Dear Reader,

Tech stocks?

Right now?

Are you crazy?

Despite their February bounce back, most technology stocks are still in the red this year.

Meta’s 26% one-day wipe out is still fresh in the memory.

It lost the combined market cap of our Big Four banks in a single trading session.

One catalyst was lower earnings and user growth forecasts.

The other was the company’s recent pivot to something you may have heard a bit about recently: ‘the metaverse’.

A move one analyst described as a ‘brain fart’.

As this tweet suggests, a lot of investors aren’t buying Meta’s vision of a virtual and augmented future:

Source: Twitter

Source: Twitter

The tweet is correct on one count.

The metaverse does not exist…yet.

And Meta (previously Facebook) is probably not the company to lead it into existence.

Hence the investor backlash.

In the past, Meta CEO Mark Zuckerberg has been a follower of trends, not a maker of them.

I mean, even MySpace proved the social media concept before Facebook perfected it.

But if there’s one thing you should take away from this mania deconstruction report, it’s this…

The metaverse IS coming

Even if tech stocks get smashed even more this year.

Even if Facebook/Meta goes the way of MySpace.

The metaverse, in some shape or form, is inevitable.

There’s a very good chance we’ll be shopping, learning, investing, seeking entertainment, and doing business via the metaverse within a few short years.

Problem is, there’s just so much nonsense surrounding it right now.

In this report, we take a sceptical look at what the metaverse means for your money, the markets, and society in general.

You’ll get a better grasp of the fact and the fiction.

You’ll understand the tech landscape post its first decent sell-off in several years.

And we’re going to highlight some stocks for you.

Five of them.

You likely won’t have heard of any one of them.

They’re not totally obvious metaverse plays — the kind you’ll land on if you Google ‘metaverse stocks’.

And the timing on these five plays may seem counterintuitive considering the recent shakeout in the tech space.

But, as you’ll see, we have a good track record in this department.

We have form in seeing the wood for the trees in emerging manias.

And matching the right up-and-coming companies with the right market timing.

So if you’re curious about this whole metaverse malarkey…

If you’re suspicious you’re only getting a slanted angle on this trend from the gushing mainstream press…

And you’re interested in adding a few targeted — and at the time of writing, heavily discounted — metaverse speculations to your portfolio…

Grab your VR goggles and let’s dive in…

Spectacularly stupid

That’s one take on this new metaverse thing.

And the mania it’s sparking through tech, venture capital, retail investment, crypto, and pop culture worlds.

That dim view is from Phil Libin, CEO of video conferencing company mmhmm:

It is a gloss that uncreative people and companies put over fundamentally a lack of good ideas.

Harsh!

But is it fair?

After all, similar early-stage criticisms were aimed at cryptos, blockchain, the Internet…even the automobile.

Here’s the flipside view…

Investors need to think about the metaverse as nothing less than the digitisation of human activity…

…and the disruption of everything that hasn’t yet been disrupted.

Think back to the early days of the mass-market internet investment gold rush. 

Do a Google search and you’ll see this gold rush vibe is much more popular.

Which in itself should make a smart person cynical, right?

Especially when you consider who the second view comes from: Simon Powell, an equity strategist at US investment bank Jefferies.

So who’s right here?

The jaded tech bro?

Or the Wall Street hype man?

Truth is…neither!

Everyone is spewing out predictions for the metaverse right now.

And yet, when you have experience in investing in exponential tech trends at their birth…you learn things are rarely black and white.

You need to think creatively…but also see past the buzzwords and the future-casting and empty promises.

With trends like the metaverse, there is a framework you can use to give context to your strategic decisions.

It’s the Adoption Curve.

An adoption curve is the process by which a new technology is taken up by the public at large.

As this famous chart suggests, the pace of new tech adoption itself is growing exponentially — and is getting faster:

Cobie

Source: ResearchGate

It’s messy, but you can see that it took the telephone roughly 50 years to get close to 100% adoption.

In contrast, it took the smartphone only around three years to do the same.

So…when you evaluate a new trend such as the metaverse, you need to think about how fast it can grow once/if it gets traction.

As Geoffrey Moore, author of Crossing the Chasm, writes (emphasis added):

‘Every truly innovative high-tech product starts out as a fad-something with no known market value or purpose but with “great properties” that generate a lot of enthusiasm within an “in crowd”…

‘…then a new mainstream market forms, typically with a rapidity that allows its initial leaders to become very, very successful.

Right now, there’s a scramble to be the leaders.

Meta platforms like Decentraland and Sandbox have already rebounded from the dip, after Goldman Sachs announced it sees the metaverse as ‘an [US]$8 trillion industry’.

Investment firms are buying up virtual land like they did in Manhattan 250 years ago.

ETFs are being rushed out to capture the money of retail investors.

Metaverse-related SPACs and IPOs are coming thick and fast. 

Estimates from Wall Street of what the new meta-economy is going to be worth seem to be upgraded by the week.

Late last year, Bloomberg put an annual figure of US$800 billion out there.

By 26 January 2022, Forbes was saying:

The number predicted by Bloomberg is smaller than the eventual outcome’ and that ‘within 10 years, the metaverse will be a multitrillion economy by itself.

And keep in mind…

All this is unfurling amid a pretty dismal start to 2022 for wider markets in general.

First there was an initial splurge, with some stocks with even tangential ties to the metaverse exploding hundreds of percent within weeks of Facebook’s big announcement last year.

South Korean company Devsisters is a great example of an early mania in full swing.

And of companies sitting on IP only loosely exposed to the metaverse having a crazy stock run.

They make in-game universes. Their most successful game is a called Cookie Run.

By October 2021, its shares were up more than 1,200% for the year.

This mania isn’t restricted to metaverse stocks.

Existing crypto ‘mini-metaverses’ have skyrocketed…Decentraland sixfold and Sandbox eightfold.

No other token delivered close to the returns of Shiba Inu last year, dubbed the crypto world’s future metaverse star.

At the time of writing, the token is up more than…

…wait for this…

15,370,000% in the last year.

And that’s after the big crypto pullbacks seen recently.

That is a totally ridiculous gain, clearly.

And yet…meme-tokens like Shiba are not, in our view, the best way for a serious-minded investor to get an early foothold here.

Instead…

You need to look for the potential applications for metaverse enterprise that the wider market hasn’t spotted yet.

