Porter & Co.'s 'Hunting for 100-Baggers' — The Three Stocks Behind Emmet Savage's 10,000% Claims

The Hook

There is a specific kind of investor presentation that leans on one number to do almost all of its heavy lifting, and this one opens with it. The video, hosted by Porter Stansberry of Porter & Co., is built around an interview with Emmet Savage, the founder of a Dublin-based research shop called MyWallSt. Savage spent part of his career as a writer at the Motley Fool, and MyWallSt itself started life as a stock-picking app called Rubicoin before a 2019 rebrand. The number the pitch keeps returning to is this: a claimed 19.2% average annual return over 17 years, with only one down year.

From that base, the presentation moves to the real product on offer. Porter & Co. is marketing a bundle of two MyWallSt services: Prophet, a rolling “top ten” portfolio of quality stocks that gets updated with buys and sells each month, and Nova, a higher-priced “private 100-bagger advisory” that chases the kind of stock that turns a small position into a fortune. The special report attached to the pitch is called “Hunting for 100-Baggers,” and it teases three candidates, each framed as a potential “10,000% gain” opportunity. The package runs $1,999 per year, with a 30-day refund window that carries a 10% refund fee.

One thing to flag up front: this is a re-air. Stock Gumshoe first published its writeup of this promo on April 23, 2026, and it has been recirculated now with a new introduction but an unchanged sales pitch. The three stocks, the claims, and the framing are all the same as they were four months ago.

The Big Claim

Savage’s pitch rests on a methodology claim that he says “led him to Netflix +52,861%, Tesla +18,655%, Chipotle +4,269%, among many others,” and earned him a spot on Irish America’s Wall Street 50. The three special-report picks are described in escalating terms:

1. “100-Bagger #1”: an AI-first insurance company “revolutionizing a centuries-old industry,” with revenues up 53% year over year and a customer base that jumped from 1 million to 3 million.
2. “100-Bagger #2”: a SpaceX competitor with a $2 billion backlog and a $190 million Department of Defense contract for hypersonic-missile launches.
3. “100-Bagger #3”: a “medical powerhouse” that replaced the 50-year-old ice-bucket method of transporting organs with a machine that keeps them alive and pumping outside the body, growing revenue at 100%.

The through-line is the “100-bagger” concept itself, which Savage has borrowed from Chris Mayer’s book of the same name (and Mayer’s own inspiration, Thomas Phelps’s “100 to 1 in the Stock Market”). The pitch even quotes Mayer saying that “nobody has more 100-baggers in their portfolio” than Savage, though the source and context for that quote are never provided.

The Mechanism

Here is how each pick actually stacks up, because the companies behind the marketing are the interesting part.

Pick One: Lemonade (LMND)

The clues are specific: a company whose “AI models are so advanced that they’re generating SaaS-like efficiency” in a “multi-trillion dollar industry that’s stuck in the Stone Age,” and whose stock jumped almost 30% in a single month. Stock Gumshoe’s identification is Lemonade, the app-driven personal insurer, and it fits. Porter’s own tell, that the sector is one “where I have personally generated the most amount of alpha,” points squarely at insurance, which has been a long-running Porter & Co. theme.

What Lemonade actually does is worth understanding, because it is a genuinely different way to sell insurance. Instead of agents and phone calls, Lemonade runs the entire relationship through a mobile app: near-instant quotes and, famously, near-instant claim payments. That model works beautifully in its core line of renters insurance for young urbanites, where claims are simple and rarely catastrophic. The harder question is whether it scales into the lines that actually generate profit, auto and homeowners, where claims are complicated and competitors like Progressive, GEICO, and State Farm can copy any clever idea within six months and outspend Lemonade on marketing by orders of magnitude.

The financial picture is still unprofitable, but improving in a way that is easy to miss if you only look at the headline loss. Lemonade has never reported a quarterly profit, but its loss ratio, the share of each premium dollar paid out in claims, improved to 53% in the fourth quarter, the best in company history. The combined ratio, which adds expenses to losses, was about 139% for that quarter, meaning the company still spends roughly $1.39 for every $1 of premium it takes in. That is down from near 200% in earlier years. The stock has also recovered from a bottom around $50 to the mid-$60s after the January launch of auto coverage for Tesla vehicles using Full Self-Driving.

Pick Two: Rocket Lab (RKLB)

This one is the easiest to identify: $602 million in revenue last year, a $2 billion backlog, 21 launches with a 100% success rate, and a $190 million DoD hypersonic contract. That is Rocket Lab, the launch provider most investors treat as the only credible public-market competitor to SpaceX. We have already covered Rocket Lab in detail through the Motley Fool “Total Conviction” teaser, so we will not re-litigate it here. The short version is that it is a real, growing business trading at a valuation that leaves very little room for error.

Pick Three: TransMedics (TMDX)

The third clue is the most distinctive: a company that replaced the “50-year-old ice-bucket technology” for transporting organs with a machine that keeps them “alive and pumping outside the body,” complete with its own private fleet of transport aircraft. That is TransMedics, the maker of the Organ Care System, often called “organ in a box,” which keeps donated hearts, lungs, and livers perfused with oxygenated blood while they travel rather than packed in ice.

