PORTER & CO. DISCLOSURES AND DETAILS
We are not money managers, brokers, or fiduciaries Porter & Co. is not an investment adviser.
We rely on the publisher’s exclusion from the definition of an investment adviser under Section 202 of the Investment Advisers Act of 1940.
What that means is that Porter & Co. is a publisher only, and while we write about stocks, the stock market, businesses, and investing research, we do not provide personal or individual investment advice.
Porter & Co. does not, indeed cannot, ascertain what investments may be suitable for any individual investor. We do not know you and we cannot give you advice. You therefore agree, in subscribing and using our Services, that any recommendation we make does not constitute a recommendation that any security or strategy is suitable for you.
If you desire personalized investing advice, you should engage a registered investment adviser.
Only you can decide whether a particular security is right for you. You therefore agree to be solely and individually liable for any trades in which you engage using information or recommendations you learn from us.
We make mistakes and are not responsible for your investing results.
Porter & Company, LLC (Porter & Co.) is a publishing company and the indicators, strategies, reports, articles and all other features of our products are provided for informational and educational purposes only and should not be construed as personalized investment advice.
Our recommendations and analysis are based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists.
While we do our best to ensure the accuracy of the information we rely on and provide, our work may contain errors. We recommend that our readers and subscribers independently research the companies in which they may invest, consult with an investment professional, and not make any investment decision based solely on our publications.
Refund policies
Refund policies will be explicit on all order forms and order confirmations.
We ask that you carefully consider whether you want to subscribe to our Services, and that once you do, you honor your obligation to pay. We will consider refund requests on a case-by-case basis, but refunds are generally disfavored.
Conflicts of Interest
Porter & Co. generally forbids its writers from having a financial interest in any security at the time they recommend to our subscribers; should such a financial interest exist, it will be disclosed in the publication in which the security is recommended.
All Porter & Co. employees and agents must wait 48 hours after an initial trade recommendation is published on the Internet or after a direct mail publication is sent before acting on that recommendation.
Similarly, we are not paid or compensated in any way by the companies whose stocks we recommend.
PART 2: PROMOTION DETAILS
Testimonials
Our testimonials are the words of real people received in letters, emails, and other feedback who have not been paid for their testimonials.
Testimonials are printed under aliases to protect privacy and edited for length. Their claims have not been independently verified or audited for accuracy.
We do not know how much money may have been placed at risk, what portion of their total portfolio may have been allocated, or how long they may have owned the security. We do not claim that the results experienced by such subscribers are typical and you will likely have different results.
Past performance does not guarantee future results
Readers should be aware that trading stocks and all other financial instruments involves risk. Past performance is no guarantee of future results, and we make no representation that any customer will or is likely to achieve similar results.
Performance results of our recommendations prepared by Porter & Co. may not be based on actual trading of securities but instead may be based on a hypothetical trading account. Hypothetical performance results have many inherent limitations. Your actual results may vary.
You can call us for more information:
Lance James
Director of Customer Relations
1-888-610-8895
ljames@porterandcompanyresearch.com
Featured Sources in Promotion
https://www.thedailybeast.com/treat-robert-f-kennedy-jrs-campaign-as-the-dangerous-joke-that-it-is
https://www.independent.co.uk/news/world/americas/us-politics/rfk-jr-vaccine-jfk-cheryl-hines-b2001472.html
https://www.theguardian.com/us-news/2023/jun/01/robert-kennedy-jr-president-candidate-conspiracy
https://uk.news.yahoo.com/rfk-jr-worst-possible-president-203810165.html
https://www.hindustantimes.com/world-news/-bobby-kennedy-is-winning-tucker-carlson-claims-robert-f-kennedy-jr-more-hated-by-media-than-trump-101687520492196.html
https://thehill.com/homenews/campaign/4050002-rfk-jr-ranks-higher-in-favorability-vs-major-2024-candidates-poll/
https://www.newsweek.com/robert-f-kennedy-jr-support-among-joe-biden-voters-1810120
Geico purchase was in 1948: https://www.ifa.com/articles/impact_geico_benjamin_graham_warren_buffett_luck_gecko/
200x: https://members.stansberryresearch.com/post/136735
200x Source #2: https://blogs.wsj.com/totalreturn/2012/12/13/was-benjamin-graham-skillful-or-lucky/
https://perennialestateplanning.com/perennial-estate-planning-articles/how-to-set-up-a-trust-like-the-kennedys#:~:text=According%20to%20a%20NY%20Times,article)%20%2D%20Senator%20Edward%20M.
