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About Complete Investor

The Real Secret To Long-Term Wealth

By putting all of our investment recommendations and strategies into a single product, with complete do-it-for-you portfolios like Porter’s Permanent Portfolio, and adding a lively Roundtable discussion each month, this single membership is truly everything you need to be a complete investor.

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About Distressed Investing

The Secret To Investing In Distressed Debt

As the corporate debt bubble unwinds, we have partnered with legendary financial author and credit analyst Martin Fridson to take advantage of “the greatest legal transfer of wealth in history.” Martin releases monthly distressed debt and equity recommendations, for Partners only.

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About Biotechnology

A Once-In-A-Generation Moment For Tech Investors

We’re at a tipping point with emerging technology, witnessing changes that were unimaginable just years ago. Living in the San Francisco Bay Area — the tech capital of the world — Tech Frontiers senior analyst Erez Kalir has his finger on the pulse of advancements in artificial intelligence, blockchain, computing, and biosciences.

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About The Trading Club

Harnessing The Power of Non‑Correlated Return Streams

A trading service unlike anything we’ve ever done before. We funded a live account with $100,000 of our own money and execute behind our highest-conviction trading ideas. And you can follow along with every step of the way. Get access to trades built around the best independent research from our team.

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About Porter & Co. Best Buys

The New Porter & Co. Best Buys

Every month, we send you the three best investment ideas from across the Porter & Co. universe. and check in with all of our analysts to select three current recommendations that are at a very attractive buy price. These become our Best Buys.

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The Emerging Lindy Screen

This screen is about finding future Lindys: businesses that combine invention with discipline, transforming broken industries through structural innovation, vertical integration, and cultural resilience. The Emerging Lindy Screen is designed to uncover the next Amazon or Apple – the types of compounding machines we aim to own long before the world catches on.

The Emerging Lindy Screen blends qualitative insight with quantitative rigor, filtering for firms that exhibit both structural innovation and financial traction – early signals of future Lindy compounding.

  • Zero-to-One DNA: Category creation and technological differentiation
  • Forever TAM: Serving universal, durable human needs – compute, health, money, safety
  • Founder-Led Mission: Long-term orientation and meaningful insider ownership
  • Financial Traction: Sustained >25% revenue growth, expanding gross margins, high retention, and visible free cash flow inflection
  • Path to Leverage: Operating expense as a percentage of revenue is declining, ROIC is rising steadily
  • Vertical Integration: Expansion from a focused wedge into a self-reinforcing ecosystem
  • Resilience: The ability to emerge stronger from cycles or shocks

By screening across these quantitative and qualitative dimensions, we aim to capture the moment when zero-to-one innovation turns into enduring compounding.

Here are the financial metrics we’ve used to produce today’s screen:

Sustained high growth

  • Revenue CAGR (five year) ≥ 25%

Quality business with pricing power

  • Average gross margin (three year) ≥ 50% or
  • Average EBITDA margin (three year) ≥ 50% or
  • Average EBITDA margin growth ≥ 30%

Efficiency improvement

  • Operating margin growth (three year) ≥ 15%

Capital efficiency leading to compounding returns

  • ROIC growth (three year) ≥ 15% or
  • ROIC average (three year) ≥ 15%

Self-funding growth, demonstrating positive unit economics

  • Positive FCF growth in at least three of last four years

Remove balance sheet outliers

  • Net debt / EBITDA ≤ 6

Alignment and continuity (founder/operator)

  • More than five insiders own shares

Click here to access previous Emerging Lindy Screens.