Becoming the Investor I Am Today
In today’s Daily Journal, Porter explains his evolution as an investor – and why value investing is a dead end, and what’s replaced it for him.
In today’s Daily Journal, Porter explains his evolution as an investor – and why value investing is a dead end, and what’s replaced it for him.
On the news that Warren Buffett bought shares of Domino’s Pizza, Porter reveals a list of other Big Secret portfolio companies the legendary investor should invest in.
This company went from making addictive products that can kill you, to making addictive products that don’t kill you, and it’s generating huge margins doing so. It has all the ingredients of a high-conviction opportunity, when investors can make money with almost 100% certainty.
In a world of constant change, one thing remains steady: Americans love for chocolate. Today we focus on the ultimate “forever stock.” Backed up by more than a century of brand power, this business will remain as relevant for our children and grandchildren as it was for our parents and grandparents.