This is a fascinating business and arguably the most defensible of the three. TransMedics has built what is effectively a monopoly in FDA-approved organ perfusion and transport, and it has layered a logistics network on top, with its own jets moving organs quickly between donor and recipient. Revenue is growing around 100% a year. Analyst estimates put earnings at about $2.46 per share this year, rising to roughly $4.50 by 2028, a roughly 35% growth rate. At around $88 a share, the stock trades near 36 times forward earnings, which is reasonable if the growth holds. The near-term risk is mundane but real: flying organs around on private jets burns jet fuel, and the war in Iran has pushed energy costs up, which pressures the logistics side of the business.

The Real Picks

Prices are the August 28, 2026 close. Market caps as of the same date: TransMedics about $3.07 billion, Lemonade about $4.10 billion. The tease prices are the original April 23, 2026 levels, now four months stale.

Does the Math Check Out?

The first number worth stress-testing is the 19.2% CAGR claim, because it is the load-bearing wall of the entire presentation. A 17-year backtest that starts near March 2009 begins at the very bottom of the financial crisis, which flatters almost any long-term equity strategy. Over that same window, the Nasdaq 100 (QQQ) returned roughly 20.9% a year and the S&P 500 (SPY) about 16.2% a year. So a 19.2% result is not an index-beating marvel. It is basically the midpoint between two broad indices, and both of those indices had two down years along the way while Savage’s system claims only one. The claim is not false; it is just less exceptional than the framing suggests.

The second number to interrogate is “100-bagger.” Turning $1 into $100 requires a 100x move, which happens a handful of times per decade across the entire market, usually in companies that start tiny and dominate a new category. The three names teased here are not small, undiscovered companies. Lemonade is a $4 billion public insurer that has been public for over five years. TransMedics is a $3 billion company trading at 36x forward earnings. Rocket Lab is a household name in growth portfolios. These are fine companies, but they are not the obscure, overlooked microcaps where 100-baggers are actually found. The “100-bagger” label is doing aspirational work here, not analytical work.

The performance table is also instructive. Every single one of the three teased stocks is down 20% to 28% from the price at which it was originally teased in April. That does not mean the picks were bad, and a four-month window is far too short to judge a “100-bagger” thesis. But it is a useful reminder that the “buy now” urgency built into the pitch has not been rewarded so far, and that anyone who acted on the original April tease is currently underwater on all three positions.

What They Got Right

1. Savage has real, relevant credentials. A Motley Fool background, a decade-plus track record of running MyWallSt, and a genuine product in Prophet are all legitimate. This is not a faceless marketer.
2. The Prophet methodology is transparent and sound in principle. A rotating top-ten portfolio of quality stocks with a monthly rebalance is a defensible, low-friction strategy, and a 17-year record with only one down year is a real achievement, even if the starting point flatters it.
3. The Lemonade identification is honest about the improvement story. The loss-ratio improvement to 53% and the combined-ratio decline toward breakeven are real, and they are the right numbers to watch. The pitch correctly points at the SaaS-like efficiency angle.
4. TransMedics is a genuinely interesting company. The organ-perfusion monopoly, the FDA-approved market, and the 100% revenue growth are all real, and this is the most compelling business of the three by a wide margin.
5. The offer terms are actually disclosed. A 30-day refund window, even with a 10% fee, is more transparent than many promos in this space, and the $1,999 price is not exorbitant for a two-service bundle.

What They Got Wrong

1. The 19.2% CAGR is presented without context. It is framed as exceptional when it is essentially the midpoint between the Nasdaq 100 and the S&P 500 over the same period. Starting a backtest in March 2009 is the oldest trick in the performance-marketing playbook.
2. The “100-bagger” label is applied to three large, well-known, expensive companies. None of these is an undiscovered microcap. Lemonade is $4 billion and unprofitable, TransMedics trades at 36x earnings, and Rocket Lab is a crowded growth name. That is not where 100-baggers come from.
3. All three teased picks are down 20% to 28% from the original April tease price. The “buy now” urgency has not been rewarded, and the pitch gives no acknowledgment that early buyers are underwater on every single pick.
4. The Chris Mayer endorsement quote has no source or context. “Nobody has more 100-baggers in their portfolio” than Savage is a strong claim, and it is presented without a date, a venue, or any way to verify it.
5. The urgency mechanism is recycled. This is a re-air of an April promo with no new catalyst, no updated picks, and no fresh analysis, yet it is presented with the same countdown energy as a live opportunity.

The Verdict

This is a genuine and reasonably priced research service wrapped in a marketing frame that overstates the novelty and the upside. If you are interested in Savage’s actual product, a disciplined, quality-focused stock rotation system, the Prophet service is a legitimate offering with a real, if unremarkable, long-term record, and the $1,999 bundle is not unreasonable for what it is. If you are buying for the three “100-bagger” names, you are paying a premium for tickers that are already well known, already expensive, and already down meaningfully from where they were first teased.

Porter & Co. is a familiar name around here. We have already walked through Porter Stansberry’s Royalty Riches pitch and his silicon-dollar trade, and this promo follows the same pattern: a legitimate service underneath, with a marketing frame that promises more than the underlying math can support.

The honest answer is that the companies themselves are worth understanding, especially TransMedics, but none of the three is the kind of undiscovered gem the “100-bagger” framing promises. Wait for a pullback before paying up for any of them, and treat the 19.2% claim as what it is: an index-adjacent result dressed up as a market-crushing edge.

This is not financial advice. NewsletterVetter has no position in any stock mentioned.