Tech reporting powerhouse Wired.com writes, "David Gardner, Co-Founder of the Motley Fool investment advice empire...
... recognized early on that companies like AOL and eBay weren't transient sparks but flash points of incipient mass-market explosion."
NOW, David Gardner is directing members of his award-winning, top-rated investment advisory service to carefully consider:
The Final Stage of the Internet Land Grab
... and in particular, ONE STOCK to scoop up today if you missed Google (up 834%)... or more recently, Baidu (up 1,229%)... I urge you to read on and make an informed decision.
A MOTLEY FOOL INVESTIGATIVE REPORT —
Dear Fellow Investor,
Lean in, because I have a confession to make: I missed Google. And I missed Baidu too.
That's not easy to admit. You see, I'm Chief Investment Officer here at The Motley Fool. And my boss, legendary investor David Gardner, had Google and Baidu circled for considerable gains years ago. And yet, I didn't personally invest.
That's why I'm getting in touch with you today. To describe what could be our final shot to profit from the death throes of traditional, old-media advertising.
So let me reveal this opportunity for you in high definition. I'll even tell you the ticker symbol and everything you need to get started.
Because chances are you've never heard of this company. Despite the fact it's following, step by step, the same path Google took almost 15 years ago... and Baidu successfully followed 10 years ago.
Yet, this small company isn't operating in the United States, which has the second-most Internet users globally. Or in China, which has the single greatest number of Internet users in the world.
INSTEAD, the final stage of the Internet land grab will happen in a country with over 140 million people, 80 million of whom are about to get online in a big way...
What makes me so sure? I'll share all my reasons with you. Beginning with the signs pointing to an Internet explosion like the one we experienced here in the U.S. during the late 1990s. Take a look:
And the company I want to tell you about today has the ability to use its 60% market share to totally dominate the online advertising industry when the death of the traditional, old media empire begins to fall.
Before I tell you more about this early-stage company, armed with a handful of unmatchable advantages...
And to do this, let's go back in time to 1996...
Just west of Palo Alto, California, two PhD students at Stanford University were working on a research project for the school's digital library. They'd been friends for a few years, ever since one volunteered to give the other a tour of the college campus.
Now working on the Stanford Digital Library Project, they began developing a search index that used an algorithm called PageRank. It was a way to rank pages based on their importance. In order to provide people with better search results.
The project for the two friends, Larry Page and Sergey Brin, turned into Google. Which they launched in 1998 out of their friend's garage in nearby Menlo Park.
Google's landscape-changing success can be boiled down to a simple formula. And you'll soon discover it's a repeatable one, as Baidu has proven in China. You'll also see how this can mint money for those companies poised to command it. Have a look...
Google started out in the late 1990's. A time when more and more Americans were gaining more and better access to the Internet...
In 1998, Internet penetration in the U.S. was about 41%. By 2010 that percentage had skyrocketed to over 70%.
Larry and Sergey saw the future. And placed all their chips on becoming the number-one search engine.
They developed complex English-based algorithms that produced unmatched results. And once their core search engine business was in place, Google introduced ads alongside search keywords.
Google then began to predict consumers' interests based on past behaviors. And the ads and content became even more targeted. Consumers were quickly finding exactly what they wanted. And the businesses paying Google were thrilled with the ever-increasing success of their ads.
Google then added chat and photo-sharing to its webmail services. It launched its own web browser, and developed a mobile business. And advertisers jumped at the chance to sell products to users online, which in turn let Google watch the money begin to pour in...
Just think how much money you could’ve made if you had pulled the trigger and bought shares of Google early on. Back when Google’s search algorithm simply produced the best results for Internet users in the U.S.
And just as Google was positioning itself to:
U.S. advertising agencies woke up. They realized that “new media” companies like Apple, Amazon, Google, and Facebook were three times as valuable as the “old media” companies like Time Warner, Comcast, and Viacom...
No longer would they let “old media” companies dominate their ad dollars. No longer would they try to just sell on radio, TV, newspapers. Customers were online, and so that’s where they would go too.
In fact, online advertising in the United States has become the second most explosive and lucrative media channel — dwarfing traditional print, radio, and outdoor ads. You can see that it is only second to television advertising and is gaining significant ground.
