock Screen... we share the process of how we sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in our Complete Investor portfolio.
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It’s Here: Social Security Is About To Collapse
Today, Porter lays out the basic math behind Social Security’s coming collapse, and the simple solution for how to fix it.
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The New Kmart
Today, Porter warns that a popular retailer has begun a terminal decline – much like he correctly predicted for Sears and J.C. Penney years ago – that will end in bankruptcy by the end of the decade.
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My One Big Secret
Today, Porter shares the one investing secret that he plans to share with his kids. Here's the best part for you. If a significant portion of your wealth is invested this way, you never have to worry about what the market is going to do.
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Why Most Investors Never Get A 10X Return
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…
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A Big Bet On The Rich
The Emerging Lindy Screen is not for the faint of heart. Finding enduring, forever-compounding businesses is difficult enough on its own. But this week, we’re taking it a step further – identifying the Lindys before they become household names, while they’re still misunderstood, contrarian, or dismissed as failures.
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It’s Not A Bubble
The last great computer revolution (the internet boom) was run by multiple companies that controlled the key enabling technologies: Intel, Cisco, Microsoft, Apple, and Oracle. With the parallel processing revolution, Porter writes, it’s all Nvidia.
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Quality Versus Junk
Warren Buffett’s greatest secret – to be fearful when others are greedy and to be greedy when others are fearful – is largely ignored because, first of all, a frothy market that’s going higher virtually every day looks like the best time to make a lot of money in stocks.