YB new stock pitches (Wed, Sep 25)

Hello!

I’ve just added 28 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

120% returns in 3 months

A COUPLE OF THE MOST INTERESTING NEW PITCHES

Company: Prudential plc ($PUK)
Author: Henry Heathfield (Analyst)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: USD 23.04B
Given Upside: 79%
PUK: Asian life/health insurer, strong in HK/SG. Investing $1B in tech, customer exp & health. Targets double-digit NBP & OFSG growth. FVE $31.50. No moat yet, but high retention & Pulse app build advantages. Risks: China slowdown. 296% capital coverage. Div payout ~35% of OFSG. Bull: growth runway. Bear: smaller distribution vs peers. - link

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Company: Hygeia Healthcare Holdings Co., Limited ($6078.HK)
Author: @blondesnmoney (Twitter)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Turnaround
Market Cap: HKD 8.45B
Given Upside: N/A
6078.HK: Leading Chinese cancer hospital operator. 5yr rev +396%, EPS +447%. Fallen from 110HKD (60x P/E) to 16HKD (10.5x fwd P/E). EPS: 0.49('20) to 1.78('25E). 3% share buyback. Low debt, strong CF. Aging population tailwind. Acquisition strategy. 4x TBV but intangibles valuable. Potential turnaround play. - link

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Company: Avingtrans plc ($AVG.L)
Author: @CapitalPmh (Twitter)
Author Avg Returns: <premium subs only>
Sentiment: bullish
Category: Growth
Market Cap: GBP 137.20M
Given Upside: 26%
AVG.L: New helium-free MRI & 3D X-ray devices for community healthcare. FY24 sales +17.3% to £136.6m, EBITDA £14.0m. Medical div investing heavily (£3.7m rev, -£2.8m LBITDA). FDA approval mid-2025. £7bn market. Singer CM ups target to 525p, FY25 forecasts: £161m rev, £15m EBITDA, 14.3p EPS. Strong pipeline, 90% revenue cover. - 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.