Bonus 1
The Sovereign Company Playbook PDF
The 7 stocks from today's presentation. Entry context, targets, risks. Delivered instantly upon subscription.
My presentation gave you 7 stocks across 5 layers.DCC gives you the research behind them, and every stock that comes next.
Join DCCEvery entry published before the outcome was known. Every number verifiable.
27 of 28
Closed trades in the green
73%
2025 portfolio return
+743%
NVIDIA core position, still held
504
Active subscribers
January 27, 2025. The worst single day of the year. $589 billion erased. Our subject line that afternoon: 'The AI Revolution Won't Slow Down.' The recommendation: buy Nvidia, Broadcom, and Arista. In writing. Before the outcome was known.
Every entry was published in the DCC letter before the outcome was known. Entries and exits in subscribers' inboxes before the result. You can verify every one.
“I invested $100K in SMCI based on the research. It’s worth $300K now. Over 7 figures total across the portfolio.”
Tomorrow morning at 10 AM, your first letter arrives.
By the time you finish your coffee, you'll know what the portfolio holds, what changed overnight, and whether there's anything to do. Most mornings, there isn't.
When there is, it's a limit order you set once and leave alone.
Two deep-dive research reports every week. Trade alerts by email. A monthly live Q&A where you can ask anything. And 25 years of archived research — 5,000+ letters — searchable through Jonbot (coming soon), our AI system built on three decades of published work.
This is not another newsletter competing for your attention. It's the one that replaces the three you're thinking of canceling.
You already read four newsletters. You don't need more information. You need the right information, now.
Every week: more data, more noise, more competing takes. The information problem is not that there's too little. It's that there's too much, and none of it is synthesized.
Jonbot. 30+ years of Markman research — every letter, every model, every trade — loaded into a single AI knowledge system. Ask it anything. It answers with the full weight of the archive. Not more curation. The curation — condensed into what matters today.
Available to Porter attendees
Bonus 1
The 7 stocks from today's presentation. Entry context, targets, risks. Delivered instantly upon subscription.
Bonus 2
Every trade. Every date. Every return. 27 of 28 in the green. The full verified record — yours to study.
Bonus 3
7 additional names. Exclusive to new members. A $97 value, included with your subscription.
Your subscription + the 7-stock playbook + the full verified record + a $97 webinar. All of it, starting today.
You've been to conferences. You've heard promises. This is the only service where you can verify every number before your 30 days are up.
Join today. Read the letter every morning for 30 days. Check the dates. Check the entries. Check the exits. If it's not what we described, tell us and we refund you in full. You keep the playbook, the recap, and every letter we sent you.
We'd rather lose a subscriber than keep one who doesn't trust us.
“When I invested in the stock market on my own, I couldn't take my eyes off the stock prices and their daily fluctuations. I ended up working against myself. Now I relax and let my investments grow, relying on my confidence that Joe Markman knows when to make the trades.”
30-day full refund if it's not what we described.
Full portfolio access, trade alerts, two deep-dive reports per week, emergency briefings, monthly live Q&A, the 25-year research archive, Jonbot, and all three Porter bonuses. Every plan includes everything.
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Join DCC AnnualAll plans include instant access to the full portfolio, all three Porter bonuses, and the 30-day guarantee.
And if none of that feels right today — find Joe this week. He'll buy you a beer the next time you're in Austin, and answer every question you have in person.
That offer is only good if you subscribe within the hour.
The only question is who owns a piece of it.