The High Roller In Online Gambling
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.
The Big Secret on Wall Street (this week)
Five Steps to Timing the Market
Happy Thanksgiving from Porter & Co.! As a special holiday treat, we’re sending you Porter’s contrarian classic “Five Steps to Timing the Market,” first published in 2015 by our friends at Stansberry Research.
Buffett Is Hoarding Cash
Whenever Warren Buffett sees bad times approaching, he raises a pile of cash and then deploys it on exceptional companies. It’s an approach that has much to teach investors when we carefully examine his historical sells and major buys.
The DIY Business With 21% Returns
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.
The Three-Year Lag the Fed Always Forgets
When the Fed aggressively hikes rates, it often ends up triggering a crisis of the very kind that it hopes to prevent. And seemingly, central bankers haven’t learned their lesson this time, either…
A Champion Company That Plays to Win
Now that we’ve freed up capital ahead of the financial panic, we can build a shopping list of the world’s best businesses. In this issue, we’ll unpack one of the greatest endorsement deals of all time – and show how it transformed one company from a struggling industry laggard into a classic “forever stock.”
Crisis Briefing: How to Raise Cash
Profiting from a crisis requires more than just the discipline to “be greedy when others are fearful,” as Warren Buffett famously said. You must also have the cash available to do so.
Get Your Money Out of Bank of America By Tuesday
America’s banking system teeters on the edge of insolvency. The stage is set for more bailouts, more inflation, and the End of America. Here’s how to prepare – and what to do with your money.
A Letter to My Son
In September, Porter’s oldest son, Traveler, turned 16. Porter gifted him $17,000 (the maximum amount allowable before taxes)… and then wrote him a heartfelt letter distilling a quarter-century of financial wisdom into just a few pages, to advise him on what to do with the money.
Shale Boom 2.0: This Time, It’s Capital Efficient
The rise in interest rates has ended the cheap money era, helping restore a more rational allocation of capital in the energy sector. And one company is best positioned to win in this new era of Shale 2.0.