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


  • The Hard Lesson: Buying What No One Else Wants
    I’m 100% certain that if you buy these stocks, in ten years’ time, you’ll outperform the S&P 500. And, you’ll make vastly larger profits than you can make owning gold, too.
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  • The Biggest And Best Opportunity Of The Porter & Co. Annual Conference
    The markets are closed today in observance of Good Friday, so we won’t be publishing Porter’s Daily Journal as usual. In the meantime, we’re sharing a special message from Porter – originally published in the September 30, 2024 Daily Journal – detailing his favorite investment idea from last fall’s exclusive Porter & Co. annual conference.
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  • Market Briefing: What You Need To Know About Trump, Tariffs, And The Fed
    Porter, Erez Kalir, and Marty Fridson recently sat down together for a full briefing about the Trump Administration’s plans and vision for the economy, the impact of tariffs and trade war, and make our predictions about what the Fed may (or may not) do with interest rates as these events unfold.
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  • Searching For Safe Havens 
    During inflationary environments, the best businesses to own are those that can grow their earnings without escalating capital investments… In other words, businesses with high capital efficiency. We share three from The Big Secret portfolio that offer the most resilience against the current economic environment.
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Special Reports

America’s Last Election

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