If we are indeed ‘ushering in a new era of human co-experience’ as Christina Wootton, Roblox vice president, put it…

WHO will do the ushering?

We’re placing our bets on five companies which — for now at least — are NOT in the mainstream conversation when it comes to the metaverse.

The idea is to get exposure now.

Ideally, while some of these assets are trading at a massive sell-off discount to where they were six months ago

These five plays span across different sections of this new megatrend.

They are not for the faint of heart.

It goes without saying that all tech small-caps are highly volatile and can have huge price swings both up and down.

Stocks caught up in a mania can be EVEN MORE volatile.

But the potential upside if just one of them catches fire is huge.

The point with Shiba Inu is not the 15 million percent gain…but the underlying driver behind it.

Shiba is the first crypto to dive full force into the metaverse.

Their long-rumoured ‘Shibverse’ has just been confirmed to launch this year.   

This is a megatrend where the people, places, and things of the real world finally collide with the digital sphere.

And anything showing just the slightest hint of being part of that future is getting bid up massively. 

All this may sound totally baffling to you.

Is what’s unfolding just ‘spectacularly stupid’? 

Especially if ‘this stuff is years, if not decades, away,’ as IDC analyst Tom Mainelli predicts?  

Or is this a one-time chance to buy the bedrock assets of Web 3.0?

The noise around the metaverse right now is deafening.

The noise around the wider financial market shakeout is louder still, at least right now. But also presents some opportunities to ‘get in’ at prices you may never see again…

As such:

We’re going to deconstruct this early mania for you — and chart a calculated course of action for you to take right now

Because there IS substance behind this hype.

A good analogy is real estate.

The shrewdest moves are made in an area you think will be blossoming five years from now…not five weeks or five months.

And trust me…

There IS an opening for some serious legacy investments…akin to when Netscape launched the first Internet browser. 

We are moving closer to a vast, immersive virtual world…one that transcends the current constraints of the old World Wide Web and everything on it.

It’s hard to imagine now, for sure.

What will that world look like?

Who knows?

But it’s coming.

And now is the time for sceptical investors to take some landmark positions in the FOUNDATION BUILDERS of a new ‘embedded Internet’.

You just need to be smart, not stupid.

Which means you need to look beyond the mania.

Watching people mindlessly spend thousands of dollars on NFT jpegs of mushrooms can put you off.

Rightly so. That’s dumb.

But if you can see past the nonsense…do the proper due diligence…and look at which ecosystems and platforms the whole thing could be running on in five years…well, that’s smart.

Imagine buying Amazon at $1.50 in 1997. 

A really important point to note is this:

Amazon in 1997 was the least obvious future internet giant you can possibly imagine.

It started as an online bookseller. In the early days, a bell would ring in the office every time they sold a book. And everyone would gather round to see if they knew the customer!

Our general theory is the future metaverse giants, right now, probably look to the outside world like Amazon at the start of its journey in the mid-‘90s.

Which is why we think it’s a dead end to invest in the obvious names being touted by Wall Street.

Instead, you should be looking at first movers in niche areas that the mainstream is currently either ignoring…dismissing…or just doesn’t understand yet.

Which brings me to the first selection we’ve made for you.

META-MANIA STOCK #1
Where biotech collides with VR:
Get ready for insane virtual growth

The ‘mediverse’ is something you’re likely to hear more about in the next few years.

It’s an untapped goldmine the mania’s yet to spread to.

A decentralised metaverse is poised to be one of the biggest disruptions to the healthcare industry in 100 years.

This is now entering the mainstream conversation.

But it’s a conversation primarily focused on new ways millions of doctors will virtually interact with patients.

Medical VR, however, is still much more of a niche topic…for now…which we believe gives us a distinct edge with our first ‘metaverse play’.

What they’re doing is taking the next leap in how we ‘see’ inside the human body.

We can already do this to a degree with X-rays…CT scans…MRIs…ultrasounds, and PET scans.

But what if you could shrink down to a fraction of the size of a single cell and walk into a human body like you were actually inside the body itself?

You’re able to feel, look, and observe.

This is a new metaverse-enabled way doctors and surgeons will be able to diagnose patients.

Dr Shafi Ahmed is a surgeon, innovator, and medical futurist.

A cancer surgeon at The Royal London and St Bartholomew’s hospitals, he’s been touted as the most-watched surgeon in history. That was after a virtual reality livestream of one of his operations went viral with a record number of viewers.

The Metaverse is the digital world’s next big thing which means for healthcare the possibilities are endless,’ Prof Ahmed says.

As I say, this is an area where both retail and professional capital is yet to flood into.

We think that’s about to change. And we want to get ahead of it…with this stock.

It’s a little-known Australian pioneer in this field; a medical virtual reality (VR) company.

It’s on track to make some crazy things possible…like exploring your gastrointestinal tract!

Now, this company only got off the ground four years ago — and only IPOd last year — but things are moving very quickly.

Let me be clear. We are not talking basic VR of 10 years ago with those big, crude, clunky headsets.

Today, the supporting technologies in big data, 5G, and computer processing speeds have caught up with our early imaginings of what VR tech could do.

The sheer pace of VR development is finally about to provide some real breakthrough moments.

That’s the thing about exponential trends — they catch you off guard because the pace of change isn’t linear.

It’s also part of the reason this stock is at the top of our team’s ‘metatrend’ buy list.

And it is certainly a unique company.

It’s tiny too, with a market cap of just around $15 million as we type and a share price of 24 cents.

Now, those two details alone tell us there’s a whole load of risk baked into this play.

However, if you’re a risk-taker with a small part of your speculative portfolio ready to deploy into these kinds of early-phase, leftfield metaverse ideas…we think the risk-reward is super compelling.

Let me get a little ‘techy’ for a moment.

The company operates on what’s called a ‘Software as a Service’ model, or SaaS…a model praised for its scalability and low overheads.

In our experience with SaaS businesses, once they prove themselves, they can grow revenue and profits very fast.

And the tech this company has already works with Zuckerberg’s Oculus Rift VR headsets.

The potential is clear: there’s a chance to become a global leader in a new wave of metaverse-centric VR tech.

Now, the market for VR in healthcare is predicted to be worth some US$5.1 billion in annual revenue in the next four years.

That doesn’t sound like much, given how much we spend on health worldwide.

But if these local innovators can beat others to the punch, that figure would be enough to sustain a much bigger business than the current size of this particular company.

And get this…

They can also branch out to other industries.

