Yellowbrick Investing
@joinyellowbrick
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I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily newsletter
Joined January 2023
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Pinned Tweet
5 non-US micro-cap companies you probably missed:
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4
28
13Fs were filed this week. Here are the portfolio updates for 36 of the top hedge funds:
Anything stand out?
48
172
1K
Clark Square Cap (
@ClarkSquareCap
) is one of the best investors on here.
They let me take a look behind their paywall and see what I could find.
Here are some of their best pitches (and their two newest ones):
6
15
136
I calculated
@CapitalVoss
returns on the 61 stock pitches they've mentioned in fund letters since 2018.
Avg 1y returns are 28%. Pretty, pretty good.
And they just put out their new fund letter with the following pitches: $IMXI, $GENI, $SWI, $SLCA, $RTO, $ALTG, $RCM, $PAR
5
17
126
Started a small portfolio a month ago in my personal IBKR just blindly copying the trades that some of you dummies announce here on X.
0 due diligence. Size trades based on vibes.
+20% in 1 month lol
13
2
75
10 of the most profitable stock pitches from July:
2
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58
Our AI analyzed 195 investment articles this morning.
We found 3 stocks with significant upside potential:
1. $ABNB
2. $NSANY
3. $CHWY
Want to know why these stocks are about to pop? Like this tweet and I'll DM you what we found!
1
0
51
Dalius (
@InvestSpecial
) is one of the best investors on here and an incredible source of special situations / event-driven ideas.
He let me take a look behind his paywall and see what I could find.
Here are 5 of his best pitches (and the 3 newest ones):
3
5
51
Rogue Funds (
@Jaro_rogue
) is one of the best investors on here.
Their pitches include a crazy turnaround at $SZL.AX (-24% after 6m then +243% after 1y), +60% on $MOB.ST in 3 months, and more.
Let's look at their best pitches and 3 newest ones:
1
3
51
With the Japanese stock market falling apart, here are 10 recent pitches for Japanese stocks if you are looking for buying opportunities:
2
5
50
5 pitches from the mid-year portfolio updates of some of the best investors on here:
$VTY.L -
@hcapinvesting
$ODFL -
@SeekingWinners_
$CZBS -
@DeepValueStonks
$RICK -
@AceRiverCapital
$GRUSF -
@JDerevyanny
The pitches:
3
6
49
Big News!
Yellowbrick used to be the only service collecting all of the stock pitches from fund letters, analyst reports, blogs, tweets, etc.
But now, it's also the only service calculating the historic returns of those pitches to help identify the top investors
More 👇
3
4
49
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
0
17
41
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
0
13
42
Looking through
@hurdle_rate
stock pitches and he has posted some killers (including a $GME value pitch back in 2019 that is up over 2000% lol).
Here are some his best pitches (and his new ones)
3
3
41
Has to be one of the highest alpha emails.
The 3 pitches in our April 17th email: $TSSI, $FCH.L, $HUMA.
Up 189%, 99%, and 98% respectively (even with $TSSI down 12% and $HUMA down 18% yday).
Shoutout to
@Mike10947310
, Rockwood Strategic, and
@beefwellingtoni
for the pitches
1
6
40
Morningstar analyst gives $LAC a MASSIVE price target (168% above current price)
Here's their reason:
The analyst holds a bullish stance on Lithium Americas, valuing the stock at $50 per share, considering it undervalued.
(cont)
1
7
40
Found 27 stock pitches yday & shared 3 in this morning's email:
- 176% upside in a customer engagement SaaS co
- A Taiwanese furniture manufacturer trading at an EV/EBIT of 3.71
- Goldman initiates a uranium stock
Like this post and I'll DM you the pitches (must be following)
1
0
35
Added 30 new stock pitches to the database:
@KyleAdamsStocks
- $CREX
@DMetropolitan
- $LSF
@uv_shares
- $Z59.SI
@two_natural
- $TWST
@oilgastourist
- $SQZ.L
@Aureliusltd28
- $WAL
@safe_our_souls
- $ENDUR.OL
@BigBullCap
- $BRZE
@thexcapitalist
- $ULTA
@InvestInJapan
- $8914.T
5
6
33
Added a few new stock pitches to the website before the Easter weekend.
