The Master of Distress
In this week’s issue, we provide a peek behind the curtain of Porter & Co.’s Distressed Investing advisory, detailing a deeply discounted debt opportunity in a sector that has been left for dead in the post-COVID world.
portfolio management
The Big Long
This company is a leading manufacturer of electrical components used in construction and manufacturing – and stands to benefit from the more than $2 trillion of infrastructure funds being poured into projects across the U.S.
As an Ordinary Car Company, Tesla Cannot Compete
Last May we warned that shares of Tesla were in trouble. While the rest of the EV sector has grown a little, the once-innovative car maker has gone the other way.
The Busted IPO With 10x Upside
In addition to its thriving e-commerce segment, this company has also created online grocery and restaurant delivery services and the largest domestic streaming service in its home country in southeast Asia.
More Important Than Any One Stock
Research suggests that this part of the investment puzzle can play a more crucial role in investors’ long-term success than which individual investments they own.
The Buyout Brothers’ Profit Machine
In this month’s issue, we focus on a serial buyer of businesses that for 40 years has been acquiring good companies and making them even better.
Sell Alert: Focusing on the Big Picture When the Big Picture Matters
Dear Biotech Frontiers Subscribers: There is one big question today that no investor can ignore or avoid: Is inflation in the U.S. on its way down… or is it set to rebound? This question matters to every asset class – stocks, bonds, real estate, commodities, precious metals, crypto, art – and to every single investment
Bulls Balls
For only the third time in history, a new energy drink has surpassed the billion-dollar mark in annual sales in the U.S. But this company is not only taking market share from its two main competitors but it’s expanding the size of the overall market.
Action to Take: Sell Half of Kodiak Sciences
Dear Biotech Frontiers subscribers: Shares of Kodiak Sciences (Nasdaq: KOD), part of our original basket of 10-negative-enterprise-value biotech stocks, are up about 100%. We recommended Kodiak at $3.16 per share. Today, shares are trading in the range $6.15 to $6.35. There is no specific news that has driven the re-rating in Kodiak, and the stock
The Basement Experiment That Became a $2 Billion Best-Seller
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.