spotlight
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The Wafer-Scale Breakthrough
Editor’s Note: On Tuesdays we often turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows. Each month we focus on an analyst who isn’t part of the Porter & Co. family, whose work Porter thinks you need
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This Company Could Be The Backbone Of AI
Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. Yesterday, we introduced you to our friend Joel Litman, who we recently spent time traveling through Croatia. As we wrote about that
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A Serial Buyer Of Specialized Software
Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. You likely know our guest this week, Pieter Slegers, after his interview with Porter – Decoding The DNA Of The Next 100-Bagger
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The World’s Most Uncrowded Trade?
Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally. If you’re new to Porter & Co. and want to find out more about Spotlight or want access to all past issues,
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Lose Less To Earn More – It’s That Simple
On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts who Porter follows.