However, you can also see that the Internet land grab is slowing in the U.S. — online ad spending only grew by about 21% in 2011 (look at the chart on the left below). However, the country we’re calling the Internet’s final frontier... well, it’s still in the very early stages of its growth cycle. Just look at the chart on the right below.
That’s right — in 2011, online ad spending grew by over 56% in this country alone. And despite that phenomenal growth rate, its total spending is still way below that of television and print media/radio combined.
Double-digit growth rates are expected to continue in the U.S. until about 2014, at which point growth will slow into the single digits. The bottom line is that the hey-day of big boom spending is behind us — at least in terms of getting in before the rest of the crowd.
Fortunately for investors like you and me, there’s still one place where growth rates online have nowhere to go but up. And within that country is what I’m sure will be the next Google... the next “forever stock” of a new generation...
In an uncanny coincidence, two schoolboy buddies (sound familiar?) on the other side of the world founded a company in 1990. And in 1993, they began to use their native language as a basis for improving algorithmic-backed search results...
In 1997, their search engine went live in one of the most prestigious and historical cities in the world. In 2000, the company incorporated as a stand-alone business.
And similar to Google, this company is “of strategic importance” to its home country... In fact, rumor is that this country's government has a “golden parachute,” and holds a 25% ownership stake, making this company almost invincible to a foreign sale...
It's growth, war chest of cash, and the backing of its own government combine to create a moat from which it can roll out new and innovative products that are almost unrivaled and certainly dominant in almost every measureable way.
Because analysts tend to use old business models and assumptions to view new opportunities. And that hardly ever works with companies like this one. It’s like driving your car by looking in the rearview mirror!
It’s gotten so bad, in fact, some on Wall Street are even cutting their price targets on this company. I’ll talk more about this key point later... and why it is so incredibly important, and provides as a unique opportunity.
But first, allow me a proper introduction...
My name is Andy Cross, and I’m the Chief Investment Officer for The Motley Fool. I oversee all of the recommendations made by our award-winning financial newsletters. And I have had the great fortune of watching one advisor make game-changing stocks picks, over and over and again, since 2004...
I began working with him over 16 years ago, and since he sits only a few seats away from me, I can still tell when he’s adamantly excited about a company that is developing a technological moat that looks impossible to rival...
The analyst I’m talking about is David Gardner — co-founder of The Motley Fool and Chief Advisor on the Rule Breakers stock-picking service. You’ve probably already heard of David through one of his many CNBC appearances, or perhaps you’ve read one or more of his best-selling investment books...
Or maybe you’ve heard about his unbelievable knack for recommending game-changing stocks to his readers long before they become household names... stocks like eBay in 1999 (up 290%)... Starbucks in 1998 (up 705%)... AOL in 1994 (up 4,116%)... and Amazon in 1997 (up 8,126%)...
Or possibly you even saw the most recent issue of Hulbert Financial Digest from industry watchdog Mark Hulbert... it named Rule Breakers as one of the top-10-performing newsletters since the market peaked in 2007...
Today's Company is a True Rule Breaker
A “top dog” is a company that dominates its industry... and a “first mover” is a company with a technology or business model so superior and revolutionary that it disrupts an existing industry and creates an entirely new one.
On the rare occasion that you find a company that is both a top dog and a first mover, it usually means the company has a “wide moat” that keeps competition away... And the chances are pretty good that you’ve found your next big winner...
Just think of eBay in the online auction market... Amazon in the online retail market... or Intuitive Surgical in the medical industry. (David has led investors to incredible gains with all three.)
These companies redefined the way business was done, launched entirely new industries, and continue to dominate those industries to this day. And you don’t need me to tell you how handsomely they’ve rewarded shareholders along the way.
The company I’m going to tell you about today is 100% a first mover and a top dog. Starting out in the early 1990s before the Internet was barely a household name, this company has a 10-year head start over other companies. That is the definition of a FIRST MOVER.
There’s simply no question about its TOP DOG status. With over 60% market share and no domestic rivals to speak of, the company has the room to innovate, reinvest in itself, and continue to fuel growth. And it’s doing exactly what Google did in the U.S. — using top dog status to give consumers the best, most popular products...
