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


  • What’s Next For Burford Capital
    The market has so far assigned low odds of this litigation company collecting on a $16 billion judgment, but as we’ll explain today, the odds are stacking up in the company’s favor toward forcing a settlement agreement. The punchline: we believe the company could be on the cusp of a multi-billion-dollar windfall that could send its shares higher by 100% or more.
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  • An Order In The Court
    Burford Capital is the world’s largest provider of litigation finance – offering the capital and legal expertise that enable its clients to pursue litigation they might not otherwise be able to pursue. In this report, we explain why a recent legal victory could unleash a windfall of $3 billion, equal to the entire market capitalization of the company.
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  • Revealing Our Top Asymmetric Stock Opportunity
    The company we report on today has achieved an incredible 105% average return on invested capital (ROIC) since inception. Even more impressive, the company has had only one losing year over this period – in 2011, when it generated a modest loss of -2% ROIC. It might be one of the most asymmetrical opportunities we have seen in years.
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  • The Trump Administration’s Fiscal Strategy Is Becoming Clear
    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…
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Special Reports

America’s Last Election

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