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YB new stock pitches (Thu, Jan 9)
Connor Van Ooyen
January 09, 2025
Hello!
I’ve just added 36 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
90%+ returns in less than 5 months
This Zoomd ($ZOMD.V) pitch from everyonehatespoetry (@everonehatesp1 on X) in August (link) is up over 90% in 5 months.
This stock pitch was featured in the Elite Investor Feed (link) which includes stock pitches from the investors with the highest historical returns.
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 @RadnorCapital.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
TWITTER - @RadnorCapital
Axon (AXON) Poised for Long-Term Growth with Strong Market Demand for Body Cameras and Cloud Solutions
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, Software and Sensors, and TASER.
Ticker: AXON | Price: $577.34 | Price Target: N/A
Market Cap: $44B | Timeframe: N/A
🚔 Tasers | 💻 Public Safety Software | 📈 Bullish Idea
Axon Enterprise, Inc. (AXON) is positioned as the operating system for public safety, addressing a $77B global TAM while currently capturing less than 2% of customer budgets. The company's cloud and subscription-based software, integrated with sensors and Taser devices, is experiencing strong growth, with Axon Cloud expected to grow 32% this year and 27% next year. The Taser 20 upgrade has accelerated growth from 25% to 36%, while Body 4 cameras are shipping in record numbers. Axon's AI bundle, including Draft One at $85/mo/seat, offers potential for further growth. The company targets a 20%+ CAGR post-2024, with potential for 25-30% growth. Gross margins are improving from 63.2%, and FCF margins are projected at 17-20% for F25/26. With bookings expected to accelerate in 2H24 and street estimates for F25 at 23% growth looking conservative, Axon appears well-positioned for continued expansion in the public safety sector.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/15404/?ref=PLACEHOLDER
Author Returns
The below stock pitch is from Hertford Capital.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
FUND LETTER - Hertford Capital
Hertford Capital Added On Portfolio Holding: Nagarro SE
Nagarro SE, together with its subsidiaries, provides digital product engineering and technology solutions in North America, Central Europe, rest of Europe, and internationally.
Ticker: NA9.DE | Price: EUR 76.55 | Price Target: N/A
Market Cap: EUR 1.05B | Timeframe: N/A
💻 Software Development | 🚨 Special Situation | 📈 Bullish Idea
I use Interactive Brokers link to trade international and OTC stocks (if you can’t trade them in your current brokerage)
Nagarro SE (NA9.DE), a software development company, presented an attractive investment opportunity following a profit warning in October that led to a sharp decline in share price. Shortly after initiating a position, rumors of a potential bid by private equity firm Warburg Pincus emerged, which were subsequently confirmed by the company, revealing interest from multiple bidders. The stock initially surged on this news but has since retreated to the original purchase price of around €80, creating a compelling special situation with an appealing risk-reward profile. This development has prompted an increase in the position, with further developments eagerly anticipated.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/15421/?ref=PLACEHOLDER
Author Returns
The below stock pitch is from @LogicalThesis.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
TWITTER - @LogicalThesis
MCY at Risk: Insufficient Reinsurance Amid Catastrophic California Fire
Mercury General Corporation, together with its subsidiaries, engages in writing personal automobile insurance in the United States. The company also writes homeowners, commercial automobile, commercial property, mechanical protection, and umbrella insurance products.
Ticker: MCY | Price: $53.50 | Price Target: N/A
Market Cap: $3.36B | Timeframe: N/A
🔥 Fire Insurance | 📉 Short Idea
Mercury General Corporation (MCY), one of the last major insurers covering fire damage in California, faces potential severe losses from the recent catastrophic Los Angeles fire, the worst since the 1987 Northridge earthquake. While MCY has $1.1 billion in reinsurance as per their 2023 annual report, the company may face liabilities beyond this coverage. JPMorgan's estimate of $10 billion in damages is considered low, with potential damages possibly reaching $100 billion. Given that California represents the largest portion of MCY's home insurance business, the company could be at risk of significant financial strain or even failure ('toast') if damages exceed their reinsurance coverage. The author is short on MCY stock.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/15411/?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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