And pretty soon it’s going to make shareholders like you and me a bundle! Read on to discover the ticker symbol, “buy-under” price, and how much you can expect when it takes off!
So you can understand why I stand up and take notice when David and his team circle an opportunity and describe it as a potential blockbuster...
Because this little company I’ve been telling you about has all of the traits of what David likes to call a “top dog” or “first mover”... these are the traits that make a real Rule Breaker. They’re the traits that identify a company — before the rest of the market — that can literally take your investment dollars and triple, quadruple them... in a matter of years.
Many of the companies David recommends are misunderstood by analysts at first, which gives individual investors like you and me a HUGE advantage...
First, David and his team will zero in on companies with:
Then, they look for that special advantage I just mentioned, you see...
Recently, I took a look around to see if the company we’ve been talking about, our last chance at the Internet land grab, is being touted as a “buy”...
The answer is a big “no”. It’s quietly flying under the radar, because most analysts are missing an enormous piece of the puzzle that makes this company so incredibly compelling...
This reminds me of 2005, when David Gardner recommended shares of a medical device company called Intuitive Surgical... the company’s prospects just weren’t well understood back then.
It was praised for innovation and its da Vinci surgical robots. But overall sentiment among analysts was that doctors would be reluctant to buy such expensive machines, and patients would be reluctant to have surgery done by a robot.
Instead, patients requested it because of better outcomes and a less invasive operation. The result has been hundreds of thousands of da Vinci operations per year, and a 1,012% return for investors who followed David’s first recommendation.
Dr. Rob Mordkin shows David Gardner how the da Vinci machine works at Virginia Hospital
Here’s the sweet spot in all this for you: analysts are making a similar mistake again; they’re not recognizing the real opportunity built into the final stage of the Internet land grab...
You see, while companies like Apple have over 50 analysts ruminating over it, this company, believe it or not, has just 17 Wall Street analysts following it. And there’s one thing almost all of them are totally ignoring...
With so few analysts watching the stock, it’s not surprising they’re about to miss a big one. Again. Take a look...
The analysts recognize online advertising will rise. But they see it as a “supplement” to old media like radio, newspapers, and TV. They cite consistent TV viewing hours as a reason to downplay the 275% jump in online viewing hours over the last four years...
Earlier I mentioned there was ONE key point that analysts were missing. One key point that will keep them from realizing the extraordinary potential this company has in front of it. And here it is...
What they’re missing is the fact that the Internet isn’t a supplement to radio, or even TV.
It’s a replacement. A substitute.
Low-cost technology allows people to buy ‘Smart TVs’, television sets that feature an integrated Internet connection. According to recent polls, roughly 56% of viewers surfed the Internet, 40% used social networks, and 29% bought products — all while simultaneously watching TV.
And this phenomenon of “multi-tasking” isn’t limited to North America, or the wealthiest of nations. Because competition is so fierce, prices are forced downward, and technology has become incredibly low-cost — for everyone, everywhere.
In the U.S. alone, online advertising has grown from 23% of the total in 2006, to over 37% in 2011. Print is only 9%, while radio is a measly 7%.
So let’s let those 11 white collar-and-cuff analysts call it a day and head to the bar. While we get ready to profit from the death of traditional, old media advertising...
We’ve done the work on this one. And I’m convinced it’s time to own the stock that seems destined to follow in Google’s footsteps...
Maybe you still don’t believe it’s as simple as applying a formula for success in one place to another place. Or maybe you think Google has unbeatable advantages in every part of the world. After all, it is called the World Wide Web, right? If so, consider this example...
In 2006, David Gardner and his team found a company that was doing EXACTLY what Google did just a few short years earlier...
It recommended subscribers to Motley Fool Rule Breakers buy shares of Baidu. In October, when David and his team recommended Baidu, the stock price was a measly...
$8.34 per share...
The stock price today...
$87.70 per share...
That’s a gain of 952% for every individual who followed David’s lead.
And the reason that Baidu, like Google, has become so incredibly successful is also simple. Baidu uses Chinese-based algorithms to create its search results — this is something you should not ignore.
You see, the Chinese language has so many different dialects, and the same words have different meanings in different dialects.
Baidu, operating in its native language, had an immediate and enormous advantage over Google, operating in English. And over the past few years, its market share in China (a country with a population of over 1.3 billion) has grown exponentially...
