Welcome to the 25th edition of our newsletter! We’re mixing it up a little today, and looking at all the stocks that we’ve mentioned in our newsletter. Before we get to that, though, we have to get to our weekly updates.
Our Cava post broke our record for the most viewed post at 120 views, as well as our highest open rate ever. Thank you so much for the support, it’s so motivating to see the positive response to what I consider to be the best writing piece I’ve made yet. Thank you!
Join our private subscriber chat, to communicate with other investors, and to share with me what you would like to see from the newsletter. You can go there by simply going to our Finance Forever home page, and clicking on the chat tab. Looking forward to seeing you there!
That’s all the updates for today, let’s get to the story.
We’ve been around for about 2 years, and have written 25 posts on Substack alone, so I wanted to mix it up a little. I think it is important to look at how our stock reports have done and be transparent with our readers, so I’m excited to show you how the performance of these specific stocks. There are some wins and losses, but the returns are pretty exciting, considering it is widely known that picking good individual stocks is extremely difficult.
🚨Disclaimer: before we start, do not consider this as financial advice of any form. Make sure to consult your financial advisor or do your own additional research before you invest in any stock, crypto, or startup mentioned in this newsletter. Thank you!
One last note - all of the price UPDATES were as of 1:00 PM ET, July 14th, 2023.
Thank you to everyone who has supported us so far!
Stocks
Tesla
Type: Buy
Price per share and date at the time of recommendation: April 1st, 2020, $32 (adjusted for stock split)
Price now: $281.38
Gains: 779%
Shift4 Payments
Type: Buy
Price and date at the time of recommendation: July 24th, 2020, $35.40
Price now: $67.13
Gains: 90%
Sundial Growers
Type: Sell Short
Price and date at the time of recommendation: February 17th, 2021, $20.80
Price now: $1.40
Gains: 93%
Deliveroo
Type: Sell Short (Now covered)
Price and date at the time of recommendation: April 1st, 2021, $370.29
Price now: $153.63
Gains: 58.39%
Coursera
Type: Buy
Price and date at the time of recommendation: April 5th, 2021, $45.78
Price now: $13.59
Losses: 70%
Poshmark
Type: Sell Short
Price and date at the time of recommendation: April 5th, 2021, $43.89
Price now: $17.90 (acquired by Naver Corp, this was the last closing price)
Gains: 59%
CRISPR Therapeutics
Type: Buy
Price and date at the time of recommendation: April 5th, 2021, $119.41
Price now: $59
Losses: 51%
Lending Tree
Type: Sell Short
Price and date at the time of recommendation: April 9th, 2021, $227.55
Price now: $26.56
Gains: 88%
GM
Type: Buy
Price and date at the time of recommendation: April 9th, 2021, $60.16
Price now: $40.50
Losses: 33%
Lordstown Motors
Type: Sell Short
Price and date of recommendation: April 20th, 2021, $150.30 (adjusted for reverse stock split)
Price now: $2.62 (Lordstown is actually now bankrupt, a short sale can’t get much better than this!)
Gains: 99% - This is the highest return possible for a short sale!
Cricut
Type: Buy
Price and date of recommendation: April 20th, 2021, $20.00
Price now: $12.39
Losses: 39%
WeWork
Type: Sell Short
Price and date at the time of recommendation: June 16th, 2021, $12.05
Price now: $0.28
Gains: 98%
BarkBox
Type: Buy
Price and date at the time of recommendation: June 16th, 2021, $10.64
Price now: $1.41
Losses 87%
monday.com
Type: Buy
Price and date at the time of recommendation: July 16th, 2021, $198.68
Price now: $174.56
Losses: 12%
SoFi
Type: Buy
Price and date at the time of recommendation: December 19th, 2021, $11.22
Price now: $9.08
Losses: 19%
Brilliant Earth
Type: Buy
Price and date at the time of recommendation: December 19th, 2021, $15.16
Price now: $3.94
Losses: 74%
Freshpet
Type: Buy
Price and date at the time of recommendation: December 19th, 2021, $93.13
Price now: $65.91
Losses: 29%
C3.ai
Type: Buy
Price and date at the time of recommendation: December 19th, 2021, $31.81
Price now: $37.23
Gains: 17%
Blue Apron
Type: Sell Short
Price and date at the time of recommendation: December 19th, 2021, $90.72 (adjusted for reverse stock split)
Price now: $5.18
Gains: 94%
ZIM Integrated Shipping Services
Type: Buy
Price and date at the time of recommendation: December 19th, 2021, $50.96
Price now: $12.74
Losses: 75% (not including dividends)
If you had invested $50 into each of our recommendations, or $1,000 total, it would now be worth $1,765.00. This represents a 76.5% increase overall between all of our recommendations, beating the S&P 500’s increase of 61% over that same time frame (since our first recommendation).
Well, that wraps it up for today! Look out for some exciting things coming soon, and if you would like to help out with the newsletter, please consider sharing this with a friend or colleague that isn’t already reading this. Thank you!
Happy 25th, Finance Forever!!! I am seriously impressed with the quality of your recommendations. Gains of 779%?!?! The highest returns possible for a short sale! Solidly beating the S&P!! WOW. Congratulations and I am looking forward to many more newsletters 🥳🥳🥳🥳