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YB new stock pitches (Mon, Apr 21)
Connor Van Ooyen
April 21, 2025
Hello!
I’ve just added 47 new pitches to the website.
As always, you can visit the website to see all of the stock pitches and search/filter them at https://www.joinyellowbrick.com (if you are a premium member, make sure to login so you get the most recent pitches).
Thanks for reading!
Connor (founder of Yellowbrick and CEO Watcher)
P.S. - if you want a condensed, links-only view of the stock pitches for faster browsing, you can find it at https://www.joinyellowbrick.com/links
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.
Current returns (started mid-May)
WINNING PITCH
100%+ returns in 2 weeks for $NUTX
Forager Funds' most recent pitch is already up over 100% in just 2 weeks (link). Pretty wild.
If you aren’t using https://www.joinyellowbrick.com, you are missing out on tons of killer stock pitches! Hint: check out the Elite Investor Feeds.
Make sure to visit https://www.joinyellowbrick.com to find your next winning stock pitch.
HIGHLIGHTED PITCHES (FREE)
Author Returns
The below stock pitch is from Oakmark International Fund.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
Author Returns
The below stock pitch is from Polymath Investor.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Polymath Investor
A $173M Microcap Sitting on $225M Cash and $2.8B in Federal NOLs - ContextLogic Inc.
ContextLogic Inc. does not have significant operations. It focuses on identifying, evaluating, and executing strategic opportunities.
Ticker: LOGC | Price: $6.51 | Price Target: $18 (+176%)
Market Cap: $177M | Timeframe: N/A
💵 Cash Shell | 🚨 Special Situation | 📈 Bullish Idea
ContextLogic Inc. (LOGC) at $6-7/share represents a tax-focused turnaround opportunity with a $5-6/share cash floor and $2.8 billion in NOLs potentially worth $567 million in tax savings. The company pivoted from its failing Wish.com business (sold for $173M cash) to become an NOL vehicle. BC Partners recently invested $150 million (with another $75M available) and added expertise to help acquire profitable businesses that can utilize these tax assets. CEO Rishi Bajaj is incentivized with a compensation package tied to share price milestones of $10, $16, and $21. The bull case involves successful acquisition(s) driving share value to $18+ by utilizing the NOLs; the bear case includes risks of Section 382 ownership change limitations, expiring NOLs (some starting in 2030), and a recent Nasdaq delisting threat that adds urgency to complete a deal. The company has implemented a poison pill to protect the NOLs and promises to return capital to shareholders if no suitable acquisitions materialize.
Read the full article here. Read time: 20 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/116676/?ref=PLACEHOLDER
Author Returns
The below stock pitch is from Unemployed Value Degen.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Unemployed Value Degen
Where everybody knows your name, and they’re always glad you came: PubMatic $PUBM
PubMatic, Inc., a technology company, engages in the provision of a cloud infrastructure platform that enables real time programmatic advertising transactions for digital content creators, advertisers, agencies, agency trading desks, and demand side platforms worldwide.
Ticker: PUBM | Price: $8.89 | Price Target: $16.41 (+85%)
Market Cap: $443M | Timeframe: 2026
📢 Ad Tech | 📈 Bullish Idea
PubMatic (PUBM), an ad tech company, trades at just 1.38x P/S (down from 8.5x in 2021) despite achieving 9% revenue growth and 32% EBITDA margins, qualifying it as a Rule of 40 company. The stock offers an attractive 18.25% FCF yield with management guiding for 15% revenue growth in 2025. This founder-led business (20% insider ownership) has spent $140M on share buybacks, reducing the share count by 8%. While competing against tech giants like Google, Amazon, and Microsoft, PUBM's independent positioning appeals to advertisers who prefer platforms outside mega-cap ecosystems. The company benefits from growth across mobile, closed-circuit television (including sports gambling opportunities), and emerging markets. Despite having only $38M in long-term debt and generating $73M in operating cash flow in 2024, PUBM's market cap has collapsed to $402M. With continued revenue growth and a potential multiple re-rating to 2x P/S, a price target of $16.41 by 2026 represents a 40% annualized return.
Read the full article here. Read time: 4 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/116659/?ref=PLACEHOLDER
Find all of the stock pitches on https://joinyellowbrick.com (30-day delay for free subscribers).
Unlock all stock pitches (plus historic author returns and Elite Investor Feeds) by upgrading to Yellowbrick Premium.
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.
🎁 REFERRAL PROGRAM 🎁
Use your unique URL below or the share URL for any of the stock pitches to unlock insanely valuable awards.
Premium members have access to these awards here.
THAT’S ALL FOLKS
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Connor
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