YB new stock pitches (Thu, Sep 19)

Hello!

I’ve just added 29 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 YB Portfolio is only available to Premium Subscribers. If you want to know which stocks the top investors are investing in, upgrade to Yellowbrick Premium.

A COUPLE OF THE MOST INTERESTING NEW PITCHES

Company: Melcor Developments Ltd. ($MRD.TO)
Author: Koneko Research (Blog)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: CAD 388.53M
Given Upside: 100%
MRD.TO: Alberta real estate co w/ 57% land dev, 43% investment property. Strong fundamentals: record FFO ($94M LTM), NAV at all-time high. Trades at largest discount vs peers despite 15% BV CAGR over 20yrs. Privatizing 55%-owned REIT at 45% NAV discount. CEO buying, 53% family-controlled. No catalyst, but patient value play on Alberta growth. - link

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Company: Quest Resource Holding Corporation ($QRHC)
Author: @1rabbitresearch (Analyst)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: USD 176.93M
Given Upside: 42%
QRHC: Northland initiates Outperform, $12.50 PT. National B2B waste/recycling provider for large enterprises. Asset-light model drives scale & network effects. One-stop shop for 100+ waste streams nationwide. Pure B2B player with expertise across disposal needs. - link

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Company: Bowlero Corp. ($BOWL)
Author: The Lion's Roar (Blog)
Author Avg Returns: <premium subs only>
Sentiment: bearish
Category: Value
Market Cap: USD 1.59B
Given Upside: -65%
BOWL short: Risky roll-up in declining bowling industry. High debt, fixed costs, misaligned incentives. Waning popularity, aggressive expansion. EBITDA focus misleading. High leverage risky. Mgmt trust issues, accounting games. 3-yr PT $4.20 (-65%). 42x FY27 P/E vs. street 18x. - link

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Company: Japan Pulp and Paper Company Limited ($8032.T)
Author: @blondesnmoney (Twitter)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: JPY 80.69B
Given Upside: N/A
8032.T: Japan paper co at 8x P/E, 6x FCF, 0.65x TBV. 2% div, 3-4% buyback. 40% foreign rev hedges FX. Improving capital allocation: 10:1 split, doubled div. Debt down 40%. Potential value unlock from Oji Corp cross-holding. Cheap vs peers, mgmt focused on shareholder returns. - 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.