Featuring:
@uv_shares
- $ALLFG.AS
@ppinvest
- $BQE.V
@marketplunger1
- $GENK
@ValueIsaac2002
- $TR1.MC
and a few more
Give them all a follow and see all 2000+ stock pitches on the website
4
4
29
$DUR.AX has been pitched a few times recently by some smart investors
@JonCukierwar
@JoeValue
@MMMTwealth
(summaries in pics)
1
5
31
Nearly 300% upside at $NMM due to discount to NAV and inflecting market -
@CorneliaLake
100% upside for $MNY, the largest online financial product lead generator in Asia, trading at 0.2x EV/sales -
@ClarkSquareCap
$ALVR is an acquisition target -
@ToffCap
1
3
31
The 5 best accounts who mostly post ideas directly on X:
@ToffCap
,
@blondesnmoney
,
@lfg_cap
,
@Crussian17
, and
@NestBetter
.
Who's mad about this?
2
1
31
I interviewed
@pernasresearch
, who has returned 400%+ since 2017 and share actionable stock research for professional investors and RIAs.
We discussed their:
- Investing philosophy and process
- Best investments
- Favorite stocks right now
- and more
Here are some highlights
2
4
31
Here are 10 of the most interesting micro-cap stocks pitches recently. Featuring:
$PROM + $FIEB -
@eriksen_tim
$FTHM -
@antarcticapital
$DBA.MI -
@Floebertus
$CAR.L -
@RebelHQ
$STB.L -
@FirmReturns
$IQ.V -
@WolfOfOakville
and more
1
7
31
Good thread on small/micro cap researchers.
Everyone agrees
@JonCukierwar
is the best, but some other great mentions include: Clark Street Value (
@ClarkinM
),
@ToffCap
,
@ClarkSquareCap
,
@memyselfandi006
,
@Uzocapital
,
@FinSkeptic
,
@SebKrog
Who are the best small cap and micro cap researchers out there?
Indifferent if paid or public.
cc:
@joinyellowbrick
@SumZero
5
4
39
0
2
31
5 of the best investors in our database + a couple pitches:
@pernasresearch
- $XMTR (+53%), $BRBY.L
@Mike10947310
- $FNCH (+200%) + re-iterated $FNCH
L1 Capital - $SVW.AX (+73%), $CRH
@antarcticapital
- $K2A-B.ST (+100%), $FTHM
@DMetropolitan
- $SOWG (+100%), $BRFH
2
5
30
FINTWIT 2023 RECAPS
This thread is a collection of 2023 recaps from fintwit investors I follow.
If I'm missing any, comment them
Here we go:
1
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27
I've collected all of the stock pitches for one of the better investors on Fintwit who averages 80%+ one-year returns on their bullish pitches.
Just reply to this tweet with "dm" and I'll send you a link to their full profile with all of their stock pitches.
114
1
28
TODAY'S STOCK PITCHES:
$C has a "hell of a setup"
Plus, $CPNG is an "undervalued diamond in the rough", cheap Japanese net-nets, and a highly profitable SaaS company in Finland ($ADMCM.HE)
Here are the summaries:
1
4
27
10 new stock pitches from Q2 fund letters that you probably missed:
1
3
27
Our AI analyzed 183 investment articles this morning.
We found 3 stocks with significant upside potential:
1. $TSM
2. $META
3. $RICK
Want to know why these stocks are about to pop? Like this tweet and I'll DM you what we found!
1
1
27
🤖📈 AI Stock Pitch Summaries for 2023-04-19 🤖📈
Our AI tool read and summarized 164 investing articles so you don’t have to.
🧵 Here are some of the best:
1
1
24
Just added a TON of stock pitches to the database:
@pernasresearch
- $CARD.L, $RELY
@borrowed_ideas
- $AON
@spreecap
- $WCC
@Secrets4stocks
- $ITH.L, $OKEA.OL
@SnowsofNebraska
- $GIG.OL
@johnsmithpseudo
- $SPX.L (neutral)
@realLigerCub
- $MBUU
@41investments
- $ACLS
@hurdle_rate
3
2
26
Added 39 new pitches, including:
@ToffCap
- $TLS (neutral)
@FBuschek
- $ITMSF
@WolfOfOakville
- $IQ.V
@entrematorrales
- $IBP
@Petty__Cash
- $STC.TO
@SeekingWinners_
- $EVO.ST
@LuisVSanchez777
- $TLN
@sweetstocksblog
- $4732.T
@PierreLLoup
- $DANR.MI
@FluentInValue
- $CRM
4
5
26
Our AI analyzed 174 investment articles this morning.
