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 tracking portfolio outperforming the S&P by nearly 3x over the last year. Not bad for no leverage (and never fully invested), equal position sizing across ~30 holdings at a time, and only copying trades from free pitches
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RT @CEOStockWatcher: Continuing to look into Abnormally Large 10b5-1 Sales. 1) Post-COVID, stocks have performed terribly after insider sa….
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Some stocks that funds bought last Q and wrote up in their fund letters:.$AR.$BWY.L.$FI.$FTRE.$GRDN.$ROSE.L.$ASIC.$NWL.MI.$SRC.L.$GNRC.$LNW.$ARES.$FORT.L.$IQV.$FCN.$NE.$SMIN.L.$YOU.$CHRD.$MEDCL.PA.$RES. find them all on the site.
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@pernasresearch @aaronvalue @rebound_capital @ClarkinM @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 (with links to full writeups).
joinyellowbrick.com
The best stock pitches on the internet.
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Added 59 new stock write-ups to the site (pt final):.@pernasresearch - pass on $PERF & $ZETA.@aaronvalue - $HQI.@rebound_capital - $EL (overview).@ClarkinM - $FSP.@Blinklebloop - $9355.T (pass).fund letters.and more.
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@chitchatstocks @SanjHA3 @ReneSellmann @WolfOfOakville @acidinvestments As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on (with links to full writeups).
joinyellowbrick.com
The best stock pitches on the internet.
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Added 59 new stock write-ups to the site (pt 2):.@chitchatstocks - $OSCR.@SanjHA3 - $PAYX (neutral).@renesellmann (portfolio update) - $ZAL.OL, $AT.L, $EDEN.PA, $BKHT.DE, $MC.PA.@WolfOfOakville - $HC.V (pass).@acidinvestments - $AEBI
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@Unclestocknotes @ResearRagnarok @alc2022 @NewmoonCap @snikhs2 @Fierce__beast @SnowCapResearch As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on (with links to full writeups).
joinyellowbrick.com
The best stock pitches on the internet.
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Added 59 new stock write-ups to the site (pt 1):.@Unclestocknotes (earnings updates) - $MSFT, $UNH, $SPOT.@ResearRagnarok - $KSEZ.@alc2022 - $SPOT (earnings).@newmooncap - $AVIO.MI.@snikhs2 (earnings) - $SPOT, $BKNG.@Fierce__beast - $MPWR.@SnowCapResearch - $FIP (short)
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Google's AI answers are *quickly* catching up to Chat GPT in terms of quality.
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@Fierce__beast @augustusville @MattJMcClintock @InvestSpecial @NWFCapital @NickNemo17 As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on (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):.@Fierce__beast - $KFRC (short).@augustusville - $CAIROMEZ.AT.@MattJMcClintock - $DECK.@InvestSpecial - $ONIT.@NWFCapital - $SAP (earnings).@NickNemo17 - $JAKK.fund letters.and more.
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@PineGroveCap04 @ritmus_sk @Unclestocknotes @wallstengine @BlokeOak57182 @TrickleMicrocap @WolfOfOakville As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on (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 1):.@PineGroveCap04 - $HBFGF.@ritmus_sk - $ANF.@Unclestocknotes (earnings) - $V, $SOFI.@wallstengine - $BL (analyst).@BlokeOak57182 - $GRG.L (earnings).@TrickleMicrocap - $NTRP.@WolfOfOakville - $ROOF.V (sell)
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$CZR.
The potential spin of $CZR's digital business is making $CZR look compelling. The digital business is growing revenues over 20% with EBITDA likely in the $300-$350mm range in 2025 with a line of sight to $500mm+ in 2026. Given the tailwinds in sports betting and iGaming . 1/.
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$IPO.L.
Bought a new position to my portfolio: IP Group $ipo.l.The IP Group is a venture capitalist that collaborates with the best universities in the UK and invests directly in new inventions in the fields of deep tech, cleantech, and life sciences.
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$DSGR.
For a while, $DSGR was a buy-side favorite. A potential mini-Fastenal run by a management team with significant skin in the game (LKCM owns 78% of s.o.). Investors seem to have forgotten about this one, even though earnings are inflecting upwards. 1/n
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More insider shenanigans.
An insider bought $100M of $REZI last week. - During the blackout period (earnings are next Tuesday).- Less than a week before they announced a spin-off that sent the stock up 16%. $16M in one week. h/t @ProfAnalytics
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$CVGW.
Interesting Early Merger Arb Setup Developing at $CVGW — 20%+ Upside Potential. CVGW is one of the largest distributors of avocados in the U.S. The company has faced multiple challenges in recent years, particularly after its founder and long-time CEO retired in 2019. The new.
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Microstrategy insiders using a public offering to buy $20M+ of stock right before earnings is certainly something $MSTR.
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