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Stansberry Digest

A Gray Swan and a Market Divide

U.S.-Iran talks stall... Approaching 'unheard of' levels in the oil market... This is a gray swan... Semiconductor euphoria continues... Other sectors worth looking at... Do not touch SpaceX stock until you've done this...


About that 'ceasefire'...

As we've been saying, it doesn't look like one.

This past weekend, there was another round of back-and-forth attacks between the Iranian and U.S. militaries in the Persian Gulf, including right in the Strait of Hormuz.

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Episode 467: Value Investing Is Dead. Here's What Replaces It.

In this week's Stansberry Investor Hour, Dan welcomes Matthew Tuttle to the show. Matthew is the CEO of Tuttle Capital Management, a firm that focuses on breaking away from conventional Wall Street wisdom by using its own ETFs that target new investment opportunities.Matthew kicks things off by discussing the "death of value investing" and what he believes is contributing to it. First, with the advent of the Internet, information was more accessible to ordinary people, so a lot of the edge from learning crucial details was lost. Second, folks lost interest in value investing. When COVID-19 struck, a lot of new investors spent their stimulus checks on meme stocks instead of solid companies. But while Matthew thinks it's dead, he says the new value stocks are in heavy assets, low obsolescence ("HALO") investing. These are stocks with physical assets, so it's unlikely that even AI could disrupt them...

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Berkshire Hathaway's two new investments – and what they mean for the stock; Updates on Willis Lease Finance, Intuit, ServiceNow, and Salesforce

1) Berkshire Hathaway (BRK-B) has been in the news over the past few days thanks to two announcements...First, it's paying $8.5 billion to acquire Taylor Morrison Home (TMHC), America's sixth-largest homebuilder. That amounts to $72.50 per share in cash, a 24% premium to Friday's close price.

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