Portfolio Update

This month, we revisit two companies we know well: One is already in our portfolio, and the other we sold for a 237% gain. The market has given us a compelling opportunity to re-examine both companies at prices we had not expected to see again.

Investors are ignoring one of the most powerful and inevitable investment trends in history… one that has the potential to deliver extraordinary returns over the long term for investors who are positioned correctly. What is it? The convergence of AI and energy that is already well underway.

Kicking off Porter & Co.’s 12 Days Of Christmas series, Distressed Investing senior analyst Marty Fridson shares a big win on both the distressed bonds and distressed equities of a midwest ethanol producer, following Marty’s “topping off” strategy.

We’re issuing a new trade alert on shares of Nike, along with our usual weekly update. Note: in light of the upcoming holidays, we will be hitting pause on our normal publishing schedule over the next two weeks.

In today’s issue, we announce a key new feature of The Trading Club and address several questions from subscribers. We also provide an overview of the biggest new development in financial markets.