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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.
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Will It Be Fire Or Ice?
Since the early 1970s, three major bull markets have ended in “fire” – an overheating economy. And three were caused by “ice” – a sudden deflationary collapse. Porter ponders what will happen with the current bull market.
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Bitcoin’s IPO Moment Has Arrived
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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Bond Ratings Drive This 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 Complete Investor or our other portfolios.
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The Day America Ends
About 15 years ago, Porter wrote The End of America – a 77-minute documentary that explained how America, the world’s most successful and prosperous country, was destroying itself. The final trigger, he says, will be the collapse of Social Security in 2029.
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The Super Gods Of Gas
While most of the financial world was still talking about “peak oil,” the Gods of Gas knew about massive technological improvements to drilling and fracking and figured, correctly, these innovations would once again make natural gas the world’s most important sources of energy.
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Pick A Bond… Any Bond
Today, Distressed Investing editor Marty Fridson writes that when a sell-off in distressed debt begins, and sellers vastly outnumber buyers, outstanding opportunities will exist even in bonds that face no serious risk of failing. It can be a ripe time for juicy returns.
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A Global Race For Gold Is On
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…