What’s Next For Burford Capital

The market has so far assigned low odds of this litigation company collecting on a $16 billion judgment, but as we’ll explain today, the odds are stacking up in the company’s favor toward forcing a settlement agreement. The punchline: we believe the company could be on the cusp of a multi-billion-dollar windfall that could send its shares higher by 100% or more.

Revealing Our Top Asymmetric Stock Opportunity

The company we report on today has achieved an incredible 105% average return on invested capital (ROIC) since inception. Even more impressive, the company has had only one losing year over this period – in 2011, when it generated a modest loss of -2% ROIC. It might be one of the most asymmetrical opportunities we have seen in years.

The Trump Administration’s Fiscal Strategy Is Becoming Clear

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…

How To Never Lose Money With Your Investments

You can avoid losing money by only buying these “inevitable” businesses that are virtually certain to continue growing for decades. And, if you’re willing to do so, just like Warren Buffett with insurance float, you can safely use other people’s money to create life-changing wealth.

The “Economic Mirage” Could Be Ending

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…

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.