BY JEFF BROWN

Exclusive Executive Summary

2BROWNSTONERESEARCH.COM

Dear Reader,

Thank you for joining Brownstone Unlimited. By joining, you have gained access to the highest level of membership from Brownstone Research. As an Unlimited member, you will receive lifetime access to all current and future research publications. Below, I have included a list of all publications to which you are now subscribed.

The Near Future Report is a large-capitalization research service that profiles established technology companies that are solidly in “growth mode.”

Exponential Tech Investor is a small-capitalization research service that pinpoints technology stocks with the potential to see up to 10X returns or higher.

Early Stage Trader is a research service that identifies early stage biotechnology companies ahead of major catalysts that can send the share price higher.

Blank Check Speculator is designed to pinpoint and recommend the best special purpose acquisition corporations (SPACs) on the market.

Exclusive Executive SummaryBy Jeff Brown, Founder & Chief Investment Analyst, Brownstone Research

3BROWNSTONERESEARCH.COM

And, of course, Unlimited members will receive access to future products launched by Brownstone Research. You also have access to exclusive content, recommendations, and videos, which you can access through the Brownstone Unlimited member portal right here.

I know that all of this research can seem overwhelming. So to help new members, I’ve put together an executive summary of some of my favorite companies from across our suite of products. These are companies operating in some of the most exciting areas of technology like 5G wireless networks, artificial intelligence, and precision medicine. I’ve listed some of them below.

Please note that profiling these companies does not mean I am advising readers to only invest in these companies. Our strategy is to build a portfolio of great investments. That’s how we will maximize our success. But the companies I’ve listed below are a great place to start your journey with Brownstone Unlimited.

As always, I recommend rational position sizing for all investments. That means investors should only invest an amount that is appropriate for their portfolio size and risk tolerance. Let’s always be smart about how much we are investing. And remember, I never recommend we go “all in” on any one investment.

For the most current buy-up-to prices, please see our model portfolios:

The Near Future Report Portfolio

Exponential Tech Investor Portfolio

Early Stage Trader Portfolio

Blank Check Speculator Portfolio

The 5G Boom

Corning Inc. (GLW):

Corning is a large-capitalization “Phase One” 5G company. That means this company provides the physical infrastructure for 5G networks. Specifically, Corning is known for providing fiber-optic lines that make 5G networks possible. Click the link for the full investment thesis.

Nokia (NOK):

Nokia is another large-cap “Phase One” 5G company. Despite what we might think, Nokia is no longer a mobile phone manufacturer. Today, it is one of the largest providers of network infrastructure. Click the link for the full investment thesis.

Akoustis (AKTS):

Akoustis is a small-capitalization 5G play. This company specializes in something called single-crystal bulk acoustic wave (BAW) filters. At a high level, these are the devices that allow phones to receive and transmit voice, video, and data at certain frequencies. Click the link for the full investment thesis.

4BROWNSTONERESEARCH.COM

AI Revolution

Salesforce (CRM):

Salesforce is a large-capitalization company that specializes in customer relationship management (CRM). This allows enterprises to understand and anticipate their customers’ needs. But what has me really excited is Salesforce’s new AI initiatives in this space. Click the link for the full investment thesis.

Yext (YEXT):

Yext is a small-capitalization company that specializes in AI-powered online search. More interesting, Yext is now making its foray into AI-powered voice search. Click the link for the full investment thesis.

Precision Medicine

BioMarin (BMRN):

BioMarin is a large-capitalization company that is leveraging genetic sequencing and editing technology to produce a therapy that I believe could have “blockbuster” potential. Click the link for the full investment thesis.

Regeneron (REGN):

Regeneron is another large-capitalization biotech company. REGN is also leveraging genetic editing technology to produce a variety of therapies to address different types of cancer. Click the link for the full investment thesis.

Arcturus Therapeutics (ARCT):

Arcturus is a small-capitalization biotech specializing in mRNA. Like Moderna, Arcturus is developing its own COVID-19 vaccine. But that’s not even the most exciting part. Click the link for the full investment thesis.

The Cloud

Arista Networks (ANET):

Arista Networks is a large-capitalization cloud play. The hardware this company produces is instrumental in hyperscale data centers. Click the link for the full investment thesis.

Ping Identity (PING):

Here we have a small-capitalization cloud-based cybersecurity company. Ping specializes in “multifactor authentication.” This technology is critical in today’s remote working environment. Click the link for the full investment thesis.

5BROWNSTONERESEARCH.COM

To contact us, call toll free Domestic/International: 1-888-512-0726, Mon-Fri: 9am-5pm ET or email memberservices@brownstoneresearch.com.

© 2021 Brownstone Research, 55 NE 5th Avenue, Delray Beach, FL 33483. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from the publisher.

Information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal situation—we are not financial advisors nor do we give personalized advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated and there is no obligation to update any such information.

Recommendations in Brownstone Research publications should be made only after consulting with your advisor and only after reviewing the prospectus or financial statements of the company in question. You shouldn’t make any decision based solely on what you read here.

Brownstone Research writers and publications do not take compensation in any form for covering those securities or commodities.

Brownstone Research expressly forbids its writers from owning or having an interest in any security that they recommend to their readers. Furthermore, all other employees and agents of Brownstone Research and its affiliate companies must wait 24 hours before following an initial recommendation published on the Internet, or 72 hours after a printed publication is mailed.

Nutanix (NTNX):

Here we have another small-cap cloud play. The company specializes in something called hyper-converged infrastructure (HCI). Though it’s a bit of a dry topic, it’s a critical technology for enterprises all over the world. And Nutanix leads the industry. Click the link for the full investment thesis.

SPACs

Prospector Capital (PRSRU):

Prospector Capital is a SPAC sponsored by Prospect Capital Management. Former Qualcomm execs Steve Altman and Derek Aberle lead the SPAC, which makes it likely that Prospector Capital will find a high-growth company in the 5G wireless space to merge with. Click the link for the full investment thesis.

Epiphany Technology Acquisition (EPHYU):

Epiphany is a SPAC sponsored by Founders Circle Capital. Tech industry veteran Arthur Coviello and Peter Bell, investor and founder of a cybersecurity company, are heading up Epiphany, making it likely that this SPAC will find an exciting company operating in the cybersecurity sector to combine with. Click the link for the full investment thesis.

SVF Investment (SVFAU):

SVF Investment is a SPAC sponsored by SoftBank. My prediction is that SoftBank will take public an exciting AI company with a splashy announcement. That company will likely be one in SoftBank’s Vision Fund that is looking for an exit. Click the link for the full investment thesis.

Regards,

Jeff BrownFounder & Chief Analyst, Brownstone Research