While the overall market continues to ride higher, there are signs beneath the surface that suggest things could begin to turn. Taking lessons from a legendary investor, we look at how to avoid getting caught up in the exuberance.
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In a world of constant change, one thing remains steady: Americans love for chocolate. Today we focus on the ultimate “forever stock.” Backed up by more than a century of brand power, this business will remain as relevant for our children and grandchildren as it was for our parents and grandparents.
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As a sector, biotech stocks perform differently than tech stocks, “forever stocks,” and certainly the blue chips… We asked biotech veteran Erez Kalir to explain, in his own words, how he finds the right stocks for our new advisory Biotech Frontiers.
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The “Fixer,” a leading global provider of litigation financing, funds lawsuits and takes a cut of the payout when it wins. This highly profitable and capital efficient business model can turn small investments into supersized returns.
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The Biden administration’s recent natural-gas announcement will make energy more expensive, lead to continued reliance on imports from flaky foreign countries, and – ironically – create bigger environmental problems.
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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.
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An investment fad is a short-term financial trend that quickly gains popularity and interest among investors – but typically lacks long-term viability or strong underlying fundamentals. Let’s look at several prominent fads of the last decade and see what they reveal about today’s investment fads.
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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
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Special Issue: Boeing Collapses. On January 27 of 2023 Porter & Co. published a warning about a mega-cap American stock. For the last 20 years there hasn’t been a company in America that’s embraced more terrible ideas from financial engineering to ESG and DEI than Boeing.
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In this special excerpt from The Little Book of Picking Top Stocks, Distressed Investing analyst Marty Fridson reveals the four most important characteristics of stocks that historically beat the market.
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