Yellowbrick Investing @joinyellowbrick
I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily email with 3 new stock pitches newsletter.theyellowbrickroad.email/subscribe?utm_… Joined January 2023-
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3 stock pitches shared in this morning's email - @YetAnotherValue on $ADTH with upside due to go-shop period - Curreen Capital adds $SMNEY due to 3 key points (pic 2) - Alluvial Capital owns $GTX b/c they have years of strong cashflow to return to shareholders
3 stock pitches I shared in the free newsletter: - @WhiteResearch is short $AUID believing their product has no demand - @DTF_Capital adds $WSC to their portfolio - VIC pitch for $LILAK with over 200% upside
Added a bunch of pitches to the website. @pernasresearch - $CARD.L (bullish) @YetAnotherValue - $ADTH (bullish) @WolfOfOakville - $MCB.TO (neutral) @LukeWolgram - $XPEL (bullish) @maninapurpledress - $MGRM (short) Plural Investing, Crossroads Capital, and more!
Added 36 stock pitches to the website yesterday. Here are 3 of them: - @LaughingH20Cap gives $NN 130% upside (@CEOStockWatcher also mentioned it on Mar 21 - +82% since then) - @Secrets4stocks pitches $VALE - VIC pitch for $LDO.MI with 50% upside in 18 months
36 new stock picks added to the DB @DTF_Capital - $WSC @IndraStocks - $CDLX @Healthstockpick - $3600.HK Alluvial Capital letter - $GTX, $SHOT.ST, $FTLF, $HERDEZ.MX, $MCB.L, $MRC, $FRAGUAB.MX, $HMM-A.TO, $CRAWA, $NLOP, $TLNE and more
3 of the stock pitches I found yesterday - Heartland Capital adds $HSY (@UpslopeCapital also pitched it in their recent fund letter) - @ragingbullcap with a big pitch for $BQE.V with nearly 150% upside - White Brook Capital pitches pet wellness co $PETQ with 170% upside
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Added 28 stock pitches to the database, including: @david_katunaric - $LDB.MI @MrMarketMis - $ALK-B.CO @valuedontlie - $SMP @ragingbullcap - $BQE.V fund letters - @LaughingH20Cap, @UpslopeCapital, White Brook Capital and more!
Closed out of $REX for 50% returns - @pernasresearch
3 of the 33 stock pitches I found yesterday: - RBC gives $AMZN a $215 price target - @ppinvest gives $STAR.L 550%+ upside - Wedgewood Partners pitches $CPRT as a turnaround as the pandemic-induced decline in vehicle total-loss frequency reverts Newsletter link in bio
Added 33 stock pitches, including: @ppinvest - $STAR.L @Giuliano_Mana - $BUR @entrematorrales - $VLT.MI @acidinvestments - $WOSG.L @IdeaBrunchEmail - $ATGE (bearish) @compoundersEX - $7608.T @Secrets4stocks - $VALE fund letters: NoNameStocks, Heartland Capital, ACe River, etc
Added 35 pitches to the website @augustusville - $NWX.F, $ETL.WA, $ODET.PA @NTH_cap - $UMG.AS @pernasresearch - $MTCH (neutral), $AWE.L, $MDA.TO (neutral) @ppinvest - $HAEK.DE @alex_dragut - $CAAS @SteveWagsInvest - $SOFI @BearCaveEmail - $PRI (bearish) @mikrocap - $0184.HK
3 of the stock pitches added to the website: - Miller Value adds $UGI at record low P/E and 6% yield - Right Tail Capital pitches collision repair company with 100% upside ($BYD.TO) - VIC pitch for $ALLY with 184% upside
Added a ton of pitches to the db the last two days @BIOTECHSCANNER - $DAWN @smantel - $APP @beefwellingtoni - $HUMA @MMMTwealth - $CELH @pernasresearch - $DOCS.L @Petty__Cash - $PSD.TO @WolfOfOakville - $KNRLF (bearish) @irnsdersrch - $ZM, $PYPL 9 fund letters and more
I'm trying to get a list of the fund managers that are active on here (or at least actively reading Twitter/X even if they don't post much). Who is a fund manager that I probably don't already know about?
