Porter's Journal Archives

The Unbearable Burden Of Tariffs

Posted onMonday, October 20, 2025Monday, October 20, 2025AuthorPorter & Co.

The real damage that tariffs cause is not just the destabilization of stock markets. It is the real burden it will place on businesses and ultimately consumers.

The Trump Tariff Playbook

Posted onSunday, October 19, 2025Friday, October 17, 2025AuthorPorter & Co.

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…

Finding Value On The Munger Screen

Posted onSaturday, October 18, 2025Monday, October 20, 2025AuthorPorter & Co.

In this issue of Saturday Stock Screen… we share the process of how we sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in The Big Secret On Wall Street portfolio.

War, What Is It Good For?

Posted onFriday, October 17, 2025Friday, October 17, 2025AuthorPorter & Co.

As the impact of higher inflation, slow economic growth, and a collapse in GDP becomes apparent, a scapegoat will be found. Porter tells the story of Jenkin’s ear. When the elites’ financial dominance is threatened, they find an ear. And they cut it off.

Blockchain Blue Chips

Posted onWednesday, October 15, 2025Wednesday, October 15, 2025AuthorPorter & Co.

Tech Frontiers editor Erez Kalir makes the case for owning Ethereum and for having your own portfolio of Blockchain Blue Chips. For investors building a Forever Portfolio, Ethereum isn’t an optional speculation but instead a core “must own.”

The Nobel Prize Honors Innovation

Posted onMonday, October 13, 2025Monday, October 13, 2025AuthorPorter & Co.

Today, the Nobel prize was awarded to three economists for their decades of contributions to understanding how technological progress has transformed societies over the past two centuries, lifting billions out of poverty, improving health, and raising the overall standard of living.

The Ingredients Are In Place For A “Blow Off” Top

Posted onSunday, October 12, 2025Sunday, October 12, 2025AuthorPorter & Co.

The Emerging Lindy Screen

Posted onSaturday, October 11, 2025Monday, October 20, 2025AuthorPorter & Co.

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.

There Is Value Everywhere

Posted onFriday, October 10, 2025Friday, October 10, 2025AuthorPorter & Co.

Most people don’t believe it is possible to find $1 opportunities that only cost 20 cents… But over the last few weeks, Porter has shown how investors can make enormous, life-changing profits in stocks that are sure things.

We’re Turning Japanese

Posted onWednesday, October 8, 2025Wednesday, October 8, 2025AuthorPorter & Co.

Japan is controlled by powerful families that are hidden from the public. They control banks, insurance companies, and have privileged access to government capital. Rather than seeking formal control, they sell majority stakes to prominent operators, while always secretly holding the reins of power… Porter discusses their investment powers today.