@joinyellowbrick Yellowbrick InvestingYellowbrick Investing has been actively updating its website with new stock pitches and write-ups from various contributors. The platform has added hundreds of new write-ups, featuring overviews, analysis, and insights on numerous stocks from multiple countries. The site's portfolio, which started in May 2024, has also crossed [--] stocks, using a strategy of copying ideas from the best free investment write-ups with equally weighted positions and no leverage.
Social category influence finance 99.63% stocks 72.43% technology brands 20.59% cryptocurrencies 19.85% countries 1.84% social networks 1.1% financial services 1.1% fashion brands 1.1% automotive brands 1.1% luxury brands 0.74%
Social topic influence to the #1363, update 4.78%, fund #1361, stocks #1336, $inpstas #19, $evost #9, $nvo 2.94%, ai 2.94%, $nbis 2.57%, quick 2.57%
Top accounts mentioned or mentioned by @blokeoak57182 @sfarringtonbkc @luxopesresearch @pernasresearch @stockoholics @stonkmetal @snikhs2 @unclestocknotes @daviddiranko @wolfofoakville @longcastadviser @alc2022 @pettycash @nuggetcapital @accruedint @atriummining @toffcap @ideabrunchemail @speedwellllc @karanshah137
Top assets mentioned Novo-Nordisk (NVO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Amazon.com, Inc. (AMZN) Adobe, Inc. (ADBE) Netflix Inc (NFLX) Uber Technologies, Inc. (UBER) 4 (FOUR) Duolingo, Inc. (DUOL) Alphabet Inc Class A (GOOGL) Rubrik, Inc. (RBRK) Metadium (META) MercadoLibre Inc (MELI) Sable Offshore Corp. (SOC) PayPal Holdings Inc (PYPL) Unity Software Inc. (U) Molina Healthcare, Inc. (MOH) Salesforce Inc (CRM) Grab Holdings Limited Class A Ordinary Shares (GRAB) Hims & Hers Health, Inc. (HIMS) Iris Energy Limited (IREN) Copart, Inc. (CPRT) Floor & Decor Holdings, Inc. (FND) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Remitly Global, Inc. (RELY) Take-Two Interactive Software, Inc. (TTWO) Auna S.A. (AUNA) Intel Corporation (INTC) UnitedHealth Group (UNH) OMS Energy Technologies Inc. (OMSE) Coldstack (CLS) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) GE Vernova Inc. (GEV) Credo Technology Group Holding Ltd (CRDO) Reddit, Inc. (RDDT) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Spotify Technology (SPOT) Flywire Corporation (FLYW) Oracle Corporation (ORCL) Clearwater Paper Corporation (CLW) RAI Finance (SOFI) WW International, Inc. Common Stock (WW) Intuitive Surgical, Inc. (ISRG) Crocs, Inc. (CROX) Eos Energy Enterprises, Inc. (EOSE) Microsoft Corp. (MSFT) Domino's Pizza Inc (DPZ) ACM Research, Inc. Class A Common Stock (ACMR) Diversified Energy Company plc (DEC) fuboTV Inc. (FUBO) Celsius Holdings, Inc. Common Stock (CELH) Robinhood Markets, Inc. (HOOD) Advanced Micro Devices (AMD) Apple, Inc. (AAPL)
Top posts by engagements in the last [--] hours
"Added [--] new stock write-ups to the site (pt final): @pernasresearch - $CHE (pass) $FNKO (more research needed) $RMD (pass) @memyselfandi006 - $COMB.BR @everyonehatesp1 - $CGEH @elpistollero_ - $AMBA @Compoundandfire - $NORBT.OL (overview)"
X Link 2025-12-12T20:29Z 25.8K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @pernasresearch (pass on all) - $FROG $OWLT $MNDY @fugaziresearch - $OPTX (short) @KampnerSam - $SOFW.TA (bearish) @capytalmgmt - $H78.SI @valuations_ - $FA fund letters and more. @DenisDoros40517 - $CLS (overview)"
X Link 2026-02-13T20:04Z 25.8K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @LuisVSanchez777 (fund letter) - $WISE.L $NFLX @SharpeStack - $MDG.WA $KPG.AX @mvcinvesting - $PGY @stockoholics - $GEV $APG @benitoz - $CRDO (earnings) fund letters and more"
X Link 2026-02-12T20:29Z 25.8K followers, [----] engagements
"Lots of insiders buying post-earnings dips: - $7.5M by director at Reddit $RDDT - $1M by CEO at Mattel $MAT - $1M by director at S&P $SPGI - $940k by director at Avantor $AVTR - $100k by director at Molina Healthcare $MOH These are just from yesterday. h/t @CEOStockWatcher"
X Link 2026-02-13T13:17Z 25.8K followers, 22.8K engagements
"This $ABXXF pitch from @Jaro_rogue Q4 letter just crossed the one year mark and is up over 300%"
X Link 2026-02-14T19:03Z 25.8K followers, [----] engagements
"STOCK PITCHES - FUND LETTER Ennismore put out their two fund letters and pitched $AUTO.L and $CLBS.L Here are the summaries:"
X Link 2024-01-17T17:27Z 25.6K followers, [----] engagements
"Added [--] new pitches including: @ToffCap - $TLS (neutral) @FBuschek - $ITMSF @WolfOfOakville - $IQ.V @entrematorrales - $IBP @Petty__Cash - $STC.TO @SeekingWinners_ - $EVO.ST @LuisVSanchez777 - $TLN @sweetstocksblog - $4732.T @PierreLLoup - $DANR.MI @FluentInValue - $CRM"
X Link 2024-07-24T18:03Z 25.6K followers, [----] engagements
"Added [--] pitches to the website including: @WolfOfOakville - $E.TO @LatamStocks - $ASAI @valuedontlie - $ZM (neutral) @MMMTwealth - $DUOL (neutral) $DKNG (neutral) $ASPN (neutral) @StephenFrampto9 - $CPS fund letters and more"
X Link 2024-08-14T18:03Z 25.5K followers, [----] engagements
"Added a bunch of fintwit pitches to the website including (pt 3): @ToffCap - $BNN.DE (potential turnaround) @pernasresearch - $ATEX (pass) more research $AKAM/$MYRG @wolfofharcourt - $INPST.AS @GothamResearch - $MUX.DE (short) @ObrenovicZeljko - $PAH3.DE @stpioc - $TSSI"
X Link 2024-09-27T18:03Z 25.6K followers, [----] engagements
"@DeepSailCapital @hkuppy $8069.TWO by Baron Emerging Markets Fund"
X Link 2024-10-26T15:56Z 25.6K followers, [----] engagements
"@alluvialcapital @longcastadviser $KITW.L - Minotaur Capital"
X Link 2024-11-02T15:56Z 25.7K followers, [----] engagements
"@alluvialcapital @longcastadviser $8069.TWO - Artisan Sustainable Emerging Markets"
X Link 2024-11-02T15:56Z 25.7K followers, 12.5K engagements
"@alluvialcapital @longcastadviser @wmthomson22 $WBA (short the bonds) - CrossingBridge Advisers (@shermancbfunds)"
X Link 2024-11-02T15:56Z 25.7K followers, [----] engagements
"13Fs were filed this week. Here are the portfolio updates for [--] of the top hedge funds: Anything stand out"
X Link 2024-11-16T16:56Z 25.7K followers, 320.6K engagements
"Added [--] pitches to the site including: @augustusville - (Germany ideas) $SIX2.DE $MBH3.F + more @ACapitalLP - $NBIS @myownreasoning - $CPG.L @YetAnotherValue - $MMB.PA @MikeFritzell - $1913.HK (China risk short-term bullish) @FinSkeptic - $NOW.V @RohanSoor - $EML.AX"
X Link 2024-11-26T21:24Z 25.5K followers, [----] engagements
"Added [--] new stock pitches to the website including (pt final): @BlokeOak57182 - $RE.L $XLPE.L @KylerJohnson411 - $DQ @The10xRadar - $PRTH @AltayCapital - $4631.T (liquidation) @FluentInQuality - $EVO.ST @MikeFritzell - $0045.HK (need evidence of turnaround)"
X Link 2024-12-27T19:03Z 25.3K followers, [----] engagements
