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Blondie, The Cabby, And Asymmetric Information
Asymmetric information is something you must avoid falling prey to as an investor. There are laws protecting individual investors, but there are still ways to get caught on the wrong side of a transaction.
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The Fourth Turning Is Now Raging
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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Despite The Market Recovery, Many Bargains Remain
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 The Big Secret On Wall Street portfolio.
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The End Of My Career
Most people believe they must take risks and take on leverage and do all other kinds of financial wizardry because they’re not as smart as Warren Buffett. But that’s all nonsense. All you must do is buy the biggest and best businesses, in the best industries. That’s all. It’s obvious. And it’s easy.
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Risky Can Be Safer Than Risk-Free
Perhaps the greatest of all the financial myths out there is that investing in U.S. Treasuries is a risk-free endeavor… The truth is that a U.S. Treasury security with a 10-year maturity is anything but risk-free.
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Buffett’s Wilting Legacy
Berkshire Hathaway’s structure guaranteed investment success while Warren Buffett’s personal reputation made investing respectable. The combination showed, beyond any doubt, that capitalism was more effective than socialism. But since the Global Financial Crisis, Berkshire’s track record has been abysmal.
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It’s Too Late… The Tariff Damage Is Done
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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The Fridson-Lee Stock Screen
In this issue of Saturday Stock Screen... we use a filter developed by Marty Fridson to sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in our Big Secret On Wall Street or our other portfolios.
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How Buffett Should Retire
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.
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The Only “Free Money” Strategy I Know
Today, Porter explains how he uses the options market to establish major positions in his portfolio, while, at the same time, generating safe cash returns that are vastly more than one can earn in fixed-income securities.