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- YBR Weekly Tournament (Mar 17)
Hello and happy Sunday!
I hope you have had a great weekend so far.
In today’s email we have:
The winners of this week’s Yellowbrick Road Weekly Tournament
3 bonus stock ideas that weren’t included in the newsletter
The $APP stock pitch from January 7th is already up over 50%
If you got this email, it means you read at least one of my emails last week and were entered into our Yellowbrick Weekly Tournament (learn more).
I just want to say thank you so much for reading!
If you ever have any questions or feedback, I read every comment on every poll and every email you send me!
Thanks for your support!
Connor
YBR PREMIUM
Upgrading to Yellowbrick Road Premium gets you access to the Yellowbrick Road Premium website which is the best collection of stock pitches on the internet.
I find 100s of stock pitches each day and narrow them down to the best 25-35. Only a few make the free, daily email, but all of them are added to the website.
You can easily search/filter the 2,000+ stock ideas to research a stock you are interested in or find a new investment idea.
I’m doing a big overhaul to the website right now to include more info about each stock pitch and add more filters. Hopefully, it will be ready in the next couple of weeks.
But the price of Yellowbrick Road Premium will increase when the new website is live, so make sure to upgrade now, if you are interested, to lock in the lower price.
THIS WEEK’S WINNERS
If you see your email below, check your inbox for an email from Amazon with a gift card (the email won’t be from me, it’ll be from Amazon).
🥇 Prize - $25 Amazon gift card to jayov***
🥈 Prizes - $10 Amazon gift cards to krt123*** and mmcgl***
🥉 Prizes - $5 Amazon gift cards to amra.m***, mchel***, and j.kwil***
Reminder on how scoring works:
Voting on the polls/quizzes = 3 points each
Replying to the daily emails = 10 points each
Clicking on ads/sponsored links = 15 points each
Referring a friend = 50 points each
BONUS STOCK IDEAS
Bonus stock ideas are ideas that were posted on the Premium Website but not the free newsletter. Upgrade to Yellowbrick Road Premium for access to the Premium Website with all of the extra stock ideas that are easy to search/filter to find your next best investment.
ANALYST REPORT
$ORCL's Upside Surprise: Guggenheim's Bullish Outlook and Target Price
Oracle Corporation offers products and services that address enterprise information technology environments worldwid
Ticker: ORCL | Price: $125.53 | Price Target: $150 (+19%)
Market Cap: $345B | Timeframe: 2024
📠 Enterprise Products | 📈 Bullish Idea
Oracle Corporation (ORCL) is Guggenheim's 'Best Idea' with a price target of $150. Oracle surprised to the upside in OCI, and although Cloud excluding Cerner was at the low end of guidance, it was likely at least what the buy side was looking for. New ARR growth accelerated for IaaS (24%) and Cloud (28%) in a tough macro environment. SaaS pressure was offset by superior OCI price/performance. The strategy change to large deals has not yet been seen, but more is expected to come with over 100% bookings growth year-over-year.
Read the full article here. Read time: 2 min
FUND LETTER
Starboard Value Portfolio Holding: GoDaddy Inc. - $GDDY
GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally. It operates through two segments: Applications and Commerce, and Core Platform
Ticker: GDDY | Price: $117.14 | Price Target: $200 (+71%)
Market Cap: $16.6B | Timeframe: N/A
💻 Cloud Internet Services | 📈 Bullish Idea
GoDaddy Inc. (GDDY): Starboard Value LP, a 6% owner of GoDaddy, sees a path for the company's stock price to reach $200 per share by focusing on a combination of growth and profitability. Starboard wants GoDaddy to achieve at least 40% growth plus profitability by 2025 and provide detailed key performance indicators (KPIs) at the March 2024 Investor Day. Starboard projects that GoDaddy can generate more than $9 of free cash flow per share in 2024 and approximately $14 in 2026, which would value the company at 12 times and 8 times the current share price, respectively. Starboard urges GoDaddy to continue its share repurchase program, as the company is expected to generate over $4 billion in free cash flow over the next three years, which represents nearly 30% of its current market capitalization.
Read the full article here. Read time: 4 min
BLOG POST
THESIS BARRY CALLEBAUT - $BARN
Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products. The company provides chocolates, compounds, chips and chunks, cocoa, cacao fruit, fillings, coatings, nuts, decorations and inclusions, and food colorants, as well as personalization sheets
Ticker: BARN.SW | Price: CHF 1334 | Price Target: N/A
Market Cap: CHF 7.3B | Timeframe: N/A
🍫 Chocolate | 📈 Bullish Idea
Barry Callebaut (Ticker: BARN.SW) is the world's leading chocolate manufacturer that has been hit by the cocoa price crisis. The company currently trades at a ridiculous 15 times normalized price-to-earnings ratio compared to its historical range of 25 to 28 times. Barry Callebaut's vertical integration, pricing power, and 35% recurring free cash flow support long-term growth despite near-term headwinds.
Read the full article here. Read time: 12 min
WINNING STOCK IDEA
This $APP stock pitch from January 7th is already up over 50% (current price is over $60). Great pitch by the Tech Fund blog (which appears to either be temporarily down or they shut it down permanently which would be unfortunate).
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THANKS FOR READING!
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