"Added [--] pitches to the site including (pt 1): @LuxOpesResearch (overviews) - $SY1.DE $RCO.PA $S30.PA $MTU.PA $PUM.DE $VOLV-B.ST $STM $ROG.SW $UHR.SW @DTF_Capital - $GRAB @ClarkinM - $CRGX @ditlevfriis - $TEVA @RuerdHeeg - $7863.T @IdeaBrunchEmail - $MGNI $NBIS"
X Link 2025-02-03T19:10Z 25.6K followers, [----] engagements
"Added [--] pitches to the site (pt final): @Whit_Huguley (fund letter)- $FTLF $CZBS $GFP.TO $DR.TO $RRR-UN.V $OMCC $CRMT $IVFH $BFCC $BOC $TRUX @hiroki1379 - $5819.T @leomironov - $1810.HK @SHJVerborg - $ASPI @ValueSituations - $BG @Biotenic - $INMB (short)"
X Link 2025-02-06T19:34Z 25.5K followers, [----] engagements
"Forgot to post yesterday. Added [--] new pitches to the site (pt 1): @KrokerEquity - $SPOT (update) @waterboycap - $RYN @BlokeOak57182 - $6324.T (update) $3491.T $BGFD.L @cedargrovecm - $CPRI @GrahamQualityIn - $DJCO @1rabbitresearch (analyst u/g) - $TATT $TEAM"
X Link 2025-04-16T13:00Z 25.3K followers, [----] engagements
"Added [--] new stock writeups to the site (pt 2): @FluentInQuality (Asian Compounders) - $1127.HK $1866.HK $6947.T $002371.SZ $6368.T $7716.T @valuedontlie - $FTV (spin off overview) @aalim_rehman - $BC.MI (short) @KairosPraxis - $CLS @investwithwes1 - $NTES (overview)"
X Link 2025-06-25T19:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @MatasBaliukonis - $ARQ (overview) $ALOT (watch) $MYO (pass) @a_vroenne - $ASML $GOOGL $MSCI @JamieCDubya - $WISE.L @BastianelliLore - $NBIS @scalpavelli - $NSA (watch) $CRMD $DEO (pass) $GMAB @konichivalue - $2801.T"
X Link 2025-07-01T18:31Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @gezzogero - $7409.T @stwboerse - $ANGI @BlokeOak57182 - $AVAP.L @ditlevfriis - $SAF.PA (overview) @rauwkost1 - $TALO fund letters and more"
X Link 2025-07-09T19:29Z 25.6K followers, [----] engagements
"Added [--] new write-ups (pt 1): @wallstengine (analyst u/g) - $SY @uv_shares - $RBI.VI @boonfund (holdings/watching) - $PZC.L $RIO.L $THG.L $TPT.L $RWA.L $MTVW.L $SYNT.L $RNK.L @RealAssetsValue - $HOM-U.TO @cupofcoffeecap - $ABL (intro) @LuisVSanchez777 - $CW"
X Link 2025-07-10T18:37Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the website (pt 3): @topsecretstocks - $OSCR $HIMS @askjussi - $HOM-U.TO @BlokeOak57182 - $THS.L $NBDG.L @geokoutalidis (Goldman Sachs initiates) - $NBIS @EastAsiaStocks - $4088.T"
X Link 2025-07-16T19:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @waterboycap (depressed stock overviews) - $OLN $WPP $GTIM $KHC $LKQ @HealthStockPick - $PAX.ST @CapitalVoss - $FLYW @JKeynesAlpha - $ESTC @skewangles - $MER.L @NickNemo17 - $4063.T @stonkmetal - $MTD (overview)"
X Link 2025-07-30T18:31Z 25.4K followers, [----] engagements
"Added [--] new write-ups to the site (pt 1): @RhinoInsight - $TEP.PA @Speedwell_LLC - $AXON (earnings) @taobanker - $YELP $FCC.MC $ARKR @Jake___Barfield - $215A.T @SultanAmeerali - $MAI.V (sold) @NuggetCapital - holding updates @Cosmic_Capital - $MA (earnings)"
X Link 2025-08-13T20:13Z 25.6K followers, [----] engagements
"Added [--] new write-ups to the site (pt final): @BabyBaconFat - $SKYH @waterboycap - $SRBK @hkuppy (fund letter) - $JOE @SwissieChad - $1846.HK @Quality_stocksA - $NOVO-B.CO (neutral) VIC pitches fund letters and more"
X Link 2025-08-14T19:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @acidinvestments - $EM @taobanker - $VLGEA @NMRtweet - $USAR (short) @SaeschInv - $ADF.L (pass) @hiroki1379 - $6165.T (earnings) @wallstengine (analysts) - $SNOW $LULU @BlokeOak57182 - $TGA.L @Unclestocknotes - $PANW (earnings)"
X Link 2025-08-21T18:03Z 25.6K followers, [----] engagements
"Added [--] new write-ups to the site (pt 2): @DivGrojourney - $PPL.TO @LongYield - $ZM (earnings) @KylerJohnson411 - $RHI @CDNValueInvestr - $VLN.TO (update) @waterboycap - $PSIX (short) @WolfOfOakville - $PNG.V (overvalued) @skewangles - $BANB.SW @stpioc - $XMTR (overview)"
X Link 2025-08-27T18:03Z 25.6K followers, [----] engagements
"Tickers pitched by good investors recently: - $ZENV (divesting CPaaS to focus on SaaS cheap) - $AMPG (RF specialist cheap + 100% rev growth) - $BL (new director with history of exits CEO stepped down) - $CCLD (health tech stabilized trading 1/3 peers acquisition growth)"
X Link 2025-08-30T15:56Z 25.6K followers, 15.6K engagements
"Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (quick overviews) - $ITP.PA $NN.AS $DTE.DE $ML.PA $GAMA.L $PHNX.L $BLC.PA $STF.PA $EAT.WA @plainyogurt21 - $MBX (short) @Sophoninvest - $LIME.ST (overview) @ritmus_sk - $2593.T @fabreres - $MYX.AX"
X Link 2025-09-11T18:03Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @snikhs2 (earnings) - $RBRK $ORCL @Q4001234 - $CLW @petition (updates) - $MBTN.SW $FOSL @StockForester - $ALWEC.PA @SCapStrategist - $KITW.L @pernasresearch - $LTRX (more research) $DEFT (pass) $HYLN (pass)"
X Link 2025-09-12T18:03Z 25.6K followers, [----] engagements
"Added [--] new write-ups to the site (pt 1): @TheParadoxIntel - $GPRO @Szew_invest (stock exchange overviews) - $TASE.TA $JSEJF $S68.SI $X.TO $NDAQ $LSEG.L $A $0388.HK $ENX.PA $ICE $8697.T $BOLSAA.MX $B3SA3.SA $DBOEY $GPW.WA @PythiaR - $SNPS @BuffDawgg - $FILA.MI"
X Link 2025-09-15T18:54Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @aalim_rehman - $BC.MI (earnings) @BastianelliLore - $ODD @DavidDiranko (Monday Monitor) - $KHDHF $AXR $TRAC-B.ST $SYNNF @orel2589 - $WIX @BlokeOak57182 - $GABI.L fund letters and more"
X Link 2025-09-17T19:29Z 25.7K followers, [----] engagements
"Added [--] new write-ups to the site (pt 1): @SFarringtonBKC - $LYB (watchlist) $ZIP $CRESY $VET @NuggetCapital - $COLD @orel2589 - $BWAY @TheParadoxIntel - $META / $ESLX.PA @PatchesAKF (updates) - $INTP.JK $MEGACPO.MX $NEXI.MI $EDEN.PA $LOG.MC $7094.T $BARN.SW"
X Link 2025-09-24T18:03Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @wolfofharcourt (portfolio update) - $RBRK $MELI $INPST.AS $V @SharpeStack - $MOG-A $MTRN $NEU @Unclestocknotes - $NKE (earnings) @thewritser - $FPH @mvcinvesting (portfolio update) - $NBIS $RKLB $HROW $PGY $CLPT $DLO"
X Link 2025-10-03T18:43Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @FullySynergized - $ALC $SARO $PRMB $HSIC @HalvioCapital (fund letter) - $MCCK $FILA.MI $CPH.TO $NLOP @karanshah137 - $SAMMAANCAP.NS (overview) @realThomasNiel - $TBI @Iqbal_yusuf1994 - $8326.HK"
X Link 2025-10-08T18:03Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @alvaro6v - $SPWH @DataDInvesting - $SOFI @alex_dragut - $SOC (pass) @ashwinkrish1208 - $KSPI (update) @thefinancialpen - $MIR @1rabbitresearch (analyst) - $NVDA @MMMTwealth (watchlist stocks) - $RDW $AEHR $HROW"
X Link 2025-10-13T19:29Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @BlokeOak57182 (quick overviews) - $BGCG.L $9992.HK $PDD $BABA $3750.HK $GMS.L $0700.HK $2899.HK @AlmostMongolian - $WGR.AX @cedargrovecm - $WW @waterboystocks - $CMCSA (overview) @Quality_stocksA - $MC.PA (pass)"
