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Porter Stansberry

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The same institutional fundamentals our analysts use to value businesses.

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Daily Journal

Porter's unfiltered weekday letter: markets, macro, and the one story everyone else is missing.

Porter Price

Fair-value estimates using the same institutional framework Porter analysts apply in research.

Risk Ratings

1–5 business-execution risk: permanent impairment probability, not share-price volatility.

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Capital Efficiency

Six fundamental metrics score business quality using 5-year institutional data averages.

Valuation signals

Know when quality stocks reach attractive Porter Price levels.

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Follow Porter & Co. research portfolios with the same scoring our analysts use.

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app.porterandcompany.com

Intelligence Dashboard

3 positions · daily brief ready · 1 stop triggered

Portfolio

$245,830

Today

+$1,247

Daily Brief · Jun 12

MSFT holds above Porter Price. RIVN stop triggered. Review thesis. JNJ approaching watch threshold.

MS

MSFT

Microsoft Corp

$425.80

+0.81%

Porter Price

$398

CE 94
SAFE

24.9% above stop

JN

JNJ

Johnson & Johnson

$162.45

-0.32%

Porter Price

$171

CE 78
WATCH

8.8% above stop

RI

RIVN

Rivian Automotive

$14.82

-4.21%

Porter Price

$22

CE 28
TRIGGERED

1.9% below stop

Six metrics that define quality

Every stock evaluated against fundamental thresholds that separate capital-efficient businesses from the rest, using 5-year institutional averages.

Free Cash Flow Margin

≥ 10%

Return on Assets

≥ 15%

Cash Returned to Shareholders

≥ 10%

Sales Growth

≥ 5%

Operating Margin

≥ 10%

Return on Invested Capital

≥ 20%

Business execution, not volatility

Each stock receives a 1–5 risk rating measuring permanent impairment probability.

1

Blue Chip

Investment-grade execution. Decades of near-perfect delivery. Virtually impregnable moat.

2

High Quality

Strong returns on equity and favorable competitive position. Very likely to thrive.

3

Moderate Risk

Commodity exposure or new competition. Narrower moat than a quality compounder.

4

Speculative

Serious execution risks. Development stage or significant competitive crisis.

5

Highly Speculative

Extremely speculative with substantial risk of permanent capital loss.

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