Its market share only two short years ago was about 64%. Today, it’s wrestled more and more market share away from Google, and controls a whopping 80% of the market.
Talk about a top dog in an industry. It’s no wonder that Baidu has delivered such superior returns to its shareholders since David recommended it...
And like Google did in the early 2000s, Baidu did as well. It generated gobs and gobs of revenue from advertising:
$469 million in 2008...
$1.2 billion in 2010...
And $3.6 billion in 2012...
That’s nearly 700% revenue growth since it became a public company... not that far off from Google’s 1,300% revenue growth. And it used that revenue, that warchest of cash, to fund future products and services.
Similar to Google, Baidu began to master image searching, digital mapping, web browsing, cloud services, and photo sharing — and shareholders like you and me made a bundle!
David and the Rule Breakers team looked at the core traits that made Google and Baidu both so massively successful...
They applied this lens to their stock research... and found the company that I’m going to reveal today...
This company operates in a country where Internet penetration — the ultimate sign of how much growth is left in terms of Internet users — sits at a paltry 44%.
This is well below countries like Latvia... Albania... Portugal... Greece...
But it is eerily similar to the Internet penetration of the U.S. in 1999...
But despite the fact that such a small portion of the population is using the Internet... the ones who are online have high-speed access. In fact, two-thirds of the users in the country's largest city are using broadband, whereas only a third of U.S. residents are using broadband.
Why does that even matter?
Because the more people who use high-speed, quality access to the Internet... the more they can do... the more videos they watch... the more games they play...the more content they consume... the more items they buy... and the more money ad agencies spend on digital...
This bodes well for any website or technology company in this country that can directly benefit from advertising dollars spent online...
In addition, like Baidu in China, this company operates in a country with hundreds of different dialects, and pronunciations, so searching for terms based on English algorithms just isn’t sufficient.... It’s not only confusing if you’re just someone trying to learn the language, but it can be downright impossible if you’re searching for a specific term online.
Fortunately, the company I’m going to tell you about is 100% home-grown, and has built its algorithms from the ground up, giving it a succinct advantage over Google.
And that's such a large part of why David Gardner and his team are so excited about this opportunity... They recommended Google in both 2008 and 2009... they recommended Baidu in both 2006 and 2008, and now they've followed up on the death of traditional old-media advertising with a brand-new recommendation in October 2012...
Recently, David had these things to say about the company:
In fact, the team is so excited about the fortune-building potential of the company I’ve been telling you about today that they’ve just put together a brand-new premium research report that runs down ALL the reasons they think it will be one of their biggest winners yet. It’s called “Following in Google's Footsteps: One Stock to Profit Off the Death of Old Advertising” and it will give you everything you need to get invested in this breakout stock today.
When you consider all the headwinds this company is facing in its home country, the millions of people it already has online (and the millions to come), and its dominant market share, I’m sure you’ll be convinced that this is a stock you can’t pass up. You’ll be convinced that finally, you’ll have gotten in on a ground-breaking stock before the rest of the market, and before the cash starts rolling in for anyone who invested in this no-name company.
Many of the companies David recommends are misunderstood by analysts at first, which gives individual investors like you and me a HUGE advantage...
David picked a ground-breaking medical device company called Intuitive Surgical in 2005, and it’s since gone up by over 1,012%...
David picked Rackspace Hosting, a cloud-computing service provider, in 2009, and it’s since gone up by over 419%...
And back before it was a household name, David picked Chipotle, in 2007, and it’s since gone up by over 438%...
And here are just a few more of the incredible investment opportunities he’s led investors to recently:
Vertex Pharmaceuticals — Up 425%
Catamaran — Up 898%
MercadoLibre — Up 568%
Universal Display — Up 226%
Salesforce.com — Up 549%
If you’re anything like me, these are returns that are worth getting excited about. And you can get a jump-start on learning everything you need to know about this extraordinary company by taking me up on our free report, “Following in Google's Footsteps: One Stock to Profit Off the Death of Old Advertising.”
As a “thank you” for sticking with me today, I’d like to give you the chance to claim a free copy of this special report.
That way you can position yourself ahead of the masses that will inevitably begin flowing into this stock once Wall Street fully wakes up and catches on to this opportunity.
