Independent financial research
Ideas worth revisiting.
Explore the Porter & Co. research archive—from free market commentary to previews of our subscriber research.
Get Porter’s Daily Journal free →Latest research & commentary
Daily Journal archiveDetails on a controversial new plan to save Social Security (from Barron’s on September 22)…
Read articleData continue to suggest the economy is moving slowly but surely toward recession (from Eric Basmajian via X on September 23)…
Read articleFive clues to where the United Auto Works strike is headed next (from The Wall Street Journal on September 23)…
Read articleDeficit-driven inflation is likely here to stay (from Lyn Alden via X on September 23)…
Read articleA thorough explanation of why low income households are not, in fact, “in great shape” today (from Michael Green via X on September 25)…
Read articleWarren Buffett’s four characteristics of a “wonderful” business (from Thomas Chua via X on August 23)…
Read articleTake five minutes and watch this video now (from Brian Feroldi via X on August 26)…
Read articleA simple one-page summary of Buffett’s investment approach (from Invest in Assets via X on September 3)…
Read articleFive key investment strategies from famed fund manager Bill Miller (from Daniel via X on September 6)…
Read articleFollowing Buffett’s simple “three bucket” system can make you a vastly better investor (from Kyle Grieve via X on September 9)…
Read articleHere are 12 of the top life and investment lessons from Buffett’s “right-hand man” Charlie Munger (from Compounding Quality via X on September 23)…
Read articleResearch suggests value stocks could be set to outperform again (from Vanguard on August 23)…
Read articleA look at the investment strategy of one of the world’s top hedge funds (that you’ve probably never heard of) (from Sahil Khetpal via X on August 26)…
Read articleFive stocks with 10x potential or more (from Iggy on Investing via X on September 5)…
Read articleThe long-term fundamental outlook for U.S. government bonds is certainly worrisome. However, the chart below suggests the iShares 20 Plus Year Treasury Bond ETF (TLT) could be setting up for a sharp relief rally (from Seth Golden via X on September 8)…
Read articleHistory suggests small cap stocks could be set to dramatically outperform in the years ahead (from Jeff Weniger via X on September 14)…
Read articleWhy it could be time to reconsider the traditional “60/40” portfolio (from Crescat Capital on September 16)…
Read articleThree top resources for identifying stocks with the potential to soar hundreds or thousands of percent (from Kyle Grieve via X on September 17)…
Read articleHere’s a crowdsourced list of the most promising small-cap investment ideas (from Clark Square Capital via X on September 19)…
Read articleThe outlook for the U.S. cannabis industry is more bullish than ever (from Jeff Schultz via X on September 20)…
Read articleSentiment toward discount retailer Dollar General appears to be extremely bearish today (from Carl Quintanilla via X on September 20)…
Read articleHere are four little-followed businesses with strong and growing returns on invested capital (ROIC) – one of the common hallmarks of the Buffett-style “Inevitable” stocks we love here at Porter & Co. (from Kyle Grieve via X on September 20)…
Read articleThe uranium industry was a big winner in September (see Energy below). Here’s a review of some of the most promising uranium mining stocks today (from Anders via X on September 23)…
Read article