X Link 2025-10-23T19:29Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @LongYield - $NFLX (earnings) @dustpenny - $AIRO (short) @nitinkinvests - $3560.T @felix__archive - $7735.T @dcurras1 - $ISRG (earnings) $CYBT.CN @oguzerkan - $AMZN $INPST.AS $HIPO $FLNC $NVO"
X Link 2025-10-24T18:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @pernasresearch - $YELP (pass) $POWI (more research) $QNST (pass) @alex_dragut - $PLX.PA @ThreeMileRes - $CROX @DRGinvests - $DLTR fund letters and more"
X Link 2025-10-24T19:29Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @ridireresearch - $CCCC $ALVO $MBOT $RAY-B.ST $CVAC $NVAX $NAGE $2367.HK $RIG2.MU $AVNS $PTGX @DMetropolitan - $AENT @Lindstroem_K - $SLEEP.ST $PTRK.ST @uv_shares - $ZIG.L"
X Link 2025-10-28T19:29Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @rebound_capital (turnaround candidates) - $TPL $MORN $P911.DE @waterboystocks - $CPHC (overview) @hkuppy (fund letter) - $JOE @alc2022 - $IBRX @Speedwell_LLC - $EVO.ST (earnings) @ditlevfriis - $NVO (update)"
X Link 2025-10-28T19:43Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @LionheartInves1 - $GTN $WHWK @jaysyoon (holding updates) - $PESI $NBIS $IREN @BlokeOak57182 - $MPAC.L @rk8215 - $DGXX @HalvioCapital - $MYX.AX @gabcasla - $GLNG @KrokerEquity - $NFLX (earnings)"
X Link 2025-10-29T18:31Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @stpioc - $THRY (primer) @edvceth - $INT.ST (update) @FuzzyPandaShort - $EOSE (short) @alex_dragut - $ADBE (pass) @100baggerhunt - $FI (more research needed) @lhcaroli - $DHB.V @ZenNivesh - $PDMJEPAPER.NS (overview)"
X Link 2025-11-04T20:04Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @Fairlight_Cap - $BEZ.SI (holding update) @karanshah137 - $CHENNPETRO.NS @Fintegrate - $WTC.AX $FIX $FICO $ALAB @IdeaBrunchEmail - $DHARMAJ.NS $DCXINDIA.NS @oilgastourist - $AMPY @Unclestocknotes (earnings) - $MELI $MSFT"
X Link 2025-11-06T19:03Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @DivGrojourney - $BIP-UN.TO $MG.TO (earnings) @boonfund - $THG.L $XSPS.L $TPT.L $SAL.L @DutchInvestors - $MKL $KNSL @killapabkai - $NVCT @KrokerEquity - $HDD.DE (deep dive) @hatedmoats - $ADBE"
X Link 2025-11-06T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @ReturnsJourney (updates) - $ALGM $TXT.WA @bobspaysubstack - $JKHY (quick overview) @BrownMarubozu - $FFH.TO @alexeimartov - $DPZ @JehoshaphatRsch - $AAON (short)"
X Link 2025-11-07T19:03Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @FluentInQuality - $4194.T $ACMR $UTI $AOF.F $CBRAIN.CO $3923.T $GRG.L @BlokeOak57182 - $DEC (earnings) @Petty__Cash - $VMD @hatedmoats - $CSU.TO @QuackQuackCap - $DIB.MI (trimmed)"
X Link 2025-11-07T20:04Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @wolfofharcourt (updates) - $RBRK $MELI $UBER $V @ridireresearch - $064350.KS $CRI.WA $VTOL @accrued_int - $FUBO (earnings) @Thijsbuitenhuis - $ENGCON-B.ST @TheValueist - $PSIX @FarAway0o0 - $9001.T"
X Link 2025-11-10T19:11Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @gezzogero - $9145.T @NestBetter - $LIB.V @stonkmetal - $EDEN.PA (update) @JRI_Podcast - $FDR.V (update) @DivGrojourney - $FTS (earnings) @icemancapital - $FOUR (earnings) @wolfofharcourt - $EVO.ST (update)"
X Link 2025-11-11T20:04Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @TheParadoxIntel - $JSDA @rwang07 - $2408.TW @hatedmoats - $DLO @pernasresearch - $THR (more research) $CTOS (pass) $ENW.V (pass) @__MattLindsay - $AIOT (watchlist) @mvcinvesting - $CLPT (earnings)"
X Link 2025-11-11T20:29Z 25.7K followers, [----] engagements
"$SNCR $SNCR overview post earnings. DM me if you want the sidoti analyst report. Best news is cash went to 34m and debt down to [---] making the stock trade around a [--] EV to EBITDA First I have been a customer of the company via the $vz Verizon cloud for [--] years. They back up all https://t.co/FcoXPqfaO2 $SNCR overview post earnings. DM me if you want the sidoti analyst report. Best news is cash went to 34m and debt down to [---] making the stock trade around a [--] EV to EBITDA First I have been a customer of the company via the $vz Verizon cloud for [--] years. They back up all"
X Link 2025-11-12T01:14Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @InverseMax - $SNAP @stoiccapital72 - $EVC @ResearchGrizzly - $HFG.DE (short) @everyonehatesp1 - $NCI.V @WolfOfOakville - $WELL.TO (earnings) @BlokeOak57182 - $WATR.L (overview) @value_invest12 - $WW (earnings)"
X Link 2025-11-12T19:09Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @Valuehunte - $TEQ.ST @DRGinvests - $BME.L @NicoperJES - $BFF.MI @ClarkinM - $SOHO (merger arb) @FatAlpha - $NVO (overview) @hiroki1379 (earnings) - $6797.T $5819.T $5187.T"
X Link 2025-11-12T20:29Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @DavidDiranko (Monday Monitor) - $BTMD $KETL.L $BEZ.L $VLE.TO $JET2.L @dipinvest - $HP3A.DE @P14Capital - $EEFT @stonkmetal - $FOUR @BlokeOak57182 - $SVM (update) $GRG.L (earnings) @GaliciaInvestor - $AXP (deep dive)"
X Link 2025-11-13T19:03Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @KerrisdaleCap - $CRWV (short) $BMNR (short) $BZU.MI $AIXA.DE @LongYield - $DIS @bobspaysubstack - $XYZ @Unclestocknotes (earnings) - $AMD $CELH $IONQ $QCOM $TEM $HOOD @Blinklebloop - $CRMD (earnings)"
X Link 2025-11-18T19:31Z 25.4K followers, 10.1K engagements
"I added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (quick overviews) - $UQA.VI $SY1.DE $WPP $DUE.DE $BVB.DE $AMS.SW $BC8.DE $TNIE.DE $BYG.L $NA9.DE $TTE $FLU.VI $CFR.SW @1035_Capital - $SKYX @adriantford - $IGR.L @slack_capital - $EXOZ"
X Link 2025-11-20T19:31Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @ToddWenning (watchlist) - $MTD $RPM $MWA @FinanceClean - $CSU.TO @Compoundandfire - $CCOI @BastianelliLore - $DUOL @KrokerEquity - $WMT (update) VIC fund letters and more"
X Link 2025-11-25T20:29Z 25.5K followers, [----] engagements
"The NERD trade - long Nerdy $NRDY short NerdWallet $NRDS https://x.com/CEOStockWatcher/status/1994406700867006904s=20 Kind of funny that the CEOs at the two "nerd" companies are making opposite trades. CEO at Nerdy $NRDY is buying the stock while the CEO at NerdWallet $NRDS is selling https://t.co/moqfo9kxbe https://x.com/CEOStockWatcher/status/1994406700867006904s=20 Kind of funny that the CEOs at the two "nerd" companies are making opposite trades. CEO at Nerdy $NRDY is buying the stock while the CEO at NerdWallet $NRDS is selling https://t.co/moqfo9kxbe"
X Link 2025-11-28T16:56Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @CapitalVoss (fund letter) - $XPOF $PRKS $CLBT $FLYW $EEFT $FIVN @finphysnerd - $TOPG.TA @Lindstroem_K - $EMBRAC-B.ST $PTRK.ST @DutchInvestors - $AAPL (overview) @SixSigmaCapital - $BABA (earnings)"
