Special situation investing aims to exploit specific corporate actions to capture profits with minimal risk. And unlike many investment strategies, this one can work relatively quickly and in just about any market environment, making it a fantastic complement to a traditional investment portfolio.
In this issue, we introduce the ultimate recession-proof “forever” stock. Its dominant competitive position and world-class capital efficiency set the stage for 15% annual returns over the next decade.
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.
In this issue, we’re introducing a business poised to reap a windfall by unleashing the next agricultural revolution: the rise of autonomous, precision farming.
In this exclusive excerpt from his seminal work on special situations investing, author and trader Maurece Schiller shows how to profit from companies undergoing a reorganization, merger, acquisition, spinoff or corporate misstep. First chapter reproduced by publishers’ permission.
In this special report, Wealth Signals editor Scott Garliss dissects five common but deadly cognitive biases that can take down even seasoned investors – and shows you how to spot and avoid them in your own thinking.
Renowned credit analyst Martin Fridson has arranged with his publisher to give Porter & Co. readers a special look at the first chapter of his latest book. This book focuses on stocks that came in #1 for the year in total return within the S&P 500 and what caused them to achieve that distinction.
Financial markets have never had to reckon with a speculative asset mania, unsustainable bubbles in consumer, corporate, and sovereign debt, and structurally high inflation – all at the same time. The potential for significant economic turmoil is arguably greater than at any time in memory.
Today, we introduce a leading digital payments company, with a dominant competitive position and world-class capital efficiency. Recent operational stumbles have created a near record discount in its share price, but we make the case for a rebound and 20% compounded returns from here.
Could you make a fortune buying into the AI boom today? Perhaps. We would rather own a world-beating business in a sector that is uniquely underappreciated by investors. In this issue, we recommend one of the highest-quality businesses ever created.