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No. of Recommendations: 7
Value Fools,

Through year-end 2017, Inside Value produced 20.7% annualized returns over the prior five years (a period that we consider long-enough to matter), and 14% annualized returns since our inception in August 2004. That compares to the S&P 500 Total Return index, which generated annualized returns of 15.8% over the five-year period and 9.2% since our inception. Over both time periods, Inside Value’s recommendations outperformed the market by an average of about 5% per year!

In the first quarter of 2018 (a period that we don’t consider long-enough to matter), Inside Value continued its outperformance, generating a positive return of 1.2% compared to the S&P 500, which posted a total return of negative -0.8%. We’re only sharing our first quarter performance with you to remind you that Inside Value’s 32% increase for our average recommendation in 2017 likely would not be repeated in 2018 (or very often at all), because beating the market is fun and feels good (even over shorter time horizons), and because this is the last chance we’ll have to celebrate Inside Value’s market-beating performance together on the IV homepage. After nearly fourteen years, we are closing down the service and our scorecard as Inside Value becomes part of Market Pass. (But don’t worry…better things to come)!

We want to sincerely thank you for the lessons, laughs, and community you’ve helped us build over the years. We also want to thank our Inside Value advisors (Philip Durell, Joe Magyer, and Rich Greifner) for their Foolish leadership and stock-picking prowess, which helped produce those returns we are all so proud of and thankful for. We finally want to thank everyone else including analysts, editors, tech and marketing support, member services, and Motley Fool product and management teams for helping to educate, amuse, and enrich all of us on our investing journeys. It’s been a great ride, value Fools!

But it doesn’t have to be goodbye and we sincerely hope it isn’t! The ride can continue, and we think the road to long-term market beating returns is now through Market Pass.

Inside Value members will have temporary access to Market Pass, our innovative, new stock-picking service. Members of Market Pass will receive Tom and David Gardner’s market-crushing advice in Stock Advisor and Rule Breakers along with additional exclusive stock recommendation spread across dividend, small cap, and value investing strategies, and special deep-dive industry reports. Our aim with Market Pass is to provide you with a constant stream of our highest conviction ideas and help members make sense of the hundreds of stock picks across the Fool. In short, Market Pass is the “all in one” solution for Foolish diversified investing, and the value team is so excited to be a part of it.

Here’s the best part for value investing Fools: The current value team led by Rich, and supported by Philip and John, isn’t going anywhere. We will continue to work as a team and use the same strategy that we used at Inside Value to recommend stock ideas in Market Pass.

As a team, we want to thank you again for the memories and support you’ve shown us over the last 14 years. For those of you that decide not to join us in Market Pass, we wish you all the best and hope that we see you in another Foolish service. But, we hope you do join us for an even-more Foolish experience as we attempt to beat the market together over the next 14 years and longer.

Fool on, value Fools!
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