Yellowbrick Investing
@joinyellowbrickThe best source of market-beating stock pitches in the world, guaranteed. https://t.co/AWIT4pheU0
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I collected 106 new Professional Fund stock pitches this week from Q3 fund letters. Here are 17 of the most interesting:
$WCT down like 60% since @maninapurpledr1 pitched as a short last month 👇
Added 33 new stock pitches to the website, including (pt 2): @BigBullCap - analyst reports on $ARM and $NOW @everyonehatesp1 - $VLN.TO @northeasternsvf - $PNG.V @maninapurpledr1 - $WCT (short) @Stl_MAR - $NTIP
CTO and President at $AXON both made their largest sales ever in the last two days
Probably my favorite portfolio on here. Only invests in gaming stocks. 94% of holdings in 4 stocks. +62% YTD
Portfolio update 20241115 +62% YTD (after fees) Sacrificed the minor positions to make room for Embracer, also sold some Capcom and doubled up in SEGA on the recent slaughter. Splendid year without any losing trade even making up 1% of the total portfolio value.
$TTWO note
Has anyone done the math / work on what Take-Two $TTWO EPS could look like with GTA VI in the model? For context, street is modeling $2.54 this year (FY 2025), $8.03 in FY 2026, and $9.25 in FY 2027. Thanks in advance.
Added 27 new stock pitches to the website, including (pt 1): @k_ristovski - $EBAY (overvalued) @pernasresearch - pass on $VREX / $TXG and $LASR (more research needed) @alluvialcapital - $CMTOY @mavix_leon - $ALCUR.PA @CapitalFang - $AHT
Buying the $AVNW dip
Following $AVNW's massive drop, I've re-established a decent pos'n. IMO, Q1 was hit by a ton of mostly 1x issues, incl'ing signif mgmt distraction from Q4 integration, audit, etc. Q2 bookings are strong again and if that remains, we could see $30's by YE. Current value ~$17 IMO.
$MYTE
A thread on Mytheresa $MYTE, one of my favorite opportunities in the market today. (1/x)
Sold out concerts for VTubers $5253.T
Seeing stuff like this from Cover (5253) is always fascinating. I only kind of get it, but its wild how much people love VTubers. [Timestamped for start of concert/audience size] youtu.be/eWqiZHIoOjk?t=… This VTuber is holding a few concerts. They're all sold out in person. Had…
$GAMB
$GAMB with another massive quarter. Revenue +37%, EBITDA +108%, EPS +79%. 14m fcf which they used to buyback a significant amount of shares (5% of Shares O/S). Massive margin expansion and balance sheet remains clean, all this for 11x EPS? This thing needs to go way up.
United States Trends
- 1. Tyson 564 B posts
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- 17. End 1Q N/A
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- 19. Philon N/A
- 20. Netflix and Thrill N/A
Who to follow
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Rajat Soni, CFA
@rajatsonifnance -
Sara | Trading Performance Coach
@PerceptivTrader -
Thefrugalgay🏘
@Thefrugalgay11 -
TheTradingChamp
@TheTradingChamp -
Tom Nash
@iamtomnash -
BeyondTheTrades
@BeyondTheTrades -
Bloom Energy
@Bloom_Energy -
Cryptocurrency News Channel
@CryptoNewsBob -
Sumit Garg
@sumgrg -
Scott Choppin
@ScottChoppin -
🆑PATS🏈🏆
@CLPatriotsFB -
Multi-chain
@BTCxLTCxETH -
poordart
@poordart -
eli
@elite_cam72 -
Shelterforce
@Shelterforce
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