X Link 2025-11-28T19:03Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @longcastadviser (holding updates) - $PESI $MTRX $PDEX $RSSS $QRHC @alc2022 - $RIVN @CompoundingW - $ADP @bingbingbom - $TECX @pernasresearch - $CTRI (more research needed) $CRK (pass)"
X Link 2025-11-28T19:31Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @stockoholics - $ETN $LITE (overvalued) @AltayCapital - $3944.T @100baggerhunt - $THR @WolfOfOakville (earnings) - $HASH.V $ZOMD.V fund letters and more"
X Link 2025-12-02T20:04Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @DRGinvests (holding updates) - $FND $ROP $CPRT $GOOGL @KairosPraxis - $LASR @HFI_Research - $SOC (short) @JRI_Podcast - $TAU.V (update) @blueorcainvest - $AYA.TO (update)"
X Link 2025-12-04T20:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups (pt final): @Picolinie (watchlist) - $CSU.TO $CSW $INDT.ST $MEQ.TO $JDG.L @FundasyInvestor - $CPRT (watchlist) @__MattLindsay(watchlist) - $TBI $AEP.V $ODFL @Valuehunte (overviews) - $ACNT $TMG.V @akramsrazor - $GTLB @stpioc - $LC (update)"
X Link 2025-12-05T20:04Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @LTVresearch - $PRVA @Alex_Intel_ - $PLMR @FarAway0o0 - $BRK-B (holding update) @snikhs2 (earnings) - $CRM $SNOW @waterboystocks - $LMNR @stockoholics - $CLS"
X Link 2025-12-08T20:29Z 25.4K followers, [----] engagements
"Added [--] new stock pitches to the site (pt 1): @FarAway0o0 (holding updates) - $3393.HK $BN $TGEN $2722.HK $7906.T $ASTS $PDD $4816.T $FEIM $CBNA $EWBC $IGIC $9001.T @jupiters_string - $JSMR.JK @mvcinvesting (updates) - $NBIS $HROW @Q4001234 - $RYAAY (update)"
X Link 2025-12-09T19:03Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @thegresearch - $TFII $RDW @WolfpackReports - $SES (short) @Anders_Research - $IMMX @Delta9Echo - $FIH-U.TO $JDG.L @SFarringtonBKC - $NRDY @ppinvest - $CAMB.BR"
X Link 2025-12-11T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (updates) - $MEDCL.PA $FGA.PA $EXENS.PA $PYT.VI $PUM.DE $DB1.DE $ALPUL.PA $TUI1.DE $BC.MI $AFX.DE @nicknemo17 - $COHR @wolfejosh - $ADBE @Quality_stocksA - $FISV (overview) @snikhs2 - $ORCL (earnings)"
X Link 2025-12-15T19:03Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @MMMTwealth (optics companies) - $COMM $FN $GFS $CIEN $VIAV $LITE $MRVL $COHR $CRDO $AVGO $AAOI $MTSI @ResearchGrizzly - $CWR.L (short) @BlokeOak57182 - $ONDO.L @accrued_int - $GOOGL @alc2022 - $RBLX (update)"
X Link 2025-12-15T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @Uzocapital - $RELY @LDiscernment - $QXO @BreakoutInvestr - $NXGL @Unclestocknotes - $ORCL (earnings) @hatedmoats - $ADBE (earnings) fund letters VIC and more"
X Link 2025-12-15T20:29Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @karanshah137 - $ROLEXRINGS.NS (overview) @1rabbitresearch - $MU (analyst) @DRGinvests - $FND @Anders_Research - $TRAW 2Agrippa_Inv - $IREN @wisemancap - $NOW (analyst) fund letters and more"
X Link 2025-12-17T20:29Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch - $MF.PA $FRA.DE $VID.MC $NANO.PA $SOP.PA $EMEIS.PA $ALAVI.PA $SU.PA $AFX.DE $SAN.PA @AlphaTalon2025 - $VKTX @Pelicanwayre - $AZ (short) @stpioc - $PAR @Speedwell_LLC - $RH (earnings)"
X Link 2025-12-18T20:21Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @__MattLindsay (watchlist) - $OTCM $FND $PROP @amitisinvesting - $GRAB (update) @Petty__Cash - $XLY.TO @realVasileios - $RBRK @CapitalHInvest - $KME.AX"
X Link 2025-12-19T19:03Z 25.6K followers, [----] engagements
"First issue of the new Yellowbrick High Signal Stocks series went out last Sunday. The six stocks it mentioned: $SPT +11% $AERO.SW +7% $NRDY +6% $LASR +5% $SMRT +0% $RPD +0% $SPY +0.6% Very lucky timing but I'll just pretend it is our superior data"
X Link 2025-12-22T18:01Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @timothym1ai (watchlist) - $RWS.L $TEP.PA $TXT.WA @mining_charts - $WSTRF @jarrattdavis - $GUI.PA @amey_candor - $INDGN.NS (overview) @WolfOfOakville - $DRX.TO (earnings) @nvariantcapital - $WB (update)"
X Link 2025-12-23T19:50Z 25.6K followers, [----] engagements
"$TZOO Bought $TZOO - cheap w/ strong catalyst: shifting to membership model (front-loaded marketing expenses rev recognized over [--] months) creating short-term eps pressure. Mgmt expects memberships 25% of rev in [--] should drive re-rate. Asset-light clean B/S. Risks 👇 Bought $TZOO - cheap w/ strong catalyst: shifting to membership model (front-loaded marketing expenses rev recognized over [--] months) creating short-term eps pressure. Mgmt expects memberships 25% of rev in [--] should drive re-rate. Asset-light clean B/S. Risks 👇"
X Link 2025-12-29T18:05Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @stock_logging - $DCTH $SLYG.DE $YB $4493.T $NURS.V $276A.T $MLUAV.PA $DVYSR.ST $HIT $HROW $5314.TWO $MOB $SOFW.TA $ALLIX.PA $LODE $PRPO $247A.T $ETON $BXN.AX @JgrValue - $KITT @ditlevfriis - $TEVA (update)"
X Link 2025-12-30T19:03Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @__MattLindsay (watchlist) - $BLDR $SNCY @mathlonning - $ACMR @karstresearch - $ARDT @Mike10947310 - $SHMD @TimelessCpnd - $OTIS (overview) @accrued_int - $PINS (underperform)"
X Link 2025-12-30T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @seedy19tron / @augurbio / @AgonInvestments / @rezfszubagoly / @blankspacenom - $SLNO @elpistollero_ - $AMBQ @stockoholics - $PYPL @SaeschInv - $SRC.L (watchlist) @stpioc - $SNES (update)"
X Link 2025-12-30T20:04Z 25.7K followers, [----] engagements
"@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 7) Kohls $KSS by @HugoNavarroPer2 and @jupiters_string and Countervail Capital"
X Link 2025-12-30T20:29Z 25.3K followers, [---] engagements
"@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 @HugoNavarroPer2 @jupiters_string 8) SmartRent $SMRT by grizzlybear"
X Link 2025-12-30T20:29Z 25.7K followers, [---] engagements
"@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 @HugoNavarroPer2 @jupiters_string 9) Unilever Indonesia $UNVR.JK by @CayucosCapital"
X Link 2025-12-30T20:29Z 25.7K followers, [---] engagements
"Most pitched Japan and Australian stocks in [----] (pretty good results - 33/43 are currently positive): Pitched 4x $WTC.AX $AIM.AX 3x $4063.T $MYX.AX $AQZ.AX $9552.T 2x $RTH.AX $IEL.AX $9478.T $3445.T $5819.T $7409.T $3659.T $6086.T $PHX.AX $TEA.AX $PPS.AX $VYS.AX $4374.T $4231.T $WGR.AX $5962.T $MLX.AX $7716.T $3836.T $4755.T $AFL.AX $WAS.AX $OEL.AX $5842.T $7122.T $8841.T $CSX.AX $KPG.AX $PAC.AX $PNC.AX $PV1.AX $STO.AX $4441.T $6457.T $6367.T $247A.T $4194.T https://x.com/puppyeh1/status/2007090269301457096s=20 https://x.com/puppyeh1/status/2007090269301457096s=20"
X Link 2026-01-02T14:59Z 25.6K followers, [----] engagements
"The [--] best pitches on Yellowbrick in 2025: $ABVX +1252% by @A_May_MD $SCZ.V +966% by Atrium Research @Atrium_Research $PRAX +670% by @IggyOnInvesting $SNDK +586% by Parnassus Mid Cap Growth Fund $SATS +569% by ogbigjim $EOS.AX +490% by Crash Capital $PEPG +466% by mrstingy $TMC +446% by @uv_shares $ABXXF +413% by @Jaro_rogue $ABXXF +411% by @grn_investing https://twitter.com/i/web/status/2007496191043342693 https://twitter.com/i/web/status/2007496191043342693"
