This innovative business is the fastest-growing company in the HR-software industry, with a 1,200% increase in revenues over the last decade. With only 5% market share today, the company has a long growth runway to continue delivering market-crushing returns.
Read More …Download PDF
In this issue, we focus on a medical-device company that specializes in both orthopedic and spinal products used by doctors and surgeons across the globe. A mismanaged merger and other changes in strategy have sent the stock to record lows. Now, with an activist investor involved, we see good things happening for this company.
Read More …Download PDF
This capital efficient global leader in cosmetic devices has grown revenues at more than 50% annually the past five years. But due to a series of short-term macroeconomic challenges, the business trades at a record low valuation, creating a rare buy opportunity
Read More …Download PDF
There haven’t been many defaults in corporate bonds recently. But in the hard-landing scenario playing out for next year, there will be many more distressed bonds to choose from than there are now.
Read More …
Since launching Porter & Co. Activist Investor, we have made three recommendations. This report provides a quick summary and important updates on all three companies.
Read More …
This industry titan traces its roots back to 1759, and has since amassed an iconic portfolio of world-leading brands. A nearly 50% decline in its stock price due to temporary factors has provided a rare opportunity to buy this recession-resistant gem at its cheapest valuation in over a decade.
Read More …Download PDF
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.
Read More …Download PDF
As the economy begins to contract, the opportunities in distressed debt will become more numerous and appealing.
Read More …
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.
Read More …Download PDF
As some astute subscribers noticed, after a protracted proxy fight, Porter recently regained control of MarketWise (Nasdaw: MKTW). At a board meeting last week, Porter was elected Chairman of the Board and CEO of the company, which is the publicly-traded parent of his other namesake financial research firm, Stansberry Research.
Read More …