We found 3 stocks with significant upside potential:
1. $MODG
2. $V
3. $KHC
Want to know why these stocks are about to pop? Like this tweet and I'll DM you what we found!
1
0
24
3 of the stock pitches I found yesterday (39 more added to the database).
- $IGIC trading at 1x book value -
@blondesnmoney
- French defense company $AM.PA -
@RodriGo_ethe
- $BLDE with 200%+ upside -
@LastBearStandng
1
1
24
Added 37 pitches to site
@restructuring__
- $ATD.TO
@mining_charts
- $TSG.V, $LI.V
@OrientalValue
- $1161.HK
@StephenFrampto9
- $MOB.ST
@Secrets4stocks
- $HTG.L
@AlmostMongolian
- $VLE.TO
@JoashReid1
- $CBB.MI
@PierreLLoup
- $GBSMF
3 fund letters
Feel free to comment pitch link
5
3
24
Added 35 stock pitches to the database, including:
@Petty__Cash
- $HWO.TO
@david_katunaric
- $CARD.L
@jefke00
- $FDEV.L, $GTX
@WolfOfOakville
- $MYID.V
and pitches from the
@SagaPartners
,
@gbcvalue
,
@East72Dynasty
, and
@Headwaters_Cap
fund letters.
4
3
23
A couple of pitches from this morning's email:
$PNG.V: 400% upside for the leader in marine tech -
@DeepSailCapital
fund letter
$NXGL: hydrogel maker experiencing 80% revenue growth with a monopoly in its niche w/ 100% upside -
@BreakoutInvestr
0
6
23
One of the newer investors I started tracking. Great start
My 0.19x P/B gem is 35% UP since my write-up a week ago.
Probably luck.
It's still an incredibly cheap real estate company.
Link in bio.
0
2
46
1
1
22
3 of the stock pitches I found yesterday:
- 50% upside at $CZBS by
@alexbossert
- $XMTR earns 96% of rev from existing customers by
@valuetowhom
- $DR.TO trades at 7x FCF and 4.9x EV/EBITDA
As always, more pitches were added to the website
1
3
22
Added new stock pitches to the website.
Featuring:
@Decipherintl
($1070.HK)
@ToffCap
($PPSI)
@siyul
($DB)
@DaBao_
($1475.HK)
@Jam_invest
($HSBK.L, $1837.HK, $0882.HK)
@abivis
($EB)
@KrokerEquity
($KHC)
@DevinLaSarre
($LOG.MC)
@finphysnerd
($GABI.L, $MSTR)
@stwboerse
($PYPL)
1
3
22
3 stock pitches from this morning's email:
$DEFTF, an undervalued crypto exchange with 1500% upside -
@ericjackson
$FARM is hitting an inflection point with 100%+ upside -
@CorneliaLake
Bireme Capital believes the entertainment portion of $DIS is worth the whole mkt cap
0
4
20
3 pitches from this morning's email:
$MCD is trading below historic valuations + mkt discounting mobile app/loyalty program -
@BlueDuckCap
$CURN has rapid growth at a low valuation -
@DeepValueStonks
$CNH - agricultural equipment manufacturer with 100% upside
0
1
20
New stock pitches up the website!
Featuring:
@augustusville
($NWX.F)
@alex_dragut
($DAC)
@Petty__Cash
($MCB.TO, $CPH.TO)
@memyselfandi006
($AAD.DE)
@mining_charts
($MSA.TO)
@SanjHA3
($ORCL)
and more...
Give them all a follow and checkout their full posts
2
2
18
Who are the best investors who post ideas directly on Twitter?