X Link 2026-01-03T16:56Z 25.4K followers, 26.4K engagements
"10 worst pitches on Yellowbrick in 2025: $OPI [---] $SUP -96% $GCL.TO -96% $SPRC -93% $SEAT -92% $YYGH -91% $PRPH -91% $NEON -91% $CTHR -91% $LESL -89% Ironically I actually know the person who had the worst pitch (it was pitched anonymously) and they have a very good (and very long) track record as a fund manager (and still had a great year). So once again probably best not to judge investors by their worst pitches. https://twitter.com/i/web/status/2007858576908320784 https://twitter.com/i/web/status/2007858576908320784"
X Link 2026-01-04T16:56Z 25.4K followers, 11.5K engagements
"Added [--] new stock write-ups to the site (pt 1): @realLigerCub (Catalyst Watch) - $WISH.V $ZEFI.NE $IINN $CBLU.V $BLM.V @finance_schmidt - $AP @BlokeOak57182 - $IIG.L $IE @Fin_Eng_Net - $CAG (overview - div cut likely) @stonkmetal - $CPRT (pass)"
X Link 2026-01-05T20:16Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @ridireresearch - $CTRA @jefke00 - $HUM.AX @Sempiterno_Inv - $NTDOY @hntrbrkmedia - $ACHV @karanshah137 - $HINDCOPPER.NS (overview) VIC fund letters and more"
X Link 2026-01-05T21:15Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @YHamiltonBlog - $TOI.V $DNP.WA $BRO $KNSL $V $EVO.ST $NVO @TarekAntaki - $TZOO @cfrischer1 - $OMER @JustValue48 - $AYN.SI (watchlist) @cupofcoffeecap - $GTBIF (fairly valued)"
X Link 2026-01-06T21:24Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @FarAway0o0 (holding updates) - $BN $3110.T $2722.HK $ASTS $FEIM $EWBC @DavidDiranko (Monday Monitor) - $KINS $HRMY $TRANSI.RO $TRU.L $W7L.L @IdeaBrunchEmail - $ILMN @puppyeh1 - $HUM.AX @finphysnerd - $MDM.PA (short)"
X Link 2026-01-07T18:40Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @NateValuetw (holding updates) - $1982.HK $1809.HK $1979.HK $XYF $KSPI @fpcapital_ - $TZOO @SJCapitalInvest - $SKYT @sigmazerocap - $KLAR @KrantzIsak - $ITECH.ST (overview)"
X Link 2026-01-07T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @InvestorMexican (holding updates) - $TEA.AX $NURS.V $TGEN $TTZ.V $MRAI $SEZL $USAQ $MUEL $PPIH $URL.CN $VHI.TO @ivangal6 - $SWM.WA @SFarringtonBKC - $RILY @capytalmgmt - $GEV (overview) $ENR.DE (starter position)"
X Link 2026-01-08T19:44Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @LuxOpesResearch (quick overviews) - $SCHP.PA $TKA.DE $PLX.PA $ALHGR.PA $TRI.PA $APAM.AS $SGO.PA $INPST.AS $RDC.DE $ALC.SW $NXT.L $ARG.PA @JgrValue - $CVX @KerrisdaleCap - $TDS @meremrtl - $GOSS (bearish)"
X Link 2026-01-09T20:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @NuggetCapital (holding updates) - $LINE $ERE-UN.TO $NXRT $MI-UN.TO $DOC $HR-UN.TO $MRT-UN.TO $NRR-UN.TO @jarrattdavis - $2425.T @stockoholics - $AMZN $ASTS @stonescap - $3565.T"
X Link 2026-01-12T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @GHadjia (holding updates) - $215A.T $FND $ADBE $BCG.L $PAR @case_rsrch (holding updates) - $PAT.L $AMM.V $EML.L @stonkmetal - $PLX.PA $EDEN.PA @HFI_Research - $MNR fund letters and more"
X Link 2026-01-12T20:29Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @jefke00 (holding updates) - $SSPG.L $AT.L $DOLE $CTM $FOUR @AmsterdamStocks - $GUL.AX @finphysnerd - $SET.SI @LTVresearch - $VEEV @stonkmetal - $INPST.AS (update)"
X Link 2026-01-13T19:31Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @bobspaysubstack (holding updates) - $XYZ $ABNB $PM $DPZ @stonkmetal - $1INN.DE @WelfareCapLLC - $CDR.WA @man26uel - $6525.T @shortfinderinc - $SOC (short) @bourseko - $DOL.TO (overview) fund letters VIC and more"
X Link 2026-01-14T20:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (quick overviews) - $ABBN.SW $TMV.DE $BEAN.SW $UTG.L $ABI.BR $OVH.PA $ARGX $BNTX $SOI.PA $BC.MI $TECN.SW $TFF.PA $SW.PA @valuecroc - $OSS @Fenmagne - $DOW @RaasGroup - $1CG.AX (watchlist)"
X Link 2026-01-15T18:46Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @UpslopeCapital (fund letter) - $CCK $BAH $6954.T $HSIC @ToffCap (Monday Monitor) - $HRI.L $BSIF.L $JBFCF $GETB.L @capytalmgmt - $TNZ.TO @msvanda - $TROO (pass) @dismissedeurope - $CVR (activist overview)"
X Link 2026-01-15T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @AlphaTalon2025 - $MRNA $SRPT $6160.HK $VKTX $PFE $NVO @stockoholics - $XPO @LDiscernment - $LOGC @jaycurrie - $BHS.V (update) @Unclestocknotes - $ONDS (overview) fund letters and more"
X Link 2026-01-15T20:04Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @pernasresearch (pass on all) - $LWAY $CRMD $KLTR @ragingbullcap - $CMSG @A_May_MD - $TENX @Mike10947310 - $TSSI @Fierce__beast - $NWL (short) @ashwinkrish1208 - $VASO (watchlist)"
X Link 2026-01-16T19:13Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @roojoo3 (holding updates) - $HAYPP.ST $DSGR $DAVA $MRX @dismissedeurope (updates) - $KRO $ACR $NAII $HURC @DutchInvestors - $CLBT (update) @CayucosCapital - $GG.V @askjussi - $KIM"
X Link 2026-01-16T20:04Z 25.7K followers, [----] engagements
"I don't really try to estimate forward IRRs but if you are looking for the highest upside then I'd probably look at what the best small-cap growth guys are buying right now. $VOD / $VOD.L - via leaps @Uzocapital @ragingbullcap $CGEH - data center opportunity @everyonehatesp1 @pernasresearch $TSSI - Georgetown facility now operational after delay @kingdomcapadv @Mike10947310 $LIB.V - lithium @NestBetter @AlmostMongolian @ChimeraResearch $BCHT.TO - legal special sit @realLigerCub @ppinvest Commodities / Metals - $AFM.V $CAMB.BR $XAU.TO @ppinvest $NURS.V / $VST.CN - shopify for medicine launch"
X Link 2026-01-19T19:40Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @Speedwell_LLC - $UBER (overview) @MoS_Investing - $AVCR.V (watchlist) @stockoholics - $TTWO @Delta9Echo - $BILN.L @schwarcapital - $SPSY.L @elpistollero_ - $LB @ditlevfriis - $NVO"
X Link 2026-01-20T20:04Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @wmthomson22 (holding updates) - $NICU.V $VAR.OL $MMA.V $EQX $LAR @ResGloStocks - $9660.HK @DuckPond_VR - $BAYN.DE @calvinfroedge - $PGDC.V @SanjHA3 - $JPM (earnings) fund letters and more"
X Link 2026-01-20T20:29Z 25.3K followers, [----] engagements
"I'm no legal expert but Mike Alfred hard pumping garbage companies like $ASST and $BKKT and then deleting all of his posts once they fall 60% can't be good"
X Link 2026-01-21T12:30Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @DavidDiranko (Monday Monitor) - $LOCAL.PA $PDEX $VIRC $NEA.MC $ABP.MI @JgrValue - $PANL @IdeaBrunchEmail (w/ Ian Bezek) - $AUNA $CAAP $KOF @BlokeOak57182 - $AAZ.L (bearish)"
