By Kris Sayce, editor, Casey Daily Dispatch
We refer to him as the “Indiana Jones” of investing.
The name seems to fit.
Of course, he’s way too humble to agree…
But what else can we call a guy who faces danger head on?
Like dodging landmines in Laos – remnants of the Vietnam War…
Getting “chased” by land leeches (the video of that event looks as horrifying as it sounds)!
And avoiding cocaine fields and guerilla fighters on another of his expeditions.
He’s done this, not for archaeological research (like his movie namesake), but in the name of investment research.
The kind of research that has helped him deliver gains of 187%, 241%, 247%, and 326%.
Last year, the research undertaken by this “Indiana Jones” of investments and his team helped his readers lock in gains as high as 2,805% and 4,942%.
While all of those gains are terrific, we’ll focus on the last two today. And the opportunity that you’ll have to get in on the next big play.
We’ll explain exactly how below…
If this is your first time reading the Dispatch, welcome. If you’ve been here before, welcome back.
At the Dispatch we have two goals:
To introduce you to the most important investing themes of the day, and
To show you how to profit from them.
We do this by showcasing ideas from our cast of in-house investing experts. Among them is our own “Indiana Jones” of investing – venture capitalist, geologist, entrepreneur… and investor, Dave Forest.
An Important Event for Casey Research Readers
We won’t pull any punches here.
The next two weeks will be the most important period for you as a Casey Research reader.
No qualifiers… No “could” or “maybe” or “potentially.”
Straight up, it will be the most important.
It all culminates in a special event, hosted by Dave Forest himself.
Today, we’ll reveal some of the details of what it’s all about and why you should make sure you’re there.
(By the way, you can save your spot for the October 20 event right here.)
What Could Be Better Than a 4,942% Gain?
So, what is it all about?
Well, it’s got to do with our favorite investment type – warrants.
In particular, it’s a set-up happening in the coming weeks, which Dave says will virtually guarantee a big investment return.
That’s why he’s holding the event on Wednesday, October 20… to make sure folks have enough time to take in all the information and research, before buying in.
Dave says if you get in before mid-November… the returns could outscore his two previous biggest gains.
The biggest was a trade in a little-known company called Purple Innovation. This opportunity flashed up as a buy back in February 2019.
The stock was trading around $5.75 at the time. Eighteen months later, the stock was trading around $30. That’s when Dave told his readers to sell.
Now, if you do the math, that isn’t a 4,942% gain.
It’s “just” a gain of 421%. That’s still pretty good, especially when you consider we had the COVID-19 crash occur bang in the middle of it.
But why the difference in the gains? That’s where the warrants come in.
Rather than paying the full stock price of around $6, investors who followed Dave’s advice were able to buy in at just 19 cents.
That’s because they didn’t buy the stock… they bought the warrant.
And when the stock went from less than $6 to more than $30, at the same time, the warrant went from 19 cents to $9.57.
That’s the 4,942% gain!
You can see the comparative returns in the chart below:
So how does that work? Look, we won’t get into all the details here. But the quick story is that companies issue warrants as a kind of incentive.
It’s a way to attract investors. By offering warrants, the company is rewarding an investor for having faith in what the company is trying to achieve.
No Better Way to Invest Than This
Remember, the companies themselves are less likely to be large blue-chips. They’re more likely to be mid-caps… the kind of company that many investors would consider to be riskier.
So to offset that perceived risk, the company will issue warrants, which actually lets the investor reduce their risk. How?
Because rather than laying out the full price of the underlying share (in the case of Purple Innovation, $5.75), investors only had to lay out 19 cents for the warrants.
It reduces risk because instead of staking (say) $5,000 in the stock, an investor only had to invest $1,000… or even just $500.
And yet, despite the smaller stake, they were still able to benefit from the rising share price.
For instance, $5,000 in the Purple Innovation stock would have turned into $26,050. A nice return.
But a $500 stake in the Purple Innovations warrants would have turned into $25,210. Pretty much the same end result, but investors only needed to put one-tenth the amount at risk.
You see how it works?
This isn’t the only example. They did it again with Blink Charging, an electric vehicle related company.
At the time of the recommendation, the stock was trading around $3.50. By the time Dave recommended selling, just over 18 months later, it was trading above $26. All up, a gain of 642%.
But Dave didn’t recommend the stock. His readers were in the warrants, which traded at just $1 in February 2019. When Dave issued the sell, they traded above $29.
That’s the 2,805% gain.
The difference is obvious…
Less money down…
The chance to lower your risk…
We truly can’t think of a better way to invest than this.
That’s why we want to make sure you know all about the next opportunity. And that’s where the event on October 20 enters the picture. And this one has a surprising connection…
How to Ride the Next Big Warrant
It involves Jeff Bezos and Amazon.
Few folks know that Amazon has made more than two dozen investments over the past few years… and many of those deals have involved warrants.
Now, Bezos and Amazon have another deal in the works.
And according to Dave, he says he’s never seen a deal with the potential to make his readers as much money as this… ever. In fact, he says that those who get in before mid-November will be able to make 49 years’ worth of profits… in one year.
It’s an opportunity so historic that Dave is holding his first event ever on Wednesday, October 20 at 8 p.m. ET to get the word out.
It’s called the “Zero to Retirement Summit.” And if you join him… he’ll give you all the details about Amazon’s next target.
You don’t want to miss it… so make sure you reserve your spot right here.
Editor, Casey Daily Dispatch
P.S. This story is so big that we’ve asked Dave to personally share more of the details with you. So stay tuned to the Dispatch between now and October 20, where we’ll explain more of this opportunity to you.