YB new stock pitches (Wed, Sep 18)

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: CompoSecure, Inc. ($CMPO)
Author: @hispanstreetcat (Twitter)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Turnaround
Market Cap: USD 371.71M
Given Upside: N/A
CMPO: Mid-high end consumer/tech hardware mfg, 50%+ GM, 35%+ EBITDA margin, HSD-LDD topline growth, 70-80% mkt share. FO of top industrial CEO bought 60%+, removed crypto hype. New Exec Chair could drive HON-like changes. 7.5x NTM EBITDA, $1bn mkt cap, $1.2bn EV. - link

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Company: Motorola Solutions, Inc. ($MSI)
Author: @RadnorCapital (Twitter)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: USD 73.70B
Given Upside: N/A
MSI: Dominant 70%+ global market share in land mobile radio (75% of revenue). Premiums for innovative features, defensive nature, margin expansion across products. End-to-end ecosystem integration provides competitive edge. Minimal overlap (3% of $70B TAM) with Axon. William Blair reaffirms Outperform rating. - link

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Company: Aplisens S.A. ($APN.WA)
Author: 10bagger (Blog)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: PLN 240.52M
Given Upside: N/A
APN.WA: Polish control & measurement device maker, dominant in Eastern Europe. Strong cash generation, shareholder-friendly (dividends, buybacks). 9x LTM P/E, 11% net cash. Risks: cyclical, economic uncertainty. Pros: above-avg returns, growing market, barriers to entry, insider ownership. 2025 target: 180M PLN revenue, 47M PLN EBITDA. - 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.