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 First 100 Days… Of Volatility
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
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.
Wall Street’s Free Lunch
In this issue, we detail one of the most consistent trading strategies for generating 20% to 30% yields, or buying the world’s best businesses at discounted prices. We include a live trading idea that currently offers a 28% annualized return, or the chance to buy one of the world’s best businesses at an 11% discount to its current price.
How America Ends
With a torrent of X posts, President Trump has vowed to crush the financial elite, targeting a shadowy institution that controls America’s money. It’s not the first time a U.S. president has tried this.
The Safest Way To Make A Fortune In Distressed Markets
In the bond market, the key to success is avoiding default. In the stock market, the key to success is even easier: it’s to only sell puts on stocks that you’re genuinely happy to own and at a strike price that reflects an excellent value.
The Kinsale Experiment
In today’s Daily Journal, Porter writes about one particular property and casualty insurance stock that’s one of America’s best new businesses… and best kept secrets. Then he invites readers to join him for a unique experience that could make them very rich.
The Hard Lesson: Buying What No One Else Wants
I’m 100% certain that if you buy these stocks, in ten years’ time, you’ll outperform the S&P 500. And, you’ll make vastly larger profits than you can make owning gold, too.
The Biggest And Best Opportunity Of The Porter & Co. Annual Conference
The markets are closed today in observance of Good Friday, so we won’t be publishing Porter’s Daily Journal as usual. In the meantime, we’re sharing a special message from Porter – originally published in the September 30, 2024 Daily Journal – detailing his favorite investment idea from last fall’s exclusive Porter & Co. annual conference.
Searching For Safe Havens
During inflationary environments, the best businesses to own are those that can grow their earnings without escalating capital investments… In other words, businesses with high capital efficiency. We share three from The Big Secret portfolio that offer the most resilience against the current economic environment.