YB new stock pitches (Tue, Sep 17)

Hello!

I’ve just added 32 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: FFB Bancorp ($FFBB)
Author: Bonhoeffer Capital Management (Fund letter)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: USD 278.91M
Given Upside: 75%
FFBB: Regional CA bank w/ 20%+ 5yr EPS growth. 23% annual loan growth, 5.2% NIM. 47% efficiency ratio, 25% ROE. 6x asset growth target in 3 regions. New tech services. 19% CET1. $160 PT (75% upside). Risks: CA economy, loan losses. Catalysts: new product adoption, M&A. - link

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Company: TeamViewer SE ($TMV.DE)
Author: Harris Associates International Small Cap Strategy (Fund letter)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: EUR 1.81B
Given Upside: N/A
TMV.DE: German app software co. Q results OK, billings light due to contract timing. Mgmt confident, reiterates guidance, continues buybacks. Strong tech with low latency connectivity. Well-positioned for IoT & AR growth. Stock detracted in Q despite positive outlook. - link

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Company: Unity Software Inc. ($U)
Author: @BigBullCap (Analyst)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: USD 7.90B
Given Upside: N/A
U: Cancelled Runtime Fee, replacing with 25% price hike for largest customers, 8% for smaller (1/1/25). Bullish: 1) +5% '26 EBITDA upside 2) Annual Create price hikes expected 3) Path cleared for better monetization of other products. Management aligned with key customers for sustainable growth. - 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.