YB new stock pitches (Thu, Oct 3)

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

12x in 5 months

This pitch for TSSI was included on the website and in the Elite Investor Feed (link) for Premium Subscribers in mid-April and is up almost 1100% in just 5 months.

A COUPLE OF THE MOST INTERESTING NEW PITCHES

Company: Crexendo, Inc. ($CXDO)
Author: Northeastern University Student Value Fund (Analyst)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: USD 121.02M
Given Upside: N/A
CXDO: UCaaS provider poised for market share gains as Microsoft & Cisco exit. Oracle Cloud migration to save $1M+/yr. Strong balance sheet (13.6M cash, minimal debt) enables M&A strategy (1-2/yr). Risks: high PE multiples delay M&A, potential equity dilution. 74% subscription revenue, growing 2x industry avg. - link

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Company: Autocount Dotcom Berhad ($ADB.KL)
Author: Hurdle Rate (Fund letter)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: MYR 525.73M
Given Upside: N/A
ADB.KL: Leading Malaysian accounting software co. E-invoicing mandate catalyst, similar to 458% sales jump post-GST. Q2 2024: 53% rev growth, 100% profit growth. 6k new clients in Q2. Aggressive discounting for market share. Shift to SaaS. 29x EV/NOPAT, but growth potential makes it look conservative. ASEAN expansion plans. - link

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Company: Molson Coors Beverage Company ($TAP)
Author: @blondesnmoney (Twitter)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: USD 11.88B
Given Upside: N/A
TAP: Beer co. trading at 9x fwd earnings, 3% div, 1-2% quarterly buybacks. Consistent low capex. Mgmt sees 'compelling valuation' amid strong performance. Debt at 5% for 9x P/E buybacks. Not exciting, but potential for decent long-term returns. 2,200 shares owned. - link

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Company: Revance Therapeutics, Inc. ($RVNC)
Author: Special Situation Investments (Twitter)
Author Returns: <premium subs only>
Sentiment: neutral
Category: Special_situation
Market Cap: USD 545.08M
Given Upside: N/A
RVNC (merger arb): 28% merger spread due to Teoxane dispute (50% sales). Crown Labs likely mainly wants Daxxify (Botox competitor). Deal may close at lower price if Teoxane issue unresolved. Parties discussing remedies. Teoxane owns 6.3% of RVNC. Large downside if merger fails. More research needed on agreement breaches. - link

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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.