The High Roller In Online Gambling
This capital efficient business is poised to profit from the boom in online gambling… and despite its incredible economics and growth trajectory, currently trades near historic low valuation levels.
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portfolio management
The DIY Business With 21% Returns
Nearly every American lives within a short drive of this capital efficient retailer… a household name that sells around 40,000 items… has been crushing the competition for decades… and continues to dominate amateur and professional markets alike.
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A Champion Company That Plays to Win
Now that we’ve freed up capital ahead of the financial panic, we can build a shopping list of the world’s best businesses. In this issue, we’ll unpack one of the greatest endorsement deals of all time – and show how it transformed one company from a struggling industry laggard into a classic “forever stock.”
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Special Briefing from Porter: Hershey Update
Hershey is a powerful real-life example of my signature capital efficient investing approach. And it’s now approaching an attractive valuation for the first time in years.
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Trade Alert: Buy to Cover Vornado Realty (NYSE: VNO)
On June 27, we recommended shorting the shares of office property company Vornado Realty Trust (NYSE: VNO). We anticipated that the company’s exposure to the commercial real estate markets in New York, San Francisco, and Chicago would result in a decline in the share price.
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Sell Alert: Lock In 17% Gains on Activision
On March 3, 2023 we recommended shares of Activision Blizzard, whose on-again, off-again deal prospects with Microsoft have fueled great speculation. This week, a positive development in the negotiations has pushed ATVI shares 10% higher – close to our best-case-scenario projected upside.
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Selling In May Is A Huge Mistake
Every spring I hear the talking heads in the financial media utter the same phrase… Sell in May and go away! What they’re referring to is an old adage telling investors to sell their stocks ahead of the summer and reinvest in the fall. And it’s some of the worst advice ever.
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A Big Opportunity in an Overlooked Discount Retailer
Money managers are seeing technology stocks shoot higher on bets that Artificial Intelligence (AI) is going to change the landscape for every business. They must find the money to invest through the sale of other assets, creating a value opportunity in the discount retail sector.
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How Not to Lose Everything
Put your emotions in check before you start investing. That way, you’ll hang onto more of your hard-earned money – and have plenty to invest in growing your wealth through future opportunities.
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Defeating Toadzilla
For the past several months here at Porter & Co., we’ve urged long-term investors to be cautious. We continue to believe a severe economic contraction is approaching. But that doesn’t stop us from finding shorter-term bullish opportunities.
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