This is where we come back to early Amazon.

Their pioneering online bookselling platform ended up being just a launchpad.

This company is also using its tech to explore 3D mine models that help mine engineers optimise their operations.

Now, we don’t usually chase fresh IPOs.

But after running the rule over the company, we concluded that there was genuine exponential potential here — even before the metaverse trend got full traction.  

They’ve got:

  • Multiple different products in several high-growth industries
  • A diversified potential revenue stream that consists of two killer VR products
  • The first of which can be used in a remarkable five different ways

Now…I know that’s somewhat vague and perhaps a little cryptic.

But I cannot go into any more detail here in this open letter.

I WILL, however, show you how to get full details on these guys shortly.

We first recommended this stock in February 2021.

It rallied hard initially.

It’s since been a victim to recent market falls.

It is now a screaming buy opportunity as these levels.

Why?

Because nothing fundamental has changed with the story.

And this is a big point:

You need to back true first movers,
not bandwagon investments

There’s much to distract you when it comes to the current metaverse mania.

Take this February headline from Fortune, titled: ‘SPACs turn to the metaverse after returns from the real world flop’.

The problem is that early manias are rife with money sinkholes for overeager investors.

We’re seeing classic telltale signs of some dangers to avoid in the next few years when it comes to the metaverse…

Jockeying among the bigger players — all trying to get your attention and consumer and investment dollars.

Emerging disrupters — each trying to convince you they’re ‘the one’.

The investment world putting in all kinds of lures for your capital.

And amid all the fragmentation and disruption, massive price swings.  

But despite all this, genuine opportunities are poking their heads up.

You just need to be looking in the right places.

For instance, in emerging tech megatrends like the metaverse, there is always a SECOND big wave of innovation, likely to take place between 2025 and 2030.

This is where a fully immersive augmented reality (AR) starts to infiltrate the market.

Previous tech step changes — the PC, mobile phones, and the Internet — give us a rough map here on how it’s going to go down.

With that in mind, let’s briefly look at stock number two...

META-MANIA STOCK #2
ASX minnow working to provide
‘virtual light’ to the metaverse

A curious phenomenon.’

That’s how English engineer HJ Round described it in 1907.

He had just applied a voltage to a crystal of silicon carbide, which in turn gave out a yellowish glow.

This was the first official report of electroluminescence — light from a steady-state material caused by electrical power.

The light is generated by electrons moving through a semiconductor material.

Today, light-emitting diodes — or LEDs — have come a long way.

They’re no longer just those tiny red lights used in laser pointers.

Unlike the incandescent light bulbs you may be more familiar with, LEDs are super compact…don’t emit heat…and use just a fraction of the energy.

And there’s no filament burning away, so they last a lot longer too.

Indeed, this environmental benefit has been behind a big surge in LEDs replacing old-style light bulbs over the past decade.

But LEDs are infiltrating more than just the lights in your house.

LED is about to become key to metaverse-enabling technologies, too.

Without VR-enabled wearables — really good ones — the whole concept of an embedded Internet and fully-augmented reality is a non-starter.

LED is central to lighting up the metaverse.

You can see primitive examples all over your car, from the indicators to the headlights, to the glow of your dashboard.

They’re the backlight on your smartphone and TV.

And now major players are racing to perfect bionic LED-based contact lenses that will make the metaverse real for everyone.

Wearers will literally be able to watch TV or view photos projected directly onto their eyeballs.

The mania has yet to jump on many of the small companies trying to make this happen. Which is what makes our second pick a very urgent play.

The second stock we recommend you look into right away is seeking to play a big part in all of this.

Companies like Apple, Samsung, LG, and Lenovo are all competing to perfect the ultimate wearables.

But they’ll need to partner up with — or buy — smaller companies like this one to make it happen. 

These Aussies have been working on a game-changing process technology in the fast-growing US$42.7 billion LED market.

There’s also significant crossover into the vast US$409 billion semiconductor market.

These guys are first movers in growing unique LED devices. They have a reputation in solving complex LED problems…using a unique and revolutionary process to enable novel and higher-efficiency, lower-cost devices.

They’re right there on the cutting edge.

That makes it a super-risky, super-volatile stock.

But it also means they could be in line to get swept up in the metaverse trend…IF the company can make that all important leap from the lab to commercial production.

And that ‘if’ is very real.

Look, the one thing you need to know about all these opportunities is this:

Chances are the real returns from here won’t be found in Non-Fungible Tokens (NFTs), virtual real estate, and the ‘avatar economy’ you’re hearing all about now…

They’re speculations.

But are they smart?

We have just entered a period of gigantic capital influx.

Where there is mania, for sure…but also huge opportunities to buy small stocks that go up very high, very fast. Even in a dicey wider market.

This is a period where the big guns stake their bets, but private capital seeks out startups that could be the big guns of tomorrow.

The aim here is to get into those stocks first.

What you’re seeing today are the very crudest, earliest attempts at the metaverse.

Many of these are in the gaming sphere.

Picture these first metaverse hit outs as kind of like CompuServe, Netscape, and Prodigy in the earliest days of the Internet.

And you didn’t get spectacularly rich buying those primitive investments right at the beginning of the World Wide Web.

The same goes today...

It’s likely the biggest metaverse long-term returns will not come from the early, obvious first movers like Epic, Unity Software, Roblox, and Nvidia. Certainly not Meta (previously Facebook).

Sure, those are the current ‘easy sells’ Wall Street’s shilling using the metaverse tagline. That’s why they’re packaging all the obvious companies up in ETFs.

But our game here is to think a little harder, smarter, and more outside the box than that.

AND look a little further ahead than everyone else…

Which is the perfect segue into…

META-MANIA STOCK #3
‘Thin air’: the life force of the metaverse

This is another one where you’ll be thinking a few steps ahead of the mainstream.

The connection to the metaverse is not obvious.

At first.

But once you know, you know.

And the advantage in that fact alone?

The wider market won’t know either…until it’s too late.

That gives you an exponential opportunity of a rare and special kind.

You see, on the face of it, Meta-Mania Stock #3 is a resource play.

Not your usual kind of resource.

It’s a type of gas.

Not the kind that heats your home.

The kind of gas that can keep temperatures cold.

As the metaverse expands, so will the amount of data it generates.

You’re likely to hear the word ‘supercomputer’ mentioned more in the next few years. This is a basic term for a computer that has massive amounts of processing units…and can perform operations many times more powerful than your average PC.

