Fellow Investor, My father Malcolm taught me never to let a good opportunity go to waste. So to celebrate Forbes Investor's 23rd Anniversary, I'm taking this time to offer Closing Bell readers like you the chance to join thousands of other investors who subscribe to Forbes' flagship investment newsletter. Twenty-three years ago, 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 23 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 716%1 since inception compared to the 226% return from the S&P 500. | What’s more, much of this outperformance has been driven by value stocks. Yes, this overlooked-but-mighty powerhouse that investors had largely ignored for the better part of the last decade in favor of the more popular growth stocks has once again begun proving its worth. Forbes Investor subscribers were there to benefit as our advisory climbed nearly 21% over the past two tumultuous years for the equity market, trouncing the S&P 500’s meager 2% gain over the same period.2 More importantly, even in a volatile market, our outperformance has continued. In fact the Forbes Investor portfolio gained 27% in 2023 and beat the S&P 500 by 37% over the same span.1 But don't just take my word for it.
Of the 48 stocks recommended over the past two years, 29—more than half—have already been dropped with an average gain of 15.1% on an average holding period of only about six months. By comparison, S&P 500 has barely averaged a gain of just 3.3% over the same spans. This includes recent winners such as H&R Block (HRB), GigaCloud (GCT), Karat Packaging (KRT), Thorne HealthTech (THRN) and Build-A-Bear Workshop (BBW), which were only held for 7 months, 1 month, 2 months, 8 months and 6 months, respectively. The result? A 38% climb in HRB versus a gain of just 10% in the S&P 500; a 52% surge in GCT compared to a loss of 4% in the S&P 500 over the same span; a 44% jump in KRT that was more than sixfold better than the 7% gain in S&P 500; a 44% rise in THRN versus a gain of only 9% in the S&P 500; and a 25% climb in BBW that trounced the 10% rise in the 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 | SciPlay (SCPL) | 19% | -17% | Expedia Group (EXPE) | 20% | 4% | Extreme Networks (EXTR) | 35% | -2% | Photronics (PLAB) | 50% | 4% | The Hackett Group (HCKT) | 50% | 42% | CRA International (CRAI) | 66% | 28% | Sprouts Farmers Market (SFM) | 34% | 6% | Veeco Instruments (VECO) | 30% | 2% | Edgewell Personal Care (EPC) | 32% | 6% | Huron Consulting (HURN) | 29% | -4% | Natus Medical (NTUS) | 46% | -5% | I want to do everything in my power to help you put this exceptional advisory to work for you. That's why I'm sending you this invitation to try Forbes Investor at LESS THAN the original Charter Member rate 23 years ago. Join today and get immediate access to our portfolio of 25 highest conviction stocks. You will also get two new deeply valued recommendations each month, companies that have been carefully selected for their ability to outperform the broader market. Forbes Investor usually costs $197 a year, but in honor of Forbes Investor's 23rd Anniversary 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 23 years ago. So don't delay—this limited–time invitation is only available until midnight on Sunday, December 31st. 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 this year. I hope you decide to take me up on this exclusive offer. Sincerely, Steve Forbes Chairman and Editor–in–Chief Forbes Media P.S. As an additional benefit for responding quickly, U.S. residents will also get one year of Forbes magazine, our award-winning flagship publication, delivered right to your door (a $66 value at the newsstand). Hurry—this offer is only valid until midnight on Sunday, December 31st. Get Forbes Investor now for just $99.
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