Yellowbrick Hedge Fund Watcher Portfolio and other updates...

Hello and happy Saturday!

These (potentially) bi-weekly emails are to keep you up-to-date with everything going on with Yellowbrick so that we ensure you are maximizing your returns!

Today, we’ll look at:

• The Hedge Fund Watcher Portfolio

• Updated returns for some Yellowbrick features

• Twitter threads with stock ideas you may have missed

• Investing links for weekend reading

Thanks for reading!

Connor

P.S. Visit the website - https://www.joinyellowbrick.com - for all of the Yellowbrick and Hedge Fund Watcher features (if you are a Yellowbrick Premium subscriber, make sure you are logged in).

YELLOWBRICK FEATURE UPDATES

Hedge Fund Watcher Portfolio

All 13Fs for Q4 will be filed by early next week, which means the Hedge Fund Watcher Portfolio will update with the 20 new stocks held by the 100 best-performing funds.

As you can see below, the portfolio from last quarter (starting on November 18th as that’s when all the Q3 filings were in) is up 8.3% which is over 2x the ~3.8% the S&P returned.

The returns were driven by big gains in top holding RLX (+46%) and HOOD (+65%).

Be sure to check out the new 13F portfolio when it updates early next week. You can find it at https://www.joinyellowbrick.com/hedge-fund-watcher/portfolio (or click the button below).

YELLOWBRICK RETURNS

*These returns are updated each email.

Yellowbrick Stock Pitch Returns

We are closing in on 300 stock pitches that are currently up over 100% since they were pitched… and that is only counting the Elite Investor Stock Pitches. That means >15% of all Elite Investor Stock Pitches have 100% returns.

Elite Investor Feeds

119 pitches have been added to the Elite Investor Feeds so far in 2025 (3-4 per trading day).

The average return of those pitches is 2.98% v just 1.92% if you bought the S&P instead.

32 of those 119 pitches are already up over 10%.

You can find the Elite Investor Feeds at https://www.joinyellowbrick.com/feeds.

Hedge Fund Watcher Portfolio

The Hedge Fund Watcher Portfolio is up over 8% for the quarter v the 3.8% for the S&P.

Hedge Fund Watcher Top Large Purchases

We track 7,000+ hedge funds that make over 25,000 large trades each quarter. Fewer than 10% of those qualify as a “Top Large Purchase” (i.e. a large purchase made by a top-performing fund), and the “Top Large Purchases” significantly outperform the rest of the purchases.

From the Q3 filings, there were almost 28,000 purchases and they averaged 3.6% 3m returns. 2612 of those purchases qualified as “Top Large Purchases” and averaged 7.8% 3m returns (over 2x better!).

Use the Hedge Fund Watcher feature (link) to see the Top Large Purchases.

Yellowbrick Portfolio

After a pretty flat start to the year, the Portfolio started to show some signs of life and is up 4.5% this year.

Other Yellowbrick Features

If you need a refresher on all of the Yellowbrick Features, click the button below!

IN CASE YOU MISSED IT

10 stock pitches from Fund Letters

Last weekend I shared 10 of the most interesting stock pitches from all of the fund letters that were shared the week before.

I’ll have a new thread with Fund Letter stock pitches later today and Yellowbrick Premium subs can see all of the most recent Fund Letter stock pitches at https://www.joinyellowbrick.com/?source=fund+letter

Some stocks to look at (based on Yellowbrick data)

Biggest Winners from the Elite Investor Feeds

I shared 8 of the biggest winners from the Elite Investor Feeds in 2024, including:

• 20x on $TSSI

• 11x on $RGTI

• 400% on $APP

• and more…

Check out the thread to see the big winners and for some investors to follow on X.

Interesting Insider Trades

*By the time you read this email, a new thread with the top insider trades from last week will also be live on the @CEOStockWatcher X account.

Four big wins on DR.TO

A handful of the best investors on Yellowbrick pitches DR.TO at the beginning of 2024 and are all up over 80% a year later. *Multiple of these were shared in the Elite Investor Feeds

WEEKEND READING

2014 Notes from the Meeting between Dr. George Athanassakos and Mr. Warren Buffett

Notes on the book - The Art of Wall Street Investing by John Moody

Morris Chang and the Origins of TSMC

Robert G. Hagstrom: Darwinian Investing and Multidisciplinary Wisdom

Exploring the downfall of a lucky bet, experience, and forced generosity

An insider’s look at Charles Brandes and his mentor, Ben Graham

🎁 REFERRAL PROGRAM 🎁

Use your unique URL below or the share URL for any of the stock pitches to unlock insanely valuable awards.

Premium members have access to these awards here.

THAT’S ALL FOLKS

Thank you so much for using Yellowbrick! Be sure to share with other investors if you find it useful!

Connor

*Follow Yellowbrick on Twitter at @joinyellowbrick