You’ll also see the term FLOPS appearing more and more.

This stands for ‘floating point operations per second’.

Essentially, these are figures with huge amounts of decimal points that are key to processing enormous amounts of data very quickly.

All of this is going to be the lifeblood of the metaverse.

But none of it can function unless these data centres are kept at a very specific cold temperature.

The niche resource our third stock handles is vital to doing that.

And plays a key role in the metaverse megatrend.

More so than most will realise.

And that gives you an incredible opportunity if you are willing to, as I said above, think harder, smarter, and outside of the box.

Exponential trends work for our investment methodology because of the surprises they bring.

There were global shortages of this type of cooling gas in 2006–07, 2011, and 2013.

Meanwhile, the US is the largest producer, with around 40% of supply.

But the US is running dry.

The US’s main supply in Texas, which has been the world’s single-largest source of this gas for the past 70 years is now exhausted.

Will US data centre operators suddenly turn to Qatar, Russia, and Algeria?

Who knows?

But we like the set-up.

And if the stars align for this company, it has all the hallmarks of serious exponential opportunity.

It’s very important to be clear here…

Even our sceptical breakdown…with the five foundation investments we’ve landed on for you…carries risk.

Unlike fully-mature megatrends, even the most calculated and informed bets here are still guesswork.

Educated guesswork. But guesswork.

None of what we’re about to show you is something you should put ‘can’t lose’ capital into.

But, as I’ve said, pulling manias apart — and separating the peril from the promise — is something we have form in.

Our contrarian group of market watchers has deconstructed three of the biggest investment manias of the last decade.

From heady starts to where they sit now.

Their false dawns and falsehoods.

Their mass adoption by venture capital, then retail, then institutional money.

Their periodic crises of faiths.

And most importantly for you…

The treasures they’ve given to private investors who played them early and smartly…returns ranging from the hundreds to the tens of thousands of percent.

Let me quickly show what I mean, starting with an introduction…

‘Fat Tail’ investment hunters

Ryan Dinse

My name is James Woodburn. I head up an independent investment research company called Fat Tail Investment Research.

We have a point of difference to most other financial advisory services out there.

When we see the hive investor mind converging on the next shiny new thing…

Our first instinct is to get sceptical.

Investment manias are weird, dangerous, and intoxicating phenomena.

Once something infects the global brain, the herd mobilises.

Fast.

You just saw how fast this can happen in October of last year.

That was when Facebook and Zuckerberg kicked the metaverse into a mania phase that could last until at least 2030.

160 companies namedropped the metaverse in their earnings statements in 2021, according to financial research firm Sentieo. 93 AFTER Facebook’s meta-pivot.

And a whole bunch of smaller companies tangentially tied to anything meta started to ‘pop’.

Many of them had air sucked back out just as fast in the big wider market sell-off at the start of the year.

This is what happens when ‘Psychonomic momentum’ takes hold.

Personal internal biases start to mingle with external global and social trends — and it all starts to snowball.

Venture capital then institutional money starts to feed it all…in a self-reinforcing manner.

And you end up with this manic feedback loop on prices.

Insane riches are made very quickly.

But the mob can panic just as fast.

This is what’s called the ‘price discovery’ phase. In many ways, cryptocurrencies are still going through it.

It’s Fat Tail Investment Research’s default setting to separate ourselves from the herd and the hype when it comes to these kinds of megatrends.

And to apply critical thinking. Right from the get-go.

Some call this contrarianism.

But really, it’s just common sense.

I say this from experience.

We’ve guided our readership through the several big manias of the last 10 years. Crypto…its stock market offshoot blockchain…and the marijuana legalisation megatrend, to name three.

This is what our current blockchain stock portfolio looks like, warts and all.

And keep in mind…this is where each position sits AFTER the big tech sell-off at the start of the year…

Cobie

We’ve blurred the stock names but notice there are only two losses there.

And the average gain, even with those losses factored in, is 219%.

Again — this is after the shellacking technology stocks just took.

We did this by acting decisively, sceptically, and EARLY on the blossoming blockchain trend.

What we’ve learnt is if you deconstruct a mania effectively — and before the mainstream — the potential rewards can be off the charts. For instance…

We were there, well before most,
at the dawn of cryptocurrencies…

As far back as 2010…when a Bitcoin [BTC] cost just 3 cents…our tech analyst Sam Volkering was feverishly trying to set up his own ‘mining rig’. 

Remember…this was a time when most of the planet had never heard of bitcoin.

We were convinced this was a bubble, akin to the Dutch Tulip Mania,’ says Sam of those very early days.

And for a while, that seemed the case.

By November 2011, bitcoin had risen to $20…then fallen back to $2.

But slowly, we were gathering data.

And starting to see what was real and what was ‘made up shit’.  

By 2017…the REAL crypto mania took hold.

And by then, we were ready to answer the big questions for private investors.

What’s real and what isn’t?

How do you buy cryptos?

What cryptos should you buy?

How should you store cryptos?

How can you TRADE cryptos?

What this did is allow our readers to take early positions in the big ‘blue-chip’ cryptos like bitcoin and ethereum...years before everyone was talking about them and trying to buy in. 

While also trading short-term gains from the more speculative ‘alt coins’. Again, while the vast majority in the mainstream had never even heard of them. 

Including 393% in three months from LEND...143% in three months from Litecoin...and 308% in four months from BAND.

As one subscriber, L Noble, from Biggera Waters, QLD, wrote, our early deconstruction of this megatrend ‘has made me 50X my money’.

Remember: When we started recommending the first of these positions, cryptos were still an unknown and a much-ridiculed megatrend.

Much like the metaverse right now.

The technologists and venture capitalists can’t stop gushing about it.

Big tech’s all in on it.

Wall Street’s doing what Wall Street does when these manias start gaining momentum.

And the cynics and sceptics are out in force…pouring as much cold water on the metaverse as they can.

Many of them don’t even have the faintest clue what they’re criticising.

Just like bitcoin sceptics five years ago.

Which brings us to the question…

What actually IS this metaverse thing, exactly?

What’s the definition?

Well, here we run into a problem.

There isn’t one.

And that is both the key risk…and opportunity…for early investors.

The term ‘metaverse’ first appeared in a 1992 science fiction novel called Snow Crash. It’s only recently become the label for the next evolution of the Internet.