@ToffCap
@Crussian17
@smantel
@KevinLMak
@KyleAdamsStocks
@BoxLongs
@CapitalPmh
@blondesnmoney
all share a ton
2
2
18
$ALAR has become quite popular on Twitter/X recently. I've collected a few of the stock pitches (h/t
@smantel
, Multibagger Monitor, and more) and combined them here
1
2
18
Here are the stock pitches I found on X this week
Featuring:
@LionCubsFund
@alc2022
@JonahLupton
@WealthyReadings
@ToffCap
@DimitryNakhla
@RihardJarc
@TeddyOkuyama
@puppyeh1
@alexbossert
@clonedcapital
@chasericker3
@BigBullCap
1
2
16
My interview with
@evfcfaddict
went out in my newsletter this morning.
Here are some of the highlights (and a link to the full post), including:
- His most recent, successful investment
- Two of his favorite stocks right now
- and more
👇
5
3
18
Some of the best stock pitches I found on here this week.
Featuring:
@ragingbullcap
@BLyons151
@BigBullCap
@ToffCap
@clonedcapital
@finphysnerd
@StockMarketNerd
@JonCukierwar
1
4
18
Our AI analyzed 175 investment articles this morning.
We found 3 stocks with significant upside potential:
1. $DUOL
2. $TSM
3. $ADBE
Want to know why these stocks are about to pop? Like this tweet and I'll DM you what we found!
1
1
17
Added 37 pitches to the database
@pernasresearch
- $OCDO.L (neutral), $PODC (pass), $LEU
@finphysnerd
- $MTCH
@entrematorrales
- $YOU.L
@rusholmecapital
- $TBL.TO, $DLCG.TO
@RhinoInsight
- $SUS.ST
@SteveWagsInvest
- $RKLB
@MMMTwealth
- $DUR.AX, $DNP.WA
couple fund letters
3
3
17
3 stock pitches from this morning's email:
- $RCM has 124% upside after lowball buyout offer from
@CapitalVoss
fund letter
- $OTEX: a software service provider with 137% upside from Inver Value Fund
- $TATT: an aerospace services firm with 169% upside by
@SharogradskyM
0
2
17
Added 44 stock pitches, including (pt 2):
@SFarringtonBKC
- $CRC
@ragingbullcap
- $MREO
@AltayCapital
- $2267.T
@FirmReturns
- $STB.L
@KylerJohnson411
- $KNSL
@blondesnmoney
- $1885.T
@KrokerEquity
- $ACI
@East72Dynasty
- $FCMC.PA $VIL.PA $ODET.PA $CAT.AX $MMB.PA
2
3
17
2 stock pitches from today's email:
$CZBS - low valuation despite overcapitalization, 100yrs+ of profitability, and tailwinds -
@alexbossert
in
@IdeaBrunchEmail
Cannabis ad platform ($MAPS) with 250% upside by
@ClarkSquareCap
in
@uv_shares
Weird Ideas conference
0
2
17
Added 32 new stock pitches to the database, including (pt 1):
@hcapinvesting
- $BRMI.TO, $TVK.TO, $SEI.V, $BQE.V, $LMN.V, $MOB.ST, $CPH.TO, $DRX.TO, $VTY.L, $IWG.L
@TMTMoats
- $SPOT
@Giuliano_Mana
- $WINA
@weenink_arnold
- $3679.T
@Kreuzmann13
- $PHX.AX
1
3
16
5 new pitches from the mid-year portfolio updates of some of the best investors on here (
#2
):
$DRX.TO -
@hcapinvesting
$RDCM -
@Jaro_rogue
$VCTR -
@aaronjsallen
(Marion Capital)
$XPOF -
@microcapmindset
$AAPL - Wedgewood Partners
The pitches:
2
6
17
I added 35 stock pitches to the website, including:
@Mike10947310
- $FNCH
@sapiensdiary
- $GTN
@TrickleMicrocap
- $E.TO
@realLigerCub
- $STRM
@k_ristovski
- $BROS
@KylerJohnson411
- $WBD
@waterboycap
- $LNF.TO
@ClarkSquareCap
- $PMD
2
6
18
@otjohnsr1
I don't actually remember lol. It's only been like 8-10 trades. I think there were ones from
@pernasresearch
,
@ToffCap
,
@Mike10947310
,
@DMetropolitan
,
@Crussian17
,
@puppyeh1
, and
@ragingbullcap
. They are all great follows regardless
1
1
16
3 stock pitches from this morning's free email:
$GRUSF - Mindset Value owns 14% of the co, undervalued at 4x EBITDA
@aaronvalue
$WISE.L - new position for Asheville Capital
@Jake___Barfield
$INTC - turnaround opportunity, gov support + cost cuts
@KylerJohnson411
2
4
17
STOCK IDEAS: Greystone Capital Management on $SYZ.TO
Plus, Needham gives $DV a $45 price target, red flags at $FSR, $DHR as a top pick for 2024.
