Guns, Wars, and Drugs – a Portfolio Update
Since launching Porter & Co. Activist Investor, we have made three recommendations. This report provides a quick summary and important updates on all three companies.
Activist Investing
An Under-the-Radar Defense Giant Set to Soar Higher
War is a growth industry in today’s world – in Ukraine, the Middle East, and many other fronts. The company we recommend in this issue is a key player in supplying defense technology including drones, fighter jets, and light tactical vehicles.
Six corporate “spinoff” opportunities to consider now (from Barron’s on April 12)…
Barron’s reached out to Jim Osman, founder of research firm the Edge, which identifies opportunities in special situations, including spinoffs, mergers, management changes, and shareholder activism. Spinoffs, in particular, have been fertile ground in the past. Osman has been tracking them for 20-plus years and found that companies involved in spinoffs beat the market in