If you want the very broadest definition, it’s this: a reimagination of the Internet that finally connects our digital lives with our physical ones.

As Kalin Kassabov, Founder and CEO of ProTexting.com, puts pretty simply:

The metaverse refers to online experiences that are highly immersive, such as virtual reality (VR), augmented reality (AR) and interactive video.

It's essentially taking the online experience to the next level, creating an entire world where people can socialize, conduct business and experience immersive entertainment.

We’re able to look back and see the trajectory after previous tech ‘collision points’ like this one.

If you do look back, you’ll see that some giants from the previous era manage to pivot and stay strong and relevant.

They can do this because they already have massive war chests.

Others die, though, no matter how much money they have.

And no matter what they change their company name to…

In this mania deconstruction, we’re more interested in the new disruptors.

These are going to be the ‘metaverse natives’. 

They’re going to use the fact that they’re small and nimble.

And can ‘break things’, as the Silicon Valley saying goes.

They’re also going to surf the fact that what was only a few years ago technically impossible is now possible…

The infrastructure just wasn’t there,’ says Steve Benford, co-founder of the Mixed Reality Laboratory at the University of Nottingham, UK.

The vision was a long way ahead of what could be done. Now the infrastructure is beginning to catch up — and perhaps parts of the metaverse can be delivered.

Who will deliver it?

Let’s move to a small Australian crew who, at least until the time of writing, have slipped completely under the radar…

META-MANIA STOCK #4
One of the world’s first ‘industrial metaverse’ plays —
still trading at just 40 cents

WA businesses eye the metaverse for next generation opportunities in potential trillion dollar industry,’ wrote The West Australian on 7 January.

The most recent metaverse play added to our roster is making a grab for a piece of that massive pie.

They only listed recently. They have a tiny market cap of about $16 million.

They’re already drawing revenue but are not yet profitable.

Obviously, our bet is that’s going to change soon.

If it does — and this company manages to catch the metaverse tailwind — then you could potentially see a massive upward rating of this stock by the end of the year.

This is a niche business trying to do one thing really well:

Help mining companies get the most out of their assets.

They’re doing this through cutting-edge techniques in virtualisation.

In other words: they’re looking to bring real-world mining into the virtual-world metaverse.

They’ve already inked deals with Woodside and Chevron. The Woodside deal appears to be developing into a close ongoing relationship.

But it’s their latest partnership that really raises the eyebrows. It’s an agreement with a much bigger NASDAQ-listed company to get its 3D visual and spatial expertise into the US market.

The way we see it, there could be huge growth in the industrial and commercial metaverse over the next few years. Technologies like the one this company is spearheading could be the main drivers of that.

While there’s been a big focus on companies like Microsoft buying up gaming metaverse plays, we could see the same thing start to unfold on the industrial front.

After all, the opportunity is no less lucrative.

For that reason, we expect a potential exit for this play could be a takeover in the next two years. Failing that, we’re happy to ride the story…as long as it’s one of exponential growth.

If it turns south…and it could, these plays are very risky…we’ll cut our losses as quickly as we can.

This is all about picking which obscure companies could emerge as central players in a few years’ time.

Because, going on previous trend changes, we’re going to get a NEW oligopoly that leads the Web 3.0.

The current paradigm is ruled by Google, Apple, Facebook, Amazon, and Microsoft (GAFAM).

Some of those may stick right at the top.

Maybe.

But what will the new control nexus look like 10 years from now?

New technologies — the onset of 5G networks, Artificial Intelligence, Virtual Reality, Augmented Reality, and blockchain being the primary ones — are definitely converging to form…well…something.

They’re doing this with a tailwind of rising data speeds.

It’s hard to go online these days without seeing someone telling you about the metaverse, whether in rapture or derision.

Time

And at a time when more Silicon Valley, venture capital, and speculative cash is pulsing through the markets than at any time in history.

Not even the metaverse critics can argue with the above.

Which makes this a tech step change at least as big as the advent of smartphones 15 years ago. 

As such, Mark Zuckerberg has famously now made this his new life’s work.

Microsoft just matched him by buying game publisher Activision, describing it as ‘a bet on the metaverse’.

Not a week goes by without another giant company — Walmart, Cisco, Ralph Lauren, Nike, etc. — trying to plant its metaverse flag.

And as sure as the sun rises, Wall Street’s falling over itself to rush out products for hungry investors.

All classic mania-phase-one characteristics. 

And all because many of the first movers here hope whatever emerges will someday eat the old Internet entirely.

And they want to be the eaters, not the eaten...

In a distributed, democratically-ruled online galaxy that’s exploding...like a Big Bang...from the corporate-ruled Web 2.0 we currently live in.

At least, that’s what the hype people and armchair technologists on Reddit are saying.

Wired magazine promises it will spawn ‘the wealthiest, most powerful people and companies in history.

But let me just repeat so you’re really clear...

No one — no matter how convincing they may sound or how much money they’re bankrolling or what tech unicorn they started — can REALLY pin down the metaverse right now.

Not yet.

Not what it is.

Nor what it’s set to become…as we phase from science fiction to fact.

Ask 100 people what the metaverse actually is and you’ll get 100 different answers.

I’m deeply skeptical of anyone who calls themselves an expert in the metaverse,’ says TMW Unlimited’s Olivia Wedderburn.

We agree.

Instead, what we prefer to focus on is anticipating investing behaviour.

And which investments, made right now, have the biggest likelihood to benefit from this megatrend over the next five years.

Because something big is taking place here.

And while cynicism is healthy at times like this…too much of it will mean you could be kicking yourself by the end of this decade.

As Daniel Davies of the Financial Times perfectly puts it (emphasis added):

There is a reason why Marsh and Dimson’s definitive work on two centuries of investment returns is called Triumph Of The Optimists.

Naive pessimism is a lot more expensive than naive optimism over the long run.

But there is a genuine difference between being sceptical and missing a paradigm shift.

The skill that the smart investor really needs is being able to spot the “story” being told by Wall Street to sell a stock.

We’ve done exactly that with our five foundation metaverse picks.

And you can receive all of them today, by joining Fat Tail Investment Research’s flagship growth stock investment advisory.

The cost of membership is FULLY REFUNDABLE within the first 30 days.

So you can check out all the recommendations we’ve been talking about on a trial basis.

It’s called…

Exponential Stock Investor

It’s helmed by our man Ryan Dinse and Editor Izaac Ronay. And it has a single purpose:

To find stocks sitting at exponential trend ‘collision points’.

