Unburying An Enormous Hidden Asset

Porter's Journal Issue #114, Volume #2

Freeing Up So Much Value That Making 25x Is Almost Inevitable

This is Porter’s Daily Journal, a free e-letter from Porter & Co. that provides unfiltered insights on markets, the economy, and life to help readers become better investors. It includes weekday editions and two weekend editions… and is free to all subscribers.

Japan trades at a huge discount… More upside to come… Owning the most valuable technology ever created… A crypto war chest worth multiples of its market cap… No one knows that it’s there… Three key catalysts… Alternative jobs reports also bad news… Hyperscalers pour on the capex spending…

Table of Contents

There’s a better path. 

I’ve been explaining in the last two Daily Journals that investing doesn’t have to be risky. You don’t have to depend on a series of ifs or whens. You don’t need to gamble on coulds or shoulds. 

If you’re willing to look carefully, there’s a much safer path. It’s the path Warren Buffett took in his early days, when he was compounding his wealth at greater than 50% a year. 

(Again, I’d urge you to read Brett Gardner’s stunningly brilliant book, Buffett’s Early Investments. Gardner doesn’t just tell the same old and tired Buffett tales. He dissects Buffett’s largest early investments and shows readers exactly how to make life-altering fortunes – not by hoping for growth but by buying undeniable value at a fraction of its worth. Brett Gardner’s Buffett’s Early Investments inspired me to find situations in today’s markets that are just as attractive as the investments featured in the book.)

Today’s Journal is longer and more explicit than normal. We don’t typically give away our most valuable investment research in these pages. But I’m doing so today because I want to prove to you that “unbelievable” opportunities are very real. 

Investors are in the midst of unlocking so much value from Japanese businesses that making something like 25x your money in this market over the next decade is almost inevitable. 

Subscribe to keep reading

This content is free, but you must be subscribed to Porter's Daily Journal to continue reading.

Already a subscriber?Sign in.Not now