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The Best $99 You'll Ever Spend

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astepahead@smartbrief.com

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Tue, May 21, 2024 12:14 PM

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Beat The S&P 500 by 300% with Forbes Investor Created for {EMAIL} | This is a paid advertisement. .

Beat The S&P 500 by 300% with Forbes Investor Created for {EMAIL} | [Web Version]( This is a paid advertisement. [Steve Forbes]Fellow Investor, My father Malcolm taught me never to let a good opportunity go to waste. So to celebrate Memorial Day, I'm taking this time to offer you the chance to join thousands of other investors who subscribe to Forbes' flagship newsletter. 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](. [Get Forbes Investor Now]( 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 838%1 since inception compared to the 273% return from the S&P 500. [fiv-chart]( [Forbes Investor]( subscribers reaped the benefits as our advisory soared nearly 63% over the past three turbulent years for the equity market, far outpacing the S&P 500's modest 27% gain over the same period. Even in 2023, with concerns over prolonged high interest rates causing many stocks to lag, our portfolio continued to shine, surging 35% and beating the S&P 500's 24% rise by 46% over the same span.1 In today's challenging and uncertain macroeconomic environment, uncovering undervalued gems that can deliver such outperformance has become increasingly difficult. This is why active stock-selection strategies, like those employed by Forbes Investor, are crucial. We focus on identifying stocks that have been unjustly beaten up and possess the potential to deliver substantial rewards to shareholders. The great news is thanks to the continued—and in my view, unmerited—underperformance by small–cap value stocks so far in 2024, our portfolio of recommendations boasts a very 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, 30—more than half—have already been sold with an average gain of 15.1% 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 9.0%, which is 40% lower. This includes recent winners such as Blue Bird (BLBD), Collegium Pharmaceutical (COLL), Repay Holdings (RPAY) and Helen of Troy (HELE), which were only held for 8 months, 8 months, 1 month and 2 months, respectively. The result? 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; a 36% increase in RPAY, which nearly tripled the 13% rise in the S&P 500 over the same span; and a 27% jump in HELE that more than doubled 10% gain in S&P 500. If that's not impressive enough, take a look at some of the other fantastic profits booked over the past few years: Company Return S&P 500 GigaCloud Technology (GCT) 52% -4% Expedia Group 20% 4% H&R Block (HRB) 38% 10% Photronics (PLAB) 50% 4% The Hackett Group (HCKT) 50% 42% CRA International (CRAI) 66% 28% Sprouts Farmers Market (SFM) 34% 6% Karat Packaging (KRT) 44% 7% Edgewell Personal Care (EPC) 32% 6% Thorne Healthtech (THRN) 44% 9% Build A Bear Workshop (BBW) 25% 10% Most importantly, with small-caps lagging so far this year, I believe we're on the brink of another incredible run for [Forbes Investor]( throughout the rest of 2024. Our stellar performance in 2023 came after the stock market took a hit around the same time last year, driven by concerns about the U.S. banking system following the failures of key regional banks and fears of prolonged high interest rates. Now, renewed worries about interest rates are once again holding small-caps back, setting the stage for us to capitalize on this unique opportunity. Just as our portfolio rebounded with a remarkable 28.0% gain from May through the end of 2023—nearly doubling the S&P 500's 14.4% over the same period—I expect a similar trajectory in 2024. In fact, the Russell 2000 small–cap index has already risen over 8% since its mid–April low, outperforming all its large–cap counterparts, including the S&P 500. This upward trend may have already begun. And with many of our recommendations still offering incredible value, we're poised for strong performance throughout the rest of 2024. I believe this will be an exceptionally rewarding year for us. 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 Memorial Day 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 Monday, May 27th. 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 a much–deserved financial boost. I hope you decide to take me up on this exclusive offer. [Subscribe For Just $99]( Sincerely, [Signed Steve Forbes] Steve Forbes Chairman and Editor–in–Chief Forbes Media 1 Through March 31, 2024 Forbes Media LLC, 499 Washington Blvd, Jersey City, NJ 07310 About this email: Future will occasionally send emails from our business partners promoting products and services likely to be of interest to our readers. [Unsubscribe]( | [Privacy Policy]( [Future]( © Future Publishing Limited. Reg No. 2008885 England. Quay House, The Ambury, Bath BA1 1UA.

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