You see, it’s not just technological progress that is exponential now.

The speed at which these breakthroughs are going mainstream is going exponential, too.

The speed of change itself has become exponential, and recursive.

That is…innovation is now feeding upon innovation…in a virtuous, accelerating loop.

You’re seeing it all around you.  

And we’re seeing it in Ryan and his team’s portfolio of stock recommendations, too, as these subscribers can confirm:

I have made so much money (five and ten folds) in the stocks recommended...

Ryan and Lachlann do an incredible amount of research before they recommend the next big idea that could take off exponentially.

‘Exponential Stock Investor is the best investment that I have subscribed to as regards the gains that I have made on the investment and value for money.’

Soma

I'm a big fan of this particular service/newsletter.

'I have been a subscriber for a number of years. While nobody has the money to follow every recommendation. It’s a great service. Life changing profits will never come from the ASX 50 or 500. 3 of the Expo stocks that I hold are up 854% 712% & 303%.

A steady hand is necessary but I highly recommend this service. Long may it remain.

Rod B, Brighton East, VIC

‘Exponential Stock Investor has been a godsend.

With the lockdown in Victoria I couldn’t work, so I turned to the share market. After purchasing ESI I read everything that Ryan had written and although I didn’t follow many of the stocks, I followed his themes and advice on stock choice.

To say I am pleased would be an understatement… I no longer need to work and it’s all thanks to Ryan and his team.’

 Geofrey

By the way, these are just three out of hundreds. We’ve included many more words from happy subscribers at the end of this invitation.

And while I love that last one, please…

This kind of investing is no substitute for working!

This is speculation.

While Exponential Stock Investor has one of the best performance records in our stable of higher-risk growth stock investment advisories, past performance is not a guide to the future.

Stocks of this nature can turn down as quickly as they can go up.

Not all of Ryan’s trades come off. And you should not put a cent you are unprepared to lose into any one recommendation.

With that clear risk warning out of the way…

Let me share with you what is undoubtedly the ‘secret sauce’ to our recent run of killer trades…

You see, despite the kind words above, the truth is:

We are in a speculation sweet spot in the tech realm right now.

But very few see it…

The metaverse is the latest…and the recent market falls have made that spot sweeter than ever.

A US colleague of Ryan’s likes to say his favourite stocks are ‘cheap, hated, and in an uptrend’.

While you could never call Meta cheap, you could argue that the more the market dislikes it, the bigger the payoff could be if Mark Zuckerberg can pull off its metaverse pivot.

But the bigger point is this convergence that’s taking place — of artificial intelligence, big data, quantum computing, of virtual and augmented worlds — isn’t going away.

Meta, Apple, Google, Microsoft, and many others are pouring billions of dollars into it, and it’s not going to stop.

As an investor, you should be working out how you can profit from that.

And you should be thinking a little harder than everyone else about which kinds of investments might reap the biggest rewards.

Which brings us to our final play…

META-MANIA STOCK #5
We’re going to be very stingy
on details with this one…

This is a Penrith-based technology company that’s ultra-small.

And we want to keep this final pick ultra-secret. 

We’re pretty sure no one’s picked them as a metaverse bet yet.

But, if we’re right, they’ll be in the global conversation by the end of the year.

What I will say here is they recently went through a name change and rebranding. One that aligns with their own pivot towards Virtual Reality (VR) and Augmented Reality (AR).

They’re using their edge in these fields to try and get in on some lucrative government contracts.

These guys are perhaps the most ‘metaverse ready’ company in their field in all of Australasia. I’m not even going to share what that field is here. This stock is just 8 cents at time of writing, and we don’t want to blow their cover in an open forum.

All I’ll say further is we could see real-world demand for this very small company’s IP blow up this year.

Then it could become part of the hype feedback loop from the investing community around the metaverse theme.

Now’s the time to start allocating some speculative capital to this 8-cent stock while it’s still virtually unheard of.

Here’s what you need to do to
access these stock plays…

Take out a 12-month subscription to our Exponential Stock Investor newsletter.

It’s just $149 a year.

But we can offer you a discount if we hear from you now.

It’s a 30% discount.

Meaning you’ll pay just $99.

AND…it comes with a 30-day full refund guarantee on that much smaller subscription fee.

That means if you believe any of the research you receive is not up to standard, you can request a full refund of that $99 within 30 days.

I doubt you will, though.

It’s been nearly five years since we launched Exponential Stock Investor in late 2017.

The goal was simple:

To put you into exponential growth plays by thinking 2–3 years ahead of the crowd.

It’s a game where you can make great returns — even if a large portion of your picks don’t pan out.

The key is to find asymmetric return opportunities.

That is, the chance to make a lot more than you could lose on each pick.

We don’t always get it right, but we have a track record bearing the fruits of our investing style.

Check this out…

As of today (9 February 2022), the average on ALL completed trades since the start of 2020 is 99.41%.

That INCLUDES trades that closed out as losses.

To repeat…

A 99.41% average gain…even considering the few trades that lost money.

That is a seriously good record for a speculative service of this nature.

I confidently challenge any professional stock picker in Australia to match that record right now.

Exponential Stock Investor readers back me up on this.

Ron describes the service as ‘second to none’.

Rod says he’ll be a follower for ‘years to come’.

David has made percentage gains ranging from ‘20% to 500% to date and still rising’.

Your journey begins with the five metaverse plays I’ve highlighted today.

But not only that…

You can get instant access to
ALL current buy recommendations in
Exponential Stock Investor by joining today

As I’ve said, this advisory is dedicated to finding — and hopefully profiting from — exponential new trends.

A lot of the time that involves trying to understand how different, often seemingly unconnected technologies collide to create something entirely new…

And how to profit from these ideas well before most people who invest in the markets.

At other times, it means identifying big capital migrations…before the mainstream wakes up.

And I’m proud to say that this is exactly what many of our current readers appreciate about this advisory.

Here’s another quick glimpse of what some of them are saying:

I’ll say this many more times in the future: Ryan is the real deal.

Will

I love the understandable uncomplicated analysis and structure of ESI. At age 84 and on a pension my decisions cannot take on too many selections, but those I have bought have made me very happy…I trust Ryan Dinse immensely.

