YB new stock pitches (Fri, Sep 27)

Hello!

I’ve just added 34 new pitches to the website.

As always, you can visit the website at https://www.joinyellowbrick.com (if you are a premium member, make sure to login so you get the most recent pitches).

If you have upgraded to premium and currently receive the morning email that is sent to free subscribers and don’t want to receive it any more since you are getting this email, just reply to this and let me know and I’ll take you off it.

Thanks for reading!

Connor (founder of Yellowbrick and CEO Watcher)

YB PORTFOLIO

The YB Tracking Portfolio copies the trades of the top 10 investors (based on the average returns of their previous stock pitches) in our database of 1,000+ investors.

*All investments in the YBR Portfolio will be for ~3% of the portfolio value

**I use Interactive Brokers (link) for the portfolio because it makes it easy to have multiple accounts for different strategies and allows you to trade international and OTC stocks. If you decide to open an account with them, use this link so they know I sent you.

The YBR Portfolio is only available to Premium Subscribers. If you want to know which stocks the top investors are investing in, upgrade to Yellowbrick Premium.

WINNING PITCH

100%+ returns in 1 months

This pitch for GFP.TO from River Oaks Capital was included on the website and in the Elite Investor Feed (link) for Premium Subscribers in mid-August and is up over 100% in just 1 month.

A COUPLE OF THE MOST INTERESTING NEW PITCHES

Company: BRAIN Biotech AG ($BNN.DE)
Author: ToffCap (Twitter)
Author Returns: <premium subs only>
Sentiment: neutral
Category: Turnaround
Market Cap: EUR 51.56M
Given Upside: N/A
BNN.DE (potential turnaround): €129M royalty deal (€18.4M upfront, €18.4M on approvals, €92M on sales milestones) vs €48M market cap. Deal showcases pipeline potential. Co. plans to monetize more high-value projects. Stock underperformed as platforms missed expectations, but deal signals turnaround potential. - link

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Company: International Money Express, Inc. ($IMXI)
Author: Thomas Niel (Blog)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: USD 601.29M
Given Upside: 51%
IMXI: Undervalued remittance co at 8.7x P/E vs peers 11.8x. Activist investors push for sale/changes. Recent M&A expands reach. Potential 51%+ upside to $29+ based on peer multiples. MoneyGram deal suggests $30+ takeover price. Risks: weak earnings, immigration policy changes. Strong buyback program. - link

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Company: Porsche Automobil Holding SE ($PAH3.DE)
Author: One Foot Bars (Blog)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: EUR 12.49B
Given Upside: N/A
PAH3.DE: 34% discount on VW/Porsche AG. 13% div yield. VW: 10% div yield, 12% CAGR since '05. €160B brand portfolio vs €47B mkt cap. Mgmt cutting costs. Risks: China competition, EV transition. Porsche SE: €5.50/sh div income, €2.56 payout. Debt paydown, small tech investments. Patient play on dividends, brand value. - link

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Unlock all stock pitches by upgrading to Yellowbrick Premium.

PITCHES FROM TOP INVESTORS

All of the top pitches from the best-performing investors are in our curated Elite Investor Feeds at joinyellowbrick.com/feeds

THE REST OF THE PITCHES

To get access to all of the stock pitches, upgrade to Yellowbrick Road Premium. If part of your job is idea generation (either for your personal account or a fund), it’s a no-brainer.