3 of the stock pitches shared in the email this morning - Bullish pitch for $LULU as it trades below historical P/E by @yieldsup - Swedish C-parts supply chain partner with 97% upside - $BUFAB.ST - Andvari fund adds $MO (undervalued with 9%+ dividend)
3 stock pitches from this morning's free email - Andvari believes $CSGP is going to take market share - Miller Deep Value thinks $TPC is trading at a 20% discount - @Secrets4stocks gives $HTG.L 350% upside
Opened at $2.39 yesterday, closed at $3.53 today (+48% in 2 days).
34 new stock pitches to database. Updated premium email formatting as well. @smantel - $SPCB @Bryce_Nortje - $OPRA @johnsmithpseudo - $SITC @TMoodyInvest - $HURC @NTH_cap - $RNG (short) @yieldsup - $LULU @CJ0pp3l - $FFH.TO Fund letters - Black Bear, Andvari and more...
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I'll be pitching a "value with a catalyst" Canadian microcap. The set-up rhymes with Cipher in many respects.
@leveredvalue @Aureliusltd28 Here's some more color here: x.com/joinyellowbric…
Stock pitch - $GBFH An odd/interesting bank that has two branches in Las Vegas but also patented technology for cashless gaming that allows casinos to offer FDIC-insured cashless betting. It’s a well-run bank that also gives you exposure to the growing cashless gaming space
@joinyellowbrick @LaughingH20Cap @CEOStockWatcher Appreciate the shout out 😄
@joinyellowbrick @ppinvest @Giuliano_Mana @acidinvestments @IdeaBrunchEmail @compoundersEX @Secrets4stocks Thanks for the mention! I appreciate it!🙏
🧐👇 Take a look!
3 of the 33 stock pitches I found yesterday: - RBC gives $AMZN a $215 price target - @ppinvest gives $STAR.L 550%+ upside - Wedgewood Partners pitches $CPRT as a turnaround as the pandemic-induced decline in vehicle total-loss frequency reverts Newsletter link in bio
@joinyellowbrick @ppinvest @entrematorrales @acidinvestments @IdeaBrunchEmail @compoundersEX @Secrets4stocks Thank you for sharing!
@joinyellowbrick @ppinvest @Giuliano_Mana @entrematorrales @acidinvestments @IdeaBrunchEmail @compoundersEX Thank you very much!
🧐👇 New stock ideas 👏👏👏
Added 33 stock pitches, including: @ppinvest - $STAR.L @Giuliano_Mana - $BUR @entrematorrales - $VLT.MI @acidinvestments - $WOSG.L @IdeaBrunchEmail - $ATGE (bearish) @compoundersEX - $7608.T @Secrets4stocks - $VALE fund letters: NoNameStocks, Heartland Capital, ACe River, etc
🧐 👇👏👏👏
Added 35 pitches to the website @augustusville - $NWX.F, $ETL.WA, $ODET.PA @NTH_cap - $UMG.AS @pernasresearch - $MTCH (neutral), $AWE.L, $MDA.TO (neutral) @ppinvest - $HAEK.DE @alex_dragut - $CAAS @SteveWagsInvest - $SOFI @BearCaveEmail - $PRI (bearish) @mikrocap - $0184.HK
@joinyellowbrick @NTH_cap @pernasresearch @ppinvest @alex_dragut @SteveWagsInvest @BearCaveEmail @mikrocap Thanks for the mention
@joinyellowbrick Thanks for the interest!
@stockgutter @joinyellowbrick More insider buying yesterday. $ADMQ
Pernas Research Q1 Investment Letter posted. We discuss: -Performance & market backdrop -Where we are searching for opportunities (AI, UK, Small Caps) pernasresearch.com/quarterly/q1-2…
@joinyellowbrick @smantel @Bryce_Nortje @TMoodyInvest @NTH_cap @yieldsup @CJ0pp3l Well done!!!
Thanks for the shoutout!
34 new stock pitches to database. Updated premium email formatting as well. @smantel - $SPCB @Bryce_Nortje - $OPRA @johnsmithpseudo - $SITC @TMoodyInvest - $HURC @NTH_cap - $RNG (short) @yieldsup - $LULU @CJ0pp3l - $FFH.TO Fund letters - Black Bear, Andvari and more...
@joinyellowbrick @Restructuring__ @mining_charts @OrientalValue @StephenFrampto9 @AlmostMongolian @JoashReid1 @PierreLLoup To anyone who is interested in the direct link: open.substack.com/pub/moderninve…