KJU

I really enjoy Ryan Dinse’s in depth research and explanations, also plenty of diversity and choice, I found it very easy to relate to his words of wisdom and to put them into great effect. Currently I am in 9 of his recommendations, by being selective with a small portfolio I have done quite well…so needless to say I’m extremely happy with Ryan’s service and would highly recommend him to anyone looking for another avenue to investing.

Wayne

This is a great service...Biggest gain 600% and the rest ranging between 5% and 200%...What you are doing works for me.

M.V. Piara Waters, WA

Well worth the subscription fee. Bulletins and emails are always eagerly devoured and, when the timing is right, acted on.

Wayne, Avonsleigh, VIC

This is probably the best investment letter I've come across in about 5 years... The trends make a ton of sense and it’s been great seeing them play out...My open positions in total are up 60% from initial investment. Be patient and it will be hard to lose.

B.M. Perth, WA

This year Exponential Stock Investor dominates my speculative portfolio with ten on the current list and quite a few hangers on from previous years.

R Pyper, Pullenvale, QLD

Thoroughly enjoy it. Best advice I have seen, and I have looked at the outcomes overtime and generally it’s outstanding.

D.M. Randwick, NSW

I bought in for 5.1 cents [and] as I write they are at 31.5 cents. I haven’t taken any profits yet but will soon…I find him to be a conduit to industries and services that I wouldn’t normally get involved with because of my lack of knowledge in these up and coming sectors…So yes I am very happy I signed up thank you.

Victor Tucker

And these subscribers understand and value the whole idea behind this service.

That change is inevitable.

And in the fast-moving, tech-filled world we live in today, this change happens a lot quicker than most people realise.

Of course, none of these are guarantees that we’re going to be right about all your plays.

You should prepare for losses as well as wins…and it would be wise to only invest money you’re prepared to lose.

As I say, an Exponential Stock Investor subscription is only $149 a year.

If we hear from you right now, you’ll get your first year for just $99.

And you can get that fully refunded in the first 30 days if you’re not satisfied.

What you’ll get

First and foremost, you’ll get instant and direct access to all five ‘meta-stocks’ I’ve talked about today.

Then you’ll discover all the current buys in the Exponential Stock Investor portfolio.

The past wins. The special reports. Go through the full archive.

Remember: If, after going through all that, you don’t want to be a subscriber, you have 30 days to get a full membership refund.

Those are pretty agreeable terms, considering you’ll get all our current buy recommendations, even if you refund.

From there, you’ll get the next 12 monthly investment recommendations — plus all the in-depth research that goes with them — in Exponential Stock Investor.

Each new report will be delivered to you via email, just after the markets close.

The majority of the stocks recommended will be locally listed. But if we find an unfolding story on a foreign exchange that’s too good to resist, we’ll cover that too.

The monthly investigations will include all the information necessary for you to take action. This gives you a constant source of new investment ideas, recommendations, risk overviews, and regular updates on the stocks already recommended.

You’ll also get a regular update on the ‘big movers’ in the portfolio when they are needed.

We’ll also cover any relevant market news or major developments.

REMEMBER: This offer comes with a 30-day money-back guarantee.

If you don’t like what you see, just contact our customer service team within the next 30 days and they’ll refund every cent of that $99.

When you consider the track record…the potential of what we’ve been talking about here…and the promise of every cent of that subscription fee being put back into your bank account if you’re not 100% satisfied within 30 days…this should be a no-brainer.

Click on the big ‘ORDER NOW’ link below to get started…

Sincerely,

James Woodburn Signature

James Woodburn,
Publisher, Fat Tail Investment Research

 

(Review your order before it’s final)

PS: BONUS REPORT — ‘The Ultimate Guide to Exponential Investing’.

On New Year’s Eve 2009, a little start-up called Airbnb.com had 1,400 guests booked in to stay for the night.

One year later, on this same night, the number had grown to 6,000 people.

In 2011, there were 31,000 people booked through Airbnb on New Year’s Eve.

And the year after that, it tripled to just under 100,000 people.

Then it doubled the next year. Then doubled again. And the same the year after that…

Check out the chart below:

Cobie

Source: Airbnb

You can see the hockey stick shape this kind of growth creates.

This is the power of exponential investing.

The goal of Exponential Stock Investor, lofty as it may be, is for the chart of every stock we buy to look like this!

Can that be done?

Certainly not with every stock play. That’s highly unrealistic.

But certainly, with some.

Exponential Stock InvestorSo how do you search out unknown stocks with a realistic shot at hockey stick growth?

You need to follow a carefully constructed system.

In this bonus report, which you can read straight away if you take a subscription with a 30-day trial period today, you’ll discover how Ryan advises you to make the most of this service and invest the same way the world’s smartest early-stage investors do.

He calls it the 2-3-5 Strategy.

It’s the key reason behind Ryan and his team’s stunning track record since inception and over the last 12 months especially.

Ryan has been analysing small-cap stocks for almost two decades now. And he’s made every mistake in the book!

This report shows the results of this vast experience, to hopefully help you avoid making those mistakes, and how to build a portfolio of stocks with exponential potential.

The key points are highlighted in full in this report.

It’s also yours if you join today.

(Review your order before it’s final)

PPS: Here are some more testimonials from subscribers:

At the moment my stocks are doing well: 5GN up 77.16% BRN up 360.87% HAV up 18.92% IBX up 261.11% TLG up 151.24%. Thank you very much for the research that goes into these tips and continue the good work.

Marc Stevens, Orange, NSW

A bargain service out of several from PPP I’ve subscribed to from the middle of last year. An October purchase of GLN followed battery tech resources: despite a period of sideways and lower price movement, eventually shot up 600%.

Pete, Auckland NZ

Your picks are all in the black, what more can I ask?

PBS

I find the mindset ideal, have been a fan of Strategic Elements, recently selling for a $64,000 profit.

JW, Wombarra, NSW

I do rely on the content quality from ESI. I have made money, particularly on BRN over the last 3 years...1000% gain!

A Simms, Albany Creek, QLD

Brilliant! I have made double, and triple gains from your ESI service — which (to me) is invaluable especially during these times...Can’t thank you enough.

AW, Port Hedland, WA

Brilliant...over a period of 18 months my portfolio is up 78%.

Debbie, Darwin, NT

During this Financial Year I have made $59,000 on your recommendations mainly from BRN and TLG shares sold plus another $15,000 in front on other shares I still hold.

Ben, Mayfield, NSW

Excellent service great recommendations based on extremely well researched information. Great value for money.