X Link 2026-01-21T19:03Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @everyonehatesp1 (Orders/Awards Monitor) - $KULR $RMCF $UMAC $SATL @FirmReturns - $HFG.L $MACF.L $ECEL.L @dismissedeurope - $HNL.DE @oguzerkan - $GRAB (watchlist) @DutchInvestors - $LOTBY (overview)"
X Link 2026-01-21T20:04Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @Szew_invest - $IOS.F $GDDY @Atrium_Mining (updates) - $DNG.TO $CAPT.V @NickNemo17 - $AZRH (short) @valuedontlie - $KBR (watchlist) @SanjHA3 - $TSM @Investeramera_ - $MSAB-B.ST"
X Link 2026-01-22T19:03Z 25.6K followers, [----] engagements
"Very solid 20%+ returns on this Enovix $ENVX short by @taubamush Though I just saw in Massif Capital's Q4 letter that they remain long Enovix"
X Link 2026-01-24T16:56Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @LuxOpesResearch - $ARYN.SW $ALBFR.PA $PUM.DE $DB1.DE $BRBY.L $VIRP.PA $INPST.AS $KOMN.SW $UBI.PA $CON.DE $VOW3.DE @Fenmagne - $RMAX @BlokeOak57182 - $WRKS.L @waterboystocks - $STRS"
X Link 2026-01-26T19:31Z 25.6K followers, [----] engagements
"@Fierce__beast How do you decide fair value DCF Peer comps Comping to its own historical average"
X Link 2026-01-27T16:55Z 25.7K followers, [---] engagements
"Added [--] new stock write-ups to the site (pt 1): @ElGatoPartners - $PELI $CS.ST $PLSR.V @hntrbrkmedia - $SOC (short) @hazelnutsR - $SIX2.DE @pennyondollar - $SSL @TMoodyInvest - $GVFF (pass) @dcurras1 - $ISRG (earnings) @jasons_chips - $INTC (earnings)"
X Link 2026-01-27T19:03Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @DavidDiranko (Monday Monitor) - $PRG $ZEAL.CO $SNTIA.OL $SFAB.ST $EOLU-B.ST @TacticzH - $ASML (hold) @SFarringtonBKC - $NP @longcastadviser (holding updates)- $MTRX $NRC $CCRN @jarrattdavis - $ALFPC.PA (watchlist)"
X Link 2026-01-28T20:17Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @BlokeOak57182 (baillie Gifford holding updates) - $6524.T $6951.T $6324.T $7906.T $8919.T $3491.T $7988.T $6101.T $5805.T $4384.T $CRN.L @JgrValue - $RML.AX @taobanker - $MHGU @fugaziresearch - $SIDU (short)"
X Link 2026-01-28T20:58Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @waterboystocks - $GIII (watchlist) $UAA (pass) $PVH (watchlist) @WolfOfOakville - $LOVE.V (downgrade) @Petty__Cash - $PHX.TO @ToffCap - $TIG.L (strategic review) @BlokeOak57182 - $AUGM.L"
X Link 2026-01-29T19:31Z 25.6K followers, [----] engagements
"I'm not qualified to speak on anything but I did work at a publicly traded gaming company for a few years (and the stock tripled while I worked there. correlation or causation) Gaming stocks being down on Google's AI launch makes absolutely zero sense"
X Link 2026-01-30T18:35Z 25.3K followers, [----] engagements
"Think about this for [--] seconds: 1) We are not even close to the world-building models being able to create real fully featured games 2) What is more likely that these world models get integrated into $U / Unreal or they somehow magically become a standalone game engine that takes share from those two 3) $TTWO being down 10% is even more absurd because these models would just make it easier for them to build games There is maybe some miniscule chance that these world-building models are harnessed by a new up-and-coming competitor to Unity/Unreal who then takes market share and absorbs all of"
X Link 2026-01-30T18:45Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @eriksen_tim (fund letter) - $PHIG $EXCE $MCBS @dipinvest - $1397.HK @ppinvest - $QBY.DE @equitiesclub - $TEE.AX @waterboystocks - $CLW (quick overview) @pernasresearch - $IZEA (pass) $SJJ.DE (pass)"
X Link 2026-01-30T20:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @GWInvestors (fund letter) - $IPCO.TO $NXE $GNS.L $UHR.SW @AltayCapital - $8066.T @snikhs2 - $LRCX $AMAT @maninapurpledr1 - $TROO (short) @karstresearch - $OMDA (watchlist) @EquityBrian - $CSU.TO (watchlist)"
X Link 2026-01-30T20:15Z 25.6K followers, [----] engagements
"@longcastadviser 2) Cedar Creek Partners @eriksen_tim bought EXCO Resources $EXCE"
X Link 2026-01-31T18:01Z 25.4K followers, [---] engagements
"$BKGM My oddball pick for [----] is the Bank of Guam (OTC:BKGM). Illiquid (80% insider owned) $2b of deposits big discount to TBV consistently profitable dominant franchise in US Pacific territories. Mid to high teens ROE and a $1b AUM trust business. Long $BKGM Not advice https://t.co/o70XOP5iQq My oddball pick for [----] is the Bank of Guam (OTC:BKGM). Illiquid (80% insider owned) $2b of deposits big discount to TBV consistently profitable dominant franchise in US Pacific territories. Mid to high teens ROE and a $1b AUM trust business. Long $BKGM Not advice https://t.co/o70XOP5iQq"
X Link 2026-01-31T21:06Z 25.5K followers, [----] engagements
"The most pitched sectors on Yellowbrick last week Metals/Mining remains at number [--] Software remains at number [--] Capital Markets Machinery Oil/Gas and Financial Services replace Electronics Semis Health Care Equipment and Defense https://x.com/joinyellowbrick/status/2015485086548836678s=20 Most pitched sectors on Yellowbrick last week https://t.co/xyGFdJ3nzX https://x.com/joinyellowbrick/status/2015485086548836678s=20 Most pitched sectors on Yellowbrick last week https://t.co/xyGFdJ3nzX"
X Link 2026-02-01T16:56Z 25.3K followers, [----] engagements
"@Atrium_Mining @Balsikafi Aristotle International Equity wrote up Cameco $CCJ in their Q4 [----] letter"
X Link 2026-02-01T19:03Z 25.4K followers, [---] engagements
"@Atrium_Mining @Balsikafi Forum Energy Technologies $FET did in fact re-rate though still below 1x EV/Sales @SFarringtonBKC"
X Link 2026-02-01T19:03Z 25.4K followers, [----] engagements
"Something very funny to me about Michael Burry being worth $100M+ and raising his prices"
X Link 2026-02-01T22:56Z 25.4K followers, 10.6K engagements
"Added [--] new stock write-ups to the site (pt 3): @aaronvalue (holding updates) - $GRUSF $ARA.MX $HQI @hntrbrkmedia - $RR (short) @boudnic24 - $BA (earnings) @BlokeOak57182 - $ASAI.L (update) @colubeatid - $ERF.PA (earnings) @felix__archive - $EOSE (overview)"
X Link 2026-02-02T20:04Z 25.6K followers, [----] engagements
"You guys are idiots but I don't fight idiots. Stopped out for now. $U"
X Link 2026-02-03T14:41Z 25.6K followers, 14.1K engagements
"Added [--] new stock write-ups to the site (pt 2): @pennyondollar (updates) - $OLN $LYB @dirtcheapbanks - $OXBC @fpcapital_ - $GRAB (overview) @ditlevfriis - $TEVA (update) @Lil__Oaty - $SPCB @Petty__Cash - $HITI.V (earnings) @UnlearningCFA - $CNC @Atrium_Mining - $DRX.TO"
X Link 2026-02-03T19:31Z 25.4K followers, [----] engagements
"A few people have sent me videos from those "doom and gloom" Youtubers about why the market is going to crash. These accounts post the exact same video every three months. This guy has called for a crash since the absolute bottom of [----] These videos get views. That's why they make them. That's it. https://twitter.com/i/web/status/2019073474044535057 https://twitter.com/i/web/status/2019073474044535057"