https://www.forbes.com/sites/carlodonnell/2014/07/08/how-the-1-billion-kennedy-family-fortune-defies-death-and-taxes-3/
https://omnius.com/blog/a-brief-history-of-insurance-from-hammurabis-code-to-cognitive-computing
Fan, Wenliang. (2006). "Hehui: Informal Mutual Help Groups in Rural China." China Perspectives, no. 66, pp. 36-47. This article provides insights into the Hehui, or mutual aid societies, in ancient China.
Kohn, Meir G. (2001). "The Origins of Chinese Financial Institutions: Finance in Ancient China." Working Paper, Department of Economics, Dartmouth College. This paper discusses the development of financial institutions in ancient China, including the maritime loans system.
Olivelle, Patrick. (2005). "Manu's Code of Law: A Critical Edition and Translation of the Mānava-Dharmaśāstra." Oxford University Press. This book provides a critical edition and translation of the Manu Smriti, one of the most important texts in the Dharmashastra tradition. Sharma, Ram Sharan. (2005). "Perspectives in Social and Economic History of Early India." Munshiram Manoharlal Publishers.
https://www.biblegateway.com/passage/?search=Hebrews%2013%3A16&version=NIV
https://en.wikipedia.org/wiki/Feeding_the_multitude
https://en.wikipedia.org/wiki/Clare_of_Assisi
https://www.historyandwomen.com/2011/09/clare-scifi-saint-clare-of-assisi.html
https://www.britannica.com/topic/Poor-Clares#:~:text=related%20content%20%E2%86%92-,St.,communities%20accepted%20property%20and%20revenues.
Armstrong, Regis J. and Ignatius C. Brady, eds. (2006). "The Lady: Clare of Assisi: Early Documents." New City Press. This book presents primary source documents about St. Clare's life, her Rule, letters, and writings of her contemporaries.
Bartoli, Marco. (1993). "Clare of Assisi." Cistercian Publications.
https://www.biography.com/religious-figures/saint-clare-of-assisi
https://www.historyandwomen.com/2011/09/clare-scifi-saint-clare-of-assisi.html
https://stclare-queens.org/st-clare-of-assisi
https://www.franciscantradition.org/clare-of-assisi-early-documents/the-papal-decree-of-canonization/439-ca-ed-1-page-262
"The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns" by John C. Bogle – Chapter 9
https://twitter.com/chamath/status/1354445925066784768?lang=en
The International Association of Insurance Supervisors (IAIS) – "Insurance Core Principles" 2011 – Section A
https://www.investopedia.com/updates/history-rothschild-family/
The House of Morgan: An American Banking Dynasty and the Rise of Modern Finance" by Ron Chernow
The Richest Man Who Ever Lived: The Life and Times of Jacob Fugger
"The DuPont Dynasty: Behind the Nylon Curtain" by Gerard Colby.
"Titan: The Life of John D. Rockefeller, Sr." by Ron Chernow
"The House of Baring in American Trade and Finance: English Merchant Bankers at Work, 1830-1860" by Harold D. Woodman.
Lloyds of London – https://www.lloyds.com/
"Diamonds, Gold, and War: The British, the Boers, and the Making of South Africa" by Martin Meredith.
https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-10-famous-shareholders-lebron-lucas-gates-2020-3-1028973818#9-sen-orrin-hatch-9
https://www.barrons.com/articles/david-einhorn-hedge-fund-performance-greenlight-capital-51674740615
https://www.forbes.com/sites/nathanvardi/2018/05/07/carl-icahn-has-sold-his-big-stake-in-aig/
https://markets.businessinsider.com/news/stocks/does-carl-icahn-have-a-secret-activist-stake-in-allstate-if-he-does-now-is-the-time-to-strike-1031825155
https://www.bloomberg.com/news/articles/2018-03-14/singer-s-elliott-makes-life-insurance-wager-with-prosperity-deal
https://www.insurancejournal.com/news/national/2015/05/17/368453.htm
https://moneyweek.com/469900/the-worlds-greatest-investors-joel-greenblatt
The Little Book That Still Beats the Market – Joel Greenblatt
https://fullratio.com/stocks/nyse-rli/dividend
Munger – 1994 Annual Meeting of Shareholders for Wesco Financial Corporation.
