The Big Secret on Wall Street

The Big Secret on Wall Street, our flagship publication, focuses on capital efficient stocks – finding world-class businesses that prioritize returning significant cash to shareholders. In our view, this is the simplest and surest road to permanent wealth.

We are opportunistic in the types of capital efficient businesses that we seek. Some are long-term investments that we recommend buying and holding forever. Others may be shorter-term plays in massive long-term trends like energy and commodities or tech stocks. We find ideas across all sectors of the market, and we are always on the lookout for a chance to buy great companies at discounted prices.

Issues & Updates


  • Elon’s Empire Strikes Back
    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.
  • The Financial Reset
    While the possible collapse of the Treasury-bond market and the end of the global dollar financial system will certainly be catastrophic for many companies, there are still plenty of great businesses that will continue to provide goods and services and earn good profits.
  • Private Equity Is Coming For Your 401(k)
    Every week, the team at Porter & Co.’s Sunday Investment Chronicles pores over thousands (and thousands) of articles, reports, social media posts, analyses, regulatory filings, and anything else we can get our hands (and eyes) on to understand what’s happening in the world of investing and finance – and to uncover the most original, compelling, and double-head-fake ideas…
  • The Bargain Hunter’s Munger Screen
    In this issue of Saturday Stock Screen... we share the process of how we sift through thousands of stocks to find a handful that we will then do more in-depth analysis for possible inclusion in The Big Secret On Wall Street portfolio.


Special Reports

America’s Last Election