X Link 2026-02-04T15:40Z 25.6K followers, [----] engagements
"Robinhood's brand is that they let the dumbest people you know place the dumbest trades you've ever seen. $HOOD $HOOD is down 50% from highs just [--] months ago At some point this becomes exceptionally undervalued mainly due to their brand moat Robinhood has positioned itself as the only platform with high access to all three key retail segments: Equities & options (their core) Crypto https://t.co/0ydayD6QgU $HOOD is down 50% from highs just [--] months ago At some point this becomes exceptionally undervalued mainly due to their brand moat Robinhood has positioned itself as the only platform with"
X Link 2026-02-04T16:30Z 25.6K followers, [----] engagements
"Added [--] new stock pitches to the site (pt 1): @wolfofharcourt (holdings updates) - $RBRK $SE $ADYEN.AS $V $MSFT @onecentinvest - $SOMA.V $DNG.TO $PALS.V $OGD.TO @memyselfandi006 - $1INN.DE (watchlist) @TheBioMAHunter - $GOSS (overview) @gnufs - $EVO.ST (overview)"
X Link 2026-02-04T19:35Z 25.6K followers, [----] engagements
"Added [--] new stock pitches to the site (pt 2): @DavidDiranko (Monday Monitor) - $PLLIF $ZOMD.V $DXC $ASCN.SW $MYPS @AceRiverCapital (holdings updates) - $RICK $HZO $VOXR @Fintegrate - $ACFN $PME.AX @IdeaBrunchEmail - $DERM @Unclestocknotes - $META (earnings)"
X Link 2026-02-04T20:04Z 25.4K followers, [----] engagements
"I added [--] new stock write-ups to the site (pt 2): @AmsterdamStocks (watchlist) - $VOT.WA $QNT.WA $ALL.WA @FarAway0o0 - $INTC @hiteshkar - $TOYO @e_pap4 - $TAIT @YetAnotherValue - $UA (overview) @Investeramera_ - $TOKMAN.HE (overview) @pennyondollar - $BAK (update)"
X Link 2026-02-05T19:31Z 25.4K followers, [----] engagements
"I added [--] new stock write-ups to the site (pt 3): @JRogrow - $APH (earnings) @kejca (earnings) - $AAPL $CVX $AXP @underlyingvalue - $INMD @garpandgo - $HSP.L @dirtcheapbanks - $EXSR $CBBI (overview) @OSA_Rochester - $SPHR (trimmed) $FNMA (exited)"
X Link 2026-02-05T20:04Z 25.7K followers, [----] engagements
""AI killed video games""
X Link 2026-02-05T21:39Z 25.6K followers, [----] engagements
"I'm not so sure about these fills on IBKR sometimes"
X Link 2026-02-06T13:31Z 25.3K followers, [----] engagements
"Tax season is going to be a disaster for a lot of retail"
X Link 2026-02-06T16:56Z 25.3K followers, [----] engagements
"I added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (updates) - $RCO.PA $ZGN $BAER.SW $AKZA.AS $AOF.DE $ADS.DE $NOEJ.DE $SAP.DE $SCATC.OL $AL2SI.PA $UHR.SW @jarrattdavis - $8141.T @ElGatoPartners - $BOF @KonekoResearch - $STHO"
X Link 2026-02-06T19:04Z 25.6K followers, [----] engagements
"I added [--] new stock write-ups to the site (pt 2): @oguzerkan - $TEA.AX $MELI $UNH $AMZN $III.L $TAVHL.IS @benitoz - $INTC (update) @Compoundandfire - $KPG.AX (update) @laurenbalik - $APP (short) @jaycurrie - $ECR.V (update) @Biotenic - $GOSS (overview)"
X Link 2026-02-06T19:31Z 25.6K followers, [----] engagements
"I added [--] new stock write-ups to the site (pt 3): @dismissedeurope (updates) - $HEAD.L $EXE.PA $BDT.DE $DLX.DE $SFR.L $ALINV.PA $GBT.PA $ALORA.PA $BEGR.ST $ALDEL.PA $GJAJ.PA $0J7D.L $NORTHM.CO @Vulpescap - $IKT @colubeatid - $BNZL.L @AmsterdamStocks - $3640.T"
X Link 2026-02-06T20:04Z 25.4K followers, [----] engagements
"@evrgn11112231 Im talking about the write-ups that come out a day or two later while the stock is sitting -12% and they just say that everything looks good. Not immediate after-hours commentary"
X Link 2026-02-07T15:06Z 25.6K followers, [---] engagements
"@seannew93780151 @valuechad @6ix_sports1 @SpecialSitsNews @michaeljburry How do you know its untrue There are numerous data points that his returns post-GFC are not good. Dont think Ive ever seen one that suggests they are"
X Link 2026-02-07T15:56Z 25.3K followers, [--] engagements
"At least I made back all the money I spent buying these damn figurine toy things for all of our friends/relatives' babies this Christmas"
X Link 2026-02-07T18:01Z 25.4K followers, [----] engagements
"Most pitched industries on Yellowbrick last week: - The semi dip buy pitches jump up to #1 - The semi component dip buy pitches move up to #2 - Software and mining pitches fall to a tie for #3 - Biotech and hotels/restaurants join the tie for #3 https://x.com/joinyellowbrick/status/2018005442387906781s=20 The most pitched sectors on Yellowbrick last week Metals/Mining remains at number [--] Software remains at number [--] Capital Markets Machinery Oil/Gas and Financial Services replace Electronics Semis Health Care Equipment and Defense https://t.co/K8GSDMm1uj https://t.co/JYJI3UkAse"
X Link 2026-02-07T19:03Z 25.3K followers, [----] engagements
"@seannew93780151 @valuechad @6ix_sports1 @SpecialSitsNews @michaeljburry No its like you win the Super Bowl and then are a below average player (like Flacco)"
X Link 2026-02-07T19:30Z 25.3K followers, [--] engagements
"Im not commenting on $TDG I have no opinion. Was just stating that if any stock is down significantly on earnings I think its the wrong move for the earnings update to be everything looks great. It can be short-term investors are selling off on profit concerns that I think are misguided. Long-term story intact https://twitter.com/i/web/status/2020256070686617884 https://twitter.com/i/web/status/2020256070686617884"
X Link 2026-02-07T21:59Z 25.6K followers, [---] engagements
"A lot of people are missing the main bear case which is that AI makes it easier to replicate products that rely on tedious low skill labor like extracting data from filings. This isnt a hypothetical its literally happening right now to the exact products mentioned in this post What people miss about the financial terminal oligopoly is the true moat of these businesses is an aggregation-disaggregation moat. These businesses are essentially group purchasing organizations for financial data. Bloomberg for example spends an estimated $3bn annually on https://t.co/nWt1zW6cjS What people miss about"
X Link 2026-02-08T02:35Z 25.3K followers, 12.7K engagements
"$RELY Bought $RELY @ $12.82. It's a secular growth fintech with inflecting earnings & mgmt that's addressing s/h concerns. Thread on my long thesis why I disagree with shorts and the roadmap over the medium term (1/n) https://t.co/UR8BrrmlSI Bought $RELY @ $12.82. It's a secular growth fintech with inflecting earnings & mgmt that's addressing s/h concerns. Thread on my long thesis why I disagree with shorts and the roadmap over the medium term (1/n) https://t.co/UR8BrrmlSI"
X Link 2026-02-09T11:25Z 25.4K followers, [----] engagements
"Framing this as a Danish attack on Americans will actually probably work pretty well with the current administration Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US"