Here are the summaries:
2
0
15
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
0
2
16
All of the stock pitches I found on Twitter this week:
Featuring:
@puppyeh1
@chasericker3
@BigBullCap
@alexbossert
@TeddyOkuyama
@clonedcapital
@LionCubsFund
@DimitryNakhla
@Elkingnatinho
@finphysnerd
@NestBetter
@PaulBieber
@ArmsGarrett
@TechFundies
@InvestSpecial
👇
1
1
15
Added 42 new pitches, including:
@jefke00
- $TIGO
@acidinvestments
- $FIVE
@ArmsGarrett
- $CNH
@1MainCapital
- $BNED
@value_invest12
- $PDD, $HFG.DE, $BTI (neutral)
@dsmoak98
- $LNF.TO
@sweetstocksblog
- $LGRS.L
@stwboerse
- $CRWD (neutral)
@thexcapitalist
- $AXP
1
1
16
A couple stock pitches from this morning's email:
$FOUR - recently declined buyout offers, strong growth, and undervalued by 64% -
@RahulSetty_
$HAS - New management + Wizard of the Coast brand are revitalizing the company
1
2
15
FitLife Brands $FTLF has been a pretty popular bullish pitch this year with some very smart investors owning/pitching it:
@stoiccapital72
, River Oaks Capital, Alluvial Capital,
@dsmoak98
,
@JanSvenda
,
@evfcfaddict
Summarized the pitches in this image
2
2
15
Starting to calculate returns for the blogs/investors we track.
Not too shabby by this investor
(hint: might be my next investor interview this Sunday if they get their responses in soon)
1
0
15
Stock pitches added to the website today (pt 1):
@mikrocap
- $YRD
@RebelHQ
- $YU.L, $MPAC.L, $MKS.L, $TIFS.L, $TRST.L
@FernandoInvests
- $SMLP, $LFVN
@johnsmithpseudo
- $CRDA.L
@valuedontlie
- $MMM
Follow them and read their full writeups
1
0
15
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
1
3
14
Lot of smart people have gotten $DR.TO correct (so far)
@evfcfaddict
@ToffCap
@DaikokuCap
@Ausramcap
Medical Facilities $DR.TO with Q4 way above estimates:
Discl.: Very long
2
4
47
1
1
15
Added 31 pitches:
@scocap7
- $UGE.V
@alexeliasson
- $SEPL.L
@ClarkinM
- $IKNA
@Jave_t23
- $WIRTEK.CO
@JonCukierwar
- $DUR.AX $KITW.L
@adriarivero_
- $MRLWF
@ideahive
- $6736.T
@JoeValue
- $DUR.AX
@BearCaveEmail
- $RICK (short)
and more...
Feel free to reply with link
1
3
15
3 stock pitches from this morning's email:
- $DUR.AX:
@JonCukierwar
is bullish after 30% YTD decline
- $UAN: a nitrogen fertilizer producer with nearly 150% upside from VIC
- $GASS: cheapest LPG shipper with 65% upside from
@smantel
0
2
15
Added 33 pitches to the database, including:
@pernasresearch
- more research needed on $WULF, $GENI, and $CDZI
@WolfOfOakville
- $IFA.TO (neutral)
@yieldsup
- $CHR.TO
@BigBullCap
- $SNOW
@ClarkSquareCap
- $MNY
@ToffCap
- $ALVR
1
1
15
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
5
3
15
Earnings overview of $ACIC by
@JonCukierwar
.