And to celebrate the possibility of this enormous financial windfall, you can join David Gardner’s exclusive inner circle at Rule Breakers without any risk or obligation for just a fraction of what investors like you normally have to pay.
And you’ll always be among the first to know about the “top dogs” and “first movers” that are about to hand investors monster profits.
So why accept this gift from me and The Motley Fool? Because that way you'll always get the best stock picks before Wall Street catches on, plus you'll be able to position yourself to take advantage of the opportunity I have been telling you about today, right away.
When you consider all of the tailwinds that the company I’ve been talking about is experiencing in its home country... the millions of people online (and hundreds of millions to come), the infrastructure build-out to continue the move to fast online access, and the fact that this country is poised to profit from the death of the old advertising model... I think you’ll agree that there’s never been a better time to buy.
That’s why I’d like to rush you a copy of our just-released report, “Following in Google's Footsteps: One Stock to Profit Off the Death of Old Advertising.” You can even download it and print it out this minute, if you like.
And again, I want you to have it with my compliments.
It’s a personal invitation to sample everything Rule Breakers has to offer for an entire month — without having to risk even one dime.
Why accept that?
Because that way you’ll have a FULL 30 DAYS to explore — and profit from — all of the unique wealth-building tools that Rule Breakers has to offer...
And if after a month you’re not 100% convinced that Rule Breakers can help you grow your hard-earned money into a lasting fortune — or you just don’t feel it’s right for you — simply call our customer service hotline and ask for Andy.
He works right down the hall from me and will be happy to promptly and courteously refund every last cent — no questions asked.
And should you want to cancel at any point after your first month, that’s fine too. We’ll happily refund the full dollar value of the remainder of your membership term. Again, no questions asked.
But I must insist on one point...
Regardless of how long you’re with us, your copy of “Following in Google's Footsteps: One Stock to Profit Off the Death of Old Advertising” ... plus all the valuable research and reports you can access on our members-only website... plus two special bonus reports valued at over $125 (full details ahead) ARE ALL YOURS TO KEEP — with our compliments.
This is our “keep everything” & “risk nothing” DOUBLE GUARANTEE.
It’s also our way of saying “thank you” for giving David Gardner and Motley Fool Rule Breakers an honest shot at helping you achieve your financial dreams.
Of course, this kind of guarantee makes it possible for you to snap up everything we’ve mentioned today and not pay a single cent.
And that’s fine with us. That’s how confident we are that our hard work and diligence can help make you some serious profits... and how sure we are that once you see everything Rule Breakers has to offer, you’ll want to stick around for the long haul.
Speaking of which...
The instant you join us I’ll send you a copy of “Following in Google's Footsteps: One Stock to Profit Off the Death of Old Advertising” so you can position yourself to profit from the incredible growth opportunity that I’ve told you about today.
Plus as an added bonus I’ll throw in one of the most successful and highly-sought after special reports we’ve ever put together here at Motley Fool Rule Breakers. Have a look...
“The 3 Kings of Cloud Computing” (a $29 value — yours FREE!): Reveals David Gardner’s top three cloud computing plays (including two little-known stocks that are already up 21% and 419% — yet are poised to soar much higher) and shows you exactly how to position yourself to cash in on this fortune-making investment boom.
Of course, you’ll also get immediate access to everything on our exclusive password-protected, members-only website, including...
Live Interactive Scorecard — Constantly updated throughout the trading day, so you can see exactly how every Rule Breakers pick is doing relative to the S&P 500. Plus, simply click on any stock to find in-depth research, write-ups, discussion boards, and much more.
Weekly Updates — So you’ll have all the important information you need, from when to buy and sell to analysis of specific developments that affect your money. And, of course, access to all previous updates is never more than a click away.
24/7 Access to All Back Issues — So you can easily get the full story on all our past Rule Breakers recommendations — when it’s convenient for you.
Lively Discussion Boards — Where you can get the inside story on a stock directly from the candid experiences of the company’s employees, customers, and investors. You can also post questions or talk stocks with other members and the Rule Breakers team at any hour of the day — all from the comfort of your home.