https://en.wikipedia.org/wiki/Benjamin_Graham
Benjamin Graham, the Memoirs of the Dean of Wall Street
https://www.ifa.com/articles/impact_geico_benjamin_graham_warren_buffett_luck_gecko/
https://www.gurufocus.com/news/218282/geico--the-growth-company-that-made-the-value-investing-careers-of-both-benjamin-graham-and-warren-buffett-wedgewood-vic-presentation---
http://www.gurufocus.com/news/218282/geico--the-growth-company-that-made-the-value-investing-careers-of-both-benjamin-graham-and-warren-buffett-wedgewood-vic-presentation-
http://www.gurufocus.com/news/218282/geico--the-growth-company-that-made-the-value-investing-careers-of-both-benjamin-graham-and-warren-buffett-wedgewood-vic-presentation-
https://www.bankrate.com/banking/savings/average-savings-interest-rates/#:~:text=National%20average%20savings%20account%20interest,ll%20earn%20on%20your%20savings.
https://drive.google.com/file/d/1AvMyfwQv-TgJEyD_YbcFRnd6S7syPjMf/view?usp=share_link
https://www.marketwatch.com/story/gross-says-the-global-market-is-all-one-big-casino-central-banks-are-dealers-2016-10-04
https://www.cambridge.org/core/journals/journal-of-policy-history/article/abs/social-policy-by-other-means-mutual-aid-and-the-origins-of-the-modern-welfare-state-in-britain-during-the-nineteenth-and-twentieth-centuries/C5EAF4FA66DD04B953A84C2E7D990E1C
https://wiki.p2pfoundation.net/Mutual_Aid_Societies
https://www.denniswatkins.co.uk/articles/a-brief-history-of-insurance/
https://en.wikipedia.org/wiki/History_of_insurance
https://www.jstor.org/stable/2599059
https://eh.net/book_reviews/insuring-the-industrial-revolution-fire-insurance-in-great-britain-1700-1850/
https://www.swissre.com/dam/jcr:e8613a56-8c89-4500-9b1a-34031b904817/150Y_Markt_Broschuere_UK_EN.pdf
CNBC 2018 "Why insurance is vital to our economic future."
https://www.statista.com/topics/7807/health-insurance-in-the-us/#topicOverview
https://www.thezebra.com/auto-insurance/policies/why-is-car-insurance-mandatory/
https://www.scientificamerican.com/article/global-population-growth-is-slowing-down-heres-one-reason-why/
https://finance.yahoo.com/news/youll-never-guess-newest-jewel-151557112.html#:~:text=The%20third%20engine%20is%20Berkshire's,propelling%20Berkshire's%20growth%20since%201967.%E2%80%9D
https://novelinvestor.com/notes/the-davis-dynasty-by-john-rothchild/
https://www.gurufocus.com/news/190806/growing-50000-into-900-million-davis-and-his-insurance-investing
https://www.valuewalk.com/shelby-davis-resource-page/#:~:text=After%20a%20trip%20to%20Japan,even%20half%20of%20book%20value.
https://hiddenvaluegems.com/library/the-davis-dynasty-by-john-rothchild
https://www.businessinsider.com/warren-buffett-on-float-2016-2?r=US&IR=T
https://prnt.sc/e0RDCTiVVYwi
Charlie Munger – CNBC Squawk Box – February 14, 2018.
https://www.foxbusiness.com/markets/warren-buffets-berkshire-hathaway-completes-11-6b-acquisition-insurer-alleghany
https://www.cnbc.com/id/23410720
https://www.financialresearch.gov/the-ofr-blog/2022/07/21/Rising-Interest-Rates-Help-Insurers-but-Market-Volatility-Poses-Risk-to-Some/