VM Isaacs, ACT

‘Exponential Stock Investor is so amazing. I have made so much money (five and ten folds) in the stocks recommended by Ryan Dinse and Lachlann Tierney. Exponential Stock Investor is the best investment that I have subscribed to.

Soma, Winthrop, WA

For a very reasonable membership fee, the profit that I have currently made both on paper and actual realised profit has been multi times that fee.

Jeff P, Gold Coast, QLD

I’m doing nicely from your tips at the moment. I like the time and research that goes onto your recommendations. Cheers and thanks for making it easier.

Marc Stevens, Orange, NSW

I love what you’re doing, I started following you around September 2019 and have not sold one trade at a loss yet...One trade I bought for around $550 and sold for $3,500 and several others were more than double. I love it.

WR, Kensington Grove, QLD

Constantly amazed at the depth of research presented by Ryan. Gives me confidence. I buy in $500 or so lots as have to save up for each one. My “bestie” is Neometals. Spent $514, now $2,340, up 354%. Also, Uniti, spent $526 now $1,456, up 176%. Thank you both.

LF, Croydon, VIC

My winners FAR outweigh my losers.

KD, Aitkenvale, QLD

I am a recent member of this service and have purchased shares in Ibx. It was a timely buy, and I am up about 75% at the moment. [The] research has been informative and led me to new areas of investment that I otherwise would not have considered.

JF, Leongatha, VIC

I am a recent subscriber, and my best trade so far is Novonix, up 83%.

SM Robinson, Perth, WA

I have found Exponential Stock Investor to be the most profitable subscription service and always look forward to their newsletters and new tips.

Ray, Wollongong, NSW

I am currently trading 12 stocks and 10 of those are positive...As I only have a small capital base the gains have been incredible, and the research provided is fantastic.

John, Windsor Downs, NSW

Since subscribing in April 2020 I have realised very significant gains...There’s no doubt I will be a long-term subscriber to [the] Exponential Stock Investor service.

Murray, Brighton East, VIC

I believe Exponential Stock Investor to be a fabulous service. I love the passion and sincerity.

Alan V, St Kilda, VIC

SOME QUESTIONS YOU MIGHT HAVE

First off, you’ll get instant access to the full Exponential Stock Investor archive.

That means every archived issue. Every special report.

You get full access to the current buy list. You’ll see which stocks have done spectacularly well over the last year. And which fresher recommendations are still well within the buy-up-to price range.

You’ll get the names of these stocks…their ticker symbols…and be directed to my full write-ups on them.

In addition, you get a 30-day, no-obligation trial period with your subscription to Exponential Stock Investor.

No. Ryan is real. I’m real. I head up the Australian company of a group that’s been around since 1979. We have countless five-star reviews on Google and a 4.2-star overall rating.

Our business is regulated in Australia by ASIC. All our team of investors and analysts are fully accredited, which means we are able to give general investment advice in Australia.

Some people will no doubt be wondering if Exponential Stock Investor is a ‘pump and dump’ scheme…or whether we are ‘front-running’ stocks.

No. Absolutely not.

Quite aside from the fact that I and the business I run have professional integrity, it is completely against the rules for me (or any employee) to invest in any of the companies we recommend in Exponential Stock Investor.

If any of us did that, our employment would be terminated, and I personally as CEO could end up in prison.

I get that people are sceptical. If you are, please read Ryan’s newsletter over the next month as part of your subscription.

You’ll quickly see that this is the real deal.

No one can guarantee you success in the markets. If someone offers you this, run a mile. There are no guarantees with any form of investing. No one can fully see the future. Exponential growth stocks are high risk. Clean energy stocks are high risk. Early-stage tech companies are high risk. And meta-stocks are high risk.

These, for the most part, are the stocks we’ll be covering.

You could lose money. Be sure you’re comfortable with that. If you want to be in the running to make big money from the winners, you have to be comfortable with that risk.

The stock market is uncertain. That’s because LIFE is uncertain. No one can see the future. That’s why you should never invest more than you can safely afford to lose.

All we can do is provide the best defence against that uncertainty: meticulous research.

Ryan and his team know an awful lot about the companies they recommend. They spend pretty much all day, every day, researching and writing about them. It’s an obsession for them as well as a profession.  

Of course, I as publisher and CEO can guarantee you that if you don’t like what you see, for any reason, you can walk away with a full refund of your subscription cost any time in your first 30 days.

Again, all stock market investing involves risk. There’s no point denying that. And anyone who tells you otherwise isn’t being honest with you.

The specific risks involved with this kind of approach depend on exactly what stock opportunity Ryan finds. This varies depending on exactly what theme he’s looking at. But he will always highlight the risks with each of his recommendations.

His only brief is to find stocks with exponential potential. That might be a small-cap stock. Or it could be a bigger mid- to large-cap. Ryan isn’t restricted to any one market or size of stock.

That said, when you do read about smaller stocks, you should know they tend to be much riskier than blue chips because they are hypersensitive to news and announcements.

The value of these stocks can jump up rapidly but can fall back just as rapidly.

In other words, never invest more than you could comfortably afford to lose on any one recommendation.

I and the business I run have your best interests at heart because our interests are completely aligned. We only make money if people subscribe to our newsletters.

People will only subscribe — and stay subscribed — if they like the research and make money from our recommendations and get value from our research and insights.

If you don’t, you will unsubscribe.

If enough people unsubscribe, our business becomes unviable.

Therefore, it’s in my and our employees’ interests to provide excellent research that makes you money and world-class service!

I and the business I run have your best interests at heart because our interests are completely aligned. We only make money if people subscribe to our newsletters.

People will only subscribe — and stay subscribed — if they like the research and make money from our recommendations and get value from our research and insights.

If you don’t, you will unsubscribe.

If enough people unsubscribe, our business becomes unviable.

Therefore, it’s in my and our employees’ interests to provide excellent research that makes you money and world-class service!

Don’t worry.

When you join Exponential Stock Investor, you’ll receive phone access to our member services team, plus an email address through which you can ask any questions related to your subscription (although we can’t give personal investment advice).

Be clear: I want this to work for you. I want you to make a ton of money from Ryan’s stock recommendations.

And we all want his service to be easy for you to follow, so that it doesn’t take up too much of your time — or fill your head with stress — every time you buy a stock.

Ready to get started?

Click the link now...

(Review your order before it’s final)