Yellowbrick Investing
@joinyellowbrick
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The best source of market-beating stock pitches in the world at https://t.co/TnE1hsXWqj
Joined January 2023
Yellowbrick Portfolio just crossed +40% (started May 2024). Not bad for only copying stock ideas from the best free investment write-ups using no leverage, no options, and equally weighted position sizes across 30+ stocks from multiple different countries.
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$BTRW.L
Barratt Redrow is UK’s largest housebuilder, recent transformative M&A (Barratt + Redrow) is one of core drivers of revenue and profit growth. While waiting on integrating for cost/revenue synergies and scale benefits, the latest update shows solid volume visibility. $BTRW.L 🧵
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“Wall Street’s idea of lunch money” Vanguard adds $595K worth of $NXXT. BlackRock drops $990K. Forefront $852K. Geode $535K. UBS $75K. Total? $5.0M → $17.8M if $NXXT re-rates to $6. Retail: “I’ll wait for confirmation.” Confirmation: “It’s already $5.85.”
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$SNCR
$SNCR overview post earnings. DM me if you want the sidoti analyst report. Best news is cash went to 34m and debt down to 163 making the stock trade around a 3 EV to EBITDA First I have been a customer of the company via the $vz Verizon cloud for 15 years. They back up all
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Ironically, people on here are going to make more money screenshotting and sharing the zoomer kid’s post than he will from the actual posts
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@BuffDawgg @uv_shares @convequity @loneelmcapital @SixSigmaCapital @boudnic24 As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)
joinyellowbrick.com
The best stock pitches on the internet.
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Added 94 new stock write-ups to the site (pt final): @boyer_jeremie - $BCH @BuffDawgg - $EVC @uv_shares - $EUA.L @convequity - $PGY (overview) @loneelmcapital - $CABO (earnings) @SixSigmaCapital - $NVO (earnings) @boudnic24 - $BA (earnings)
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@TheParadoxIntel @rwang07 @HatedMoats @pernasresearch @__MattLindsay @mvcinvesting As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)
joinyellowbrick.com
The best stock pitches on the internet.
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Added 94 new stock write-ups to the site (pt 4): @TheParadoxIntel - $JSDA @rwang07 - $2408.TW @hatedmoats - $DLO @pernasresearch - $THR (more research), $CTOS (pass), $ENW.V (pass) @__MattLindsay - $AIOT (watchlist) @mvcinvesting - $CLPT (earnings)
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@gezzogero @NestBetter @stonkmetal @JRI_Podcast @DivGrojourney @icemancapital @wolfofharcourt As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)
joinyellowbrick.com
The best stock pitches on the internet.
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Added 94 new stock write-ups to the site (pt 3): @gezzogero - $9145.T @NestBetter - $LIB.V @stonkmetal - $EDEN.PA (update) @JRI_Podcast - $FDR.V (update) @DivGrojourney - $FTS (earnings) @icemancapital - $FOUR (earnings) @wolfofharcourt - $EVO.ST (update)
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@Petty__Cash @LongYield @mining_charts @DomumCapital @deepvaluedude As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)
joinyellowbrick.com
The best stock pitches on the internet.
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Added 94 new stock write-ups to the site (pt 2): @Petty__Cash (earnings) - $PHX.TO, $CRON, $ESI.TO, $PSI.TO, $MCB.TO, $DRT.TO, $CPH.TO @LongYield - $SHOP @mining_charts (watchlist) - $PNE.TO, $RBY.TO @DomumCapital - $RW.V @deepvaluedude - $SBET valuations_ - $BAH (overview)
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@SFarringtonBKC @stpioc @ragingbullcap @RobEducated @topsecretstocks As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)
joinyellowbrick.com
The best stock pitches on the internet.
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Added 94 new stock write-ups to the site (pt 1): @SFarringtonBKC (earnings) - $BW, $FTK, $RIG, $FOA, $PRPL, $CCOI, $PTLO, $DOUG, $ALTG, $SNCR, $AAOI @stpioc - $NRGV (primer) @ragingbullcap - $EVC @RobEducated - $ATEX @topsecretstocks (updates) - $GRAB, $CLOV
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$PINS
$PINS R/R here not the worst unless you think consumer rolling over / monetization tapped (unlikely). YE'26 quick math: $2/shr a'ebitda ('27) x 12.5 = $25 (-10 bear) $2.25 x 15 = $34 (+25 base) $2.40 x 17.5 = $42 (+55 bull)
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$CTRN
Ken Seipel is doing wonders at $CTRN - 4 quarters of HSD comps since he took over and now absolutely crushed it for Halloween- traffic up 20% in October as its $13 costumes went viral on TikTok👯♀️🎃
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The reason there are so many good Europoor s**stacks is because they only need ~12 paying subscribers to live like kings in their homeland
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It is always easy "after" the fact. Go on: https://t.co/NED7ITMUwf Count the amount of trades that are bearish. One for the track record for sure.
joinyellowbrick.com
The best stock pitches on the internet.
Added 44 new stock write-ups to the site (pt final): @UnlearningCFA - $AN @MMMTwealth - $LMND @edvceth - $INT.ST @thewritser - $GLXZ @puppyeh1 - $TFG.AS @EquityBrian - $TCEHY @direports - $CRWD (disclosure red flag) fund letters and more...
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$VRA Fun fact, literally the only public company headquarters I’ve been in (outside of tech companies when I was working in SF) is Vera Bradley’s. And I’ve boated past the old lady founder’s massive lake house.
Ok, hear me out – Vera Bradley $VRA revenue is up in October YoY with 8 fewer full-price stores. Here I will quickly summarize why I think it's worth at least 2x from here: - Vera Bradley is an easy fix after terrible re-brand by Jackie Ardrey that alienated its loyal customer
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@ConsumeOwnTech @ClarkinM @SFarringtonBKC @mvcinvesting @alc2022 @Blinklebloop As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)
joinyellowbrick.com
The best stock pitches on the internet.
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Added 61 new stock write-ups to the site (pt final): @ConsumeOwnTech - $TTD (sold) @ClarkinM - $FI, $FWRD, $JEF @SFarringtonBKC - $NOMD @mvcinvesting - $HROW @alc2022 - $HIMS (earnings) @Blinklebloop - $QFIN and more...
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