Editor's note: Joel Litman went on camera last week to interview company founder, Porter Stansberry, about one of the greatest market opportunities they've ever seen.

They were specifically talking about a financial concept called Negative Enterprise-Value, and why so many companies are in this situation right now... which, as they explain, should almost never happen...

Dear Reader,

There's still time left to watch Joel Litman's recent interview with Porter Stansberry.

But since you may haven't had time to watch it yet, let me fill you in on some of the most common questions we've received:

Question #1

"What exactly is the market anomaly that Porter and Joel are excited about?"

It all boils down to a simple math equation – one you can clearly spot and prove on over 250 different stocks, most of which are concentrated in one corner of the market.

And it presents you with a situation that shouldn't exist in the financial markets: The opportunity to buy companies trading for LESS than the value of the cash and other assets they have on hand...

And potentially make hundreds-of-percent gains in the course of a few months or days—not years.

If that sounds like something that shouldn't happen to this many stocks... in the same sector... all at once – you are correct.

Thanks to an unintended consequence of the Fed pushing interest rates to 40-year highs...

Porter Stansberry and Joel Litman agree that one group of beaten-down stocks today now represents "the single greatest opportunity" they've seen in their entire careers.

The technical term for this strange anomaly is "Negative Enterprise-Value" (or "Negative-EV"), and right now, it's happening to more companies than at any time in 20 years.

These companies mathematically shouldn't be able to stay in this position for long...

In fact, two weeks ago, one of them soared 99% in a single day when headlines announced it had been acquired by a larger company.

That's why Joel and his team at Altimetry spent weeks rolling up their sleeves and whittling down this universe of 250 stocks into their favorite handful of opportunities today.

We believe these are legitimate opportunities to make enormous gains, at a time when most companies are trading at historically high valuations.

For that reason, Joel encourages you to allocate a slice of your account to this short-term opportunity.

He's detailed the names and ticker symbols of his absolute favorite BUY recommendations in his new report:

Altimetry's Best Negative-EV Opportunities for 2024

Question #2

"If this sort of thing is so rare, why is it happening today?"

There's only one reason we have this opportunity today...

And like many of the stories that have dominated financial headlines in recent years, it starts with the Federal Reserve.

For essentially 15 years, the Fed kept rates at or near zero.

Companies borrowed cash hand over fist, and stocks basically went straight up.

But that all came to a halt in 2022.

That's when the Fed initiated the most aggressive rate-hiking policy in our country's history in a bid to tamp down inflation...

As a result, stocks experienced their worst year since 2008:

And it caused the biggest crash in bonds ever...

With the value of the US Treasury market – the long bond – dropping about 50% from its peak:

You see when people begin to panic-sell stocks... they don't stop and pick and choose what to sell.

Instead, they sell everything...

And while some of the largest tech companies have recovered since they crashed in 2022...

Like Meta, which is now up something like 500%:

And Nvidia, which is up 700%:

Here's the thing...

Not all of those beaten-down stocks rebounded.

At least, not yet.

And therein lies your opportunity today...

You see, the one group of stocks Joel is looking at are known to fly far higher than any other stocks in good times...

As a result, these companies tend to fall far lower than any others when stocks are crashing.

Today it's created a complete distortion – an anomaly.

In short: We're looking at a universe of over 250 companies that are now in a rare unicorn situation where they are trading for less than the sum of their parts.

Meaning, companies whose shares are trading so low that their current assets –cash on hand, receivables, inventory, minus all their debts – are worth MORE than the company's total market value.

This is essentially like trading 50 cents for a dollar.

Less than 1% of the stocks in the market ever end up in this situation.

Which is why Joel and Porter were so excited to share this story with you.

As they detailed in Joel's new briefing, this situation will likely only last a few months... or possibly weeks.

One way or another, Joel expects it to correct itself soon.

However, before that happens, you can access the list of his favorite BUY recommendations in his new report, Altimetry's Best Negative-EV Opportunities for 2024.

Regards,

Rob Spivey
Director of Research, Altimetry