Forbes - Your Private Invitation: $99

Fellow Investor,

My father Malcolm taught me never to let a good opportunity go to waste.

So to celebrate July 4th I'm taking this time to offer you the join an exclusive group of investors who are quietly crushing the market.

In 2000, we launched an unusual advisory for individual investors. Its mission: to find undervalued stocks that Wall Street overlooks. I'm talking about misunderstood, undercovered, mispriced stocks that the "smart money" misses time and time again. During bull and bear markets alike.

That advisory is Forbes Investor.

I'm here to tell you that 24 years later, Forbes Investor's gains well exceed our original goals.

Through my hand–picked editor Taesik Yoon's astute guidance, this renowned advisory has returned a massive 765%¹ since inception compared to the 275% return from the S&P 500.

Forbes Investor subscribers were there to benefit as our advisory climbed nearly 63% over the past three tumultuous years for the equity market, trouncing the S&P 500's meager 27% gain over the same period.

More importantly, even with these stocks lagging well behind again in 2023 on concerns over interest rates staying higher for longer, our outperformance continued in 2023 with the Forbes Investor portfolio surging 35% and beating the S&P 500's 24% rise by 46% over the same span.¹

Given the persistent volatility and uncertainty in the global economy, identifying undervalued stocks with the potential for significant outperformance has become increasingly difficult. That makes active stock-selection strategies like those employed by Forbes Investor even more important.

Our approach focuses on identifying companies with strong fundamentals that have been unfairly undervalued by the market, positioning them to deliver substantial returns when market conditions improve.

The great news is thanks to the recent—and in my view, unmerited—dip in small-cap value stocks, our portfolio of recommendations boasts a very an attractive valuation with nearly all of them currently trading at steep discounts to the S&P 500's and offering the kind of substantial upside like those we've already booked in recent years.

Indeed, of the 48 stocks recommended over the past two years, 29—more than half—have already been sold with an average gain of 15.4% on a holding period of only about six months. In contrast, during the same period, the S&P 500's average gain was only about 9.8%, which is nearly half of our average return.

This includes recent winners such as Brady (BRC), Natural Grocers (NGVC), Blue Bird (BLBD), Collegium Pharmaceutical (COLL) and Repay Holdings (RPAY), which were only held for 11 months, 2 months, 8 months, 8 months and 1 month, respectively.

The result? A 41% jump in BRC, which more than doubled the 19% gain in the S&P 500; a 23% profit in NGVC versus a meager 3% rise in the S&P 500; a 39% surge in BLBD compared to a rise of only 13% in the S&P 500; a 36% climb in COLL versus a gain of just 16% increase in the S&P 500; and a 36% increase in RPAY, which nearly tripled the 13% rise in the S&P 500 over the same span.

If that's not impressive enough, take a look at some of the other fantastic profits booked over the past few years:

Most importantly, with small-caps lagging well behind again this year, I believe this is setting up the potential for another fantastic run for Forbes Investor over the balance of 2024. That's because all our outperformance in 2023 came after the stock market initially tanked around the same time last year on concerns over the health of the U.S. banking system following the failures of several key regional banks, as well as fears that rates would stay higher for longer. And it's the renewed concerns over the latter that's been the primary catalysts for the recent market downturn.

Yet just as our portfolio would go on to enjoy an impressive second half in 2023—gaining 16.3% over the final six months of the year and more than doubling the 7.2% rise in the S&P 500—I expect the same thing to occur in 2024. That's because what helped turn things around for us last year was a renewed appreciation for small-caps, especially in the value space, which was the best performing stock class over this span.² And as I said earlier, our current portfolio of recommendations is chock full of them right now due to their recent slides This has the potential to trigger similarly strong performance over the remainder of 2024 that I believe will prove very rewarding.

Joining today will get you immediate access to our carefully selected portfolio, plus two new meticulously chosen stock recommendations each month. These aren't just any stocks; they're deeply valued picks with the potential to substantially outperform the broader market. Get in on these potential winners before they make headlines.

I want to do everything in my power to help you put this exceptional advisory to work. That's why I'm sending this invitation and giving you a rare chance to try Forbes Investor at a highly discounted rate.

Forbes Investor usually costs $197 a year, but in celebration of Independence Day and Forbes Investor's 24th year, you can put Forbes Investor to work for you for just $99.

That's a massive 50% savings off the regular price. And it's less than the original Charter rate from 24 years ago.

So—don't delay, this limited–time invitation is only available until midnight on Thursday, July 4th.

Please note, no exceptions or extensions will be granted. Once this offer is gone, it's gone for good. There's no better time to give yourself and your family a much–deserved financial boost. I hope you decide to take me up on this exclusive offer.

Sincerely,

Steve Forbes
Chairman and Editor–in–Chief
Forbes Media

¹ Through May 31, 2024.
² The Russell 2000 Small-Cap Value Index was the best performing subcomponent in the market-encompassing Russell 3000 in the second half of 2023 with a gain of 10.5% over this span.

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