Yellowbrick Investing
@joinyellowbrick
The best source of market-beating stock pitches in the world at https://joinyellowbrick.com
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
$YB
One of the most interesting stocks I’ve found in months ➢ Chinese online insurance broker & tech platform ➢ Recent Nasdaq IPO ➢ Ex-NetEase C-suite ➢ 104% rev CAGR (3y), 43% Q1/25 rev growth ➢ 95% GM | 28.6% OM | 47% ROCE ➢ 2025 fwd P/E: 7.8 📌 A thread on Yuanbao $YB 🧵
$MDB
$MDB 🔥MongoDB: The Agentic + AI Data & Memory Layer Powering the AI Revolution 🔥 I’ve been working tirelessly to build the ultimate AI Leaders Portfolio to mint AI millionaires during the coming AI market boom. As the U.S. embraces AI innovation and AI transforms every…
Real quick 20%+ for @ResearRagnarok and @leevalueroach (on what appears to be a fairly controversial pitch in the comments)
Ragnarok Research is Long $AEI: Alset Inc: A 13m dollar company with 20m dollars in net cash actively buying back shares with an extremely incentivised CEO who is also buying shares hand over fist ATM! This research report is a collaboration post along with @leevalueroach, one of…
The $PSIX pitch from @majgeoinvesting in his @IdeaBrunchEmail interview is up almost 70% in 6 weeks
This @joinyellowbrick site is quite interesting. You can search an author's name to find their track record or at least the part of it that was picked up by their bots. You can see many NCP picks in the past & how they fared. Funny I can't find much for mouthy adversaries. lol?