Then, on the fourth Wednesday of every month you’re with us, you’ll receive an email alerting you that a brand-new issue of Motley Fool Rule Breakers is available online.
You can download and print this electronic issue anytime you like — and, for your convenience, we’ll also mail a hard copy directly to your home or office.
Each new Rule Breakers issue contains the full story on not one — but TWO — breakout growth stocks that can help you lock down some serious profits.
And every Rule Breakers recommendation comes with an in-depth research write-up — including a company profile, product descriptions, competitive analysis, risk analysis, and discussion of the company’s finances and sales prospects.
And you might think that we would, too — especially considering that our average stock pick is outperforming the S&P 500 by a 27% margin.
But believe it or not, you can put David Gardner and the entire Rule Breakers team to work for you for a mere fraction of that.
In fact, normally you can join Motley Fool Rule Breakers for just $299 per year.
I think you’ll agree that’s a bargain in itself, considering all the valuable wealth-building tools and fortune-making stock picks you’ll have access to.
Neil A. of Brookline, MA, certainly seems to think so. He recently wrote us to say:
"Paying for your services is the best money I spend, and I extract FAR more value than I am paying in. You can take the profit from any of the big winners I have bought because of you guys and that alone more than covers my cost."
But, because I want to make absolutely sure that you don’t miss out on your chance to profit from the company that is tracing Google’s footsteps, I have put together an even better deal for you.
So, if you take me up on this special offer right now, you can sample everything I’ve told you about today, risk-free, for 30 days and lock in the absolute lowest price we can possibly offer for two full years.
SAVING YOU A WHOPPING $349 off the regular membership price.
Of course, if you’d rather not take advantage of our absolute best offer, you can still join Rule Breakers for one year for the low price of $149.
That’s a full $150 less than many other investors gladly paid.
And when you do the math, it means you can get in early on rule-breaking, fortune-making stocks like these...
Vertex Pharmaceuticals — Up 425%
Catamaran — Up 898%
MercadoLibre — Up 568%
Universal Display — Up 226%
Salesforce.com — Up 549%
...for just $2.39 per week.
And don’t forget, you can sample everything Rule Breakers has to offer for a full 30 days — without any risk whatsoever!
Plus, as a final bonus, I’ll include one of the most comprehensive reports The Motley Fool has ever released (a $99 value) absolutely free when you join us at Rule Breakers today. Have a look...
Your shot at lucrative profits in 2013 awaits...
You'll discover these three stocks, plus nine more powerful profit opportunities, the instant you download your FREE copy of Stocks 2013: The Investor's Guide to the Year Ahead.
Don't forget — this is the highly sought-after report that, year after year, has handed investors market-beating returns. Our top pick from last year has already shot up 48%, while the market rose just 19%.
And I'm confident several companies featured in this year's report could do the same — or better.
Yet you’ll only pay a fraction of that — and you won’t have to risk even one dime.
In other words, you have everything to gain — but absolutely nothing to lose.
Of course, there is one catch...
I can only guarantee everything I’ve offered today if you join us right now.
More importantly, there will never be a better or easier way to position yourself to cash in on the opportunity that I’ve told you about today.
So please don’t risk missing out.
Simply click the START NOW button below to begin profiting today. Do it now. I look forward to hearing from you soon.
Here’s to the next generation of investment millionaires.
Chief Investment Officer
The Motley Fool
P.S. Remember, this is a unique win-win proposition because you’re covered by our special “keep everything and risk nothing” DOUBLE GUARANTEE.
P.P.S. All of my colleagues thought I was crazy to offer so many bonuses even if people don’t join us for the long-haul. But I’m confident once you see the difference Motley Fool Rule Breakers can make, you won’t know how you invested without it.
P.P.P.S. Don’t forget, to take advantage of this remarkable offer, you must join through this offer today!
All official returns as of March 28, 2013. Unless otherwise noted, all numbers as of April 12, 2013. Andy Cross owns shares of Chipotle Mexican Grill. The Motley Fool owns shares of Apple, Amazon.com, Baidu, Chipotle Mexican Grill, Catamaran, Google, Intuitive Surgical, MercadoLibre, Universal Display , and Starbucks and has the following options: long JAN 2013 $50.00 puts on Salesforce.com and short JAN 2013 $47.00 puts on Starbucks.