Some others who either bought the earnings dip or have been following:
@DaikokuCap
@FundasyInvestor
@ragingbullcap
@DheerajNam
Full writeup:
0
4
14
Added 36 new stock pitches to the database, including (pt 2):
@BreakoutInvestr
- $LCFY, $GEODF, $PNG.V
@EastAsiaStocks
- $EDU
@AlphaSeeker84
- $FROG
@IamNGupta8
- $ASCCY
@LDiscernment
- $SKYH
1
2
15
Added 43 new stock pitches to the website, including (pt 1):
@ResearchGrizzly
- $WULF (short)
@ragingbullcap
- $CRON
@two_natural
- $ILMN (neutral)
@investwithwes1
- $JD.L
@SimplerInvestor
- $AALLON.HE
@MattJMcClintock
- $NKE
@Jave_t23
- $SDG.L
3
3
15
3 professional investors pitched $FTLF recently.
Here are those pitches:
3
2
14
3 stock pitches from this morning's email:
$RCAT has already started to run, but
@Mike10947310
still believes it has multibagger potential
$KKR is the "Berkshire of alternatives" by
@MontakaGlobal
$BSM - 9% dividend and potential for growth by
@SFarringtonBKC
0
1
14
$CZBS pitch by
@alexbossert
Citizens Bancshares Corporation, the holding company for Citizens Trust Bank, is a publicly traded bank based in Atlanta, Georgia. The ticker is $CZBS. Citizens is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50,
4
4
83
2
2
14
3 stock pitches from this morning's email:
$GRVY has 20% earnings yield and cash pile that exceeds mkt cap by Arar Fund
@DMetropolitan
is already up 50% on $BRFH, but believes it still could have 9x more to go
Special sit liquidation play at $EQC
1
5
14
Added 30 new pitches to the database, including (pt 2):
@InvestSpecial
- $BOLT
@MMMTwealth
- $HIMS
@BigBullCap
- $MU, $LULU (bearish)
@SteveWagsInvest
- $RLAY
@entrematorrales
- $NCK.AX
@RadnorCapital
- $NXT
@puppyeh1
- $TH
@antarcticapital
- $PROC.L
2
4
14
@ClarkSquareCap
$MAPS
A cannabis advertising platform with 4x upside (and a potential takeout target).
1
0
14
3 stock pitches from this morning's email
$CLH - tailwind of mega projects in the pipeline and multiples expected to recover - Merion Road Capital
$SUP - poised for growth with 600% upside -
@kingdomcapadv
$LSF - turnaround underway, FCF positive in 12 months -
@IamNGupta8
0
3
15
24 new stock pitches added to the website (summaries sent in premium email)
@Decipherintl
- $1070.HK
@Investing501
- $STKS
@310Value
- $SES.TO
@borrowed_ideas
- $LULU
@Ausramcap
- $BFCC
@ragingbullcap
- $LQDA, $ROIV, $MREO
and more...
Give them all a follow
1
0
14
Toff has been all over $DRX.TO. I've got 4 pitches from them in my database starting when the price was CAD 7.55. It's up to CAD 11.25 today (+49% in 3 months)
The crazy thing re ADF remains the same: even after today's move, $DRX is trading at ~4x ev/ebitda on YE b/s on my (I would argue conservative) $70m ebitda estimate...
In other words... we basically had no multiple expansion.
4
4
31
1
1
14
Paid a stupid amount of money to S&P so I can global stock data and calculate historic returns for stock pitches from Twitter, blogs, etc.
No surprise to anyone that knows him, but NoNameStocks is really, really good.
Related, pretty killer upgrades coming to YB soon
0
0
14
Added 27 new stock pitches to the website and will be sending summaries in the premium email in a couple of hours.
@ToddWenning
- $PKG
@McD_Investments
- $BH
@WallStGunslingr
- $BLDR
@junkbondinvest
- $VSCO
@smantel
- $SBFM
@YetAnotherValue
- $QSR
@entrematorrales
- $SCK.MI
1
1
14
🧵Which banking insiders are buying their stock after the crash?
We calculated how much insiders are buying, the price they bought at (and compared it to the current price), and the returns of the stock over the last month to see which banking stocks may be good buy
3
4
13
Added 39 new pitches to the database, including (pt 2):
@AlmostMongolian
- $ACT.CN
@DevinLaSarre
- $MOMO, $WB
@Wubbebos
- $ABN.AS
@sammccolgan
- $NXGL
@stpioc
- $AILE
@optimist_fund
(Optimist Fund letter) - $SMAR, $UBER, $MNDY, $CVNA, $W
1
4
13