X Link 2026-02-09T14:36Z 25.4K followers, [----] engagements
"There is no team Id trust more with my finances than Mr Beast and Chamath We bought a bank. https://t.co/08GMjr36mt We bought a bank. https://t.co/08GMjr36mt"
X Link 2026-02-09T18:20Z 25.6K followers, 284.1K engagements
"Added [--] new stock write-ups to the site (pt 2): @SaeschInv (AIM A-Z) - $WRKS.L $PEBB.L $ART.L $TENG.L $TMG.L @_kablaa - $CVNA (short) @MicroCapMaven - $SBLX @ppinvest - $UCA.DE @that_stocks_guy - $ZEN.L @TheParadoxIntel - $VITL (bearish) @dirtcheapbanks - $BYFC (pass)"
X Link 2026-02-09T19:44Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @TMoodyInvest - $JCTC @dirtcheapbanks - $PDLB @ritmus_sk - $TRST.L @RodrigoLezama7 (watchlist) - $ELMD @hatedmoats - $NVO (hold) @entrematorrales - $CTT.ST (overview) @InvestInAssets - $NOVO-B.CO (earnings)"
X Link 2026-02-10T19:03Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @OilandGasInvest - $CCDS.V @askjussi - $UNIT @BlokeOak57182 - $HGT.L @KennyChanFD - $PROP @TheRayMyers (overview) - $IREN @OpenSquareCap - $PTON (earnings) @steveclapham - $FWONK (overview)"
X Link 2026-02-10T19:31Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @TacticzH - $CSU.TO @QuestforYield - $MAI.V @100baggerhunt - $CCLD @mineralstocks - $LGO @divfinsanalyst (earnings) - $CME $TW @snikhs2 - $UBER (earnings) fund letters and more"
X Link 2026-02-10T20:29Z 25.6K followers, [----] engagements
"@SolutionOrganic @chat_SBC I explained in other comments that I said old-school value boys for a reason. Old-school value guys arent buying semis META etc. Their portfolios look like Fundsmith Akre etc"
X Link 2026-02-11T11:25Z 25.5K followers, [--] engagements
"Every month you can post this and just rotate between claude codex and cursor to earn your X bucks nearly all of the best engineers i know are switching from claude to codex nearly all of the best engineers i know are switching from claude to codex"
X Link 2026-02-11T15:59Z 25.6K followers, [----] engagements
"Got one for $AUNA from @SFarringtonBKC Some stocks we need full write-ups for on Yellowbrick: B2Gold Corp $BTG - large cap gold miner Northrim Bancorp $NRIM - $570M regional bank in Alaska. fell after earnings but recovering + insiders buying. 2.1x P/TBV (way above median) Dorel Industries $DII-B.TO - Canadian Some stocks we need full write-ups for on Yellowbrick: B2Gold Corp $BTG - large cap gold miner Northrim Bancorp $NRIM - $570M regional bank in Alaska. fell after earnings but recovering + insiders buying. 2.1x P/TBV (way above median) Dorel Industries $DII-B.TO - Canadian"
X Link 2026-02-11T16:38Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @resourcetalks (quick overviews) - $CTM.V $VAU.V $AE.V @SFarringtonBKC - $AUNA $MPT @puppyeh1 - $WEB.AX @bmb21 - $COUR @meeijer - $HIMS (hold) @BanyanLaneCap - $VOD (earnings) @arda_sl_ - $CRM (watchlist)"
X Link 2026-02-11T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @stockoholics - $MS @AmsterdamStocks - $BERNER-B.ST @Secrets4stocks - $MTLN.L @YetAnotherValue - $FSP (overview) @cedargrovecm - $HIMS (update - short) @OutspokenGeek - $BE (earnings) @Stock_Pursuit - $TYGO (watchlist)"
X Link 2026-02-11T20:04Z 25.6K followers, [----] engagements
"@Proxy_Tank I just don't understand how they've skirted all the porn laws. A bunch of states require ID verification for all porn sites yet somehow Reddit slides by. And then all other social platforms have to prevent porn but not Reddit"
X Link 2026-02-12T21:19Z 25.6K followers, [---] engagements
"@ValuSeeker20 You think those site have more porn than Reddit Literally 20% of subreddits are actual porn"
X Link 2026-02-12T22:24Z 25.6K followers, [---] engagements
"@TheKapG @SaintAgnesBets But no real companies want their ads shown there which is why Reddit ads are so garbage"
X Link 2026-02-13T11:46Z 25.7K followers, [--] engagements
"I just had this conversation about a different stock the other day. If all of the earnings were so great why is the stock down 50% in the last month It's because the market clearly has some concerns. I think those concerns include the fact that the Reddit audience is super low quality and a large portion of the time spent on Reddit is made up of communities that real brands won't touch. There is also the legal overhang of all the porn on the site. It is very likely to get regulated at some point (just like it has with every other social platform in existence). Brands occasionally running"
X Link 2026-02-13T12:09Z 25.7K followers, [--] engagements
"I don't think the pricing structure was wrong I just think it was too expensive to be sustainable. At some point it was going to either invite competition and/or cause CFOs to look at the line item and realize spending $100k+ per quarter per SaaS app was ridiculous. I also agree with you that I don't think money is tight right now. But I do think AI has encouraged companies to look at costs to be cut and made it easier for competition to sprout up for these SaaS companies https://twitter.com/i/web/status/2022324783283630428 https://twitter.com/i/web/status/2022324783283630428"
X Link 2026-02-13T14:59Z 25.7K followers, [--] engagements
"It's a good counterargument but I'd say: 1) OSS requires internal dev resources still. Companies were willing to overspend on software so they didn't have to commit devs to it because dev resources were limited during ZIRP (I think dev resources are becoming less constrained) 2) I think AI will still drive more competition for the hosted options"
X Link 2026-02-13T15:09Z 25.7K followers, [--] engagements
"Yeah so for arguments sake then this is basically just the same as the hosted options and I think we just see more competition in the space. I think there is an argument that OSS usage increases too as AI makes it easier to host yourself. A single engineer could fairly easily set up quite a few of the SaaS products company use. Still not sure if companies will want to commit engineering resources to it. But I still think it all increases competition. And then obviously there is the argument that some products that provide a wrapper over some basic functionality just get completely replaced"
X Link 2026-02-13T15:24Z 25.7K followers, [--] engagements
"@alluvialcapital @longcastadviser @wmthomson22 @shermancbfunds $7182.T - Artisan International"
X Link 2024-11-02T15:56Z 25.7K followers, [----] engagements
"Added [--] pitches to the site (pt 1): @WelfareCapLLC - $SOC @LuxOpesResearch (overviews) - $MELE.BR $IFX.DE $FYB.DE $DGE.L $DSY.PA $WAF.DE $TNIE.F $VOD $ASSA-B.ST $RACE @dsmoak98 (fund letter)- $QEPC $FILA.MI @ResearchGrizzly - $WGS (short) @Mike10947310 - $PLCE"
X Link 2025-02-06T19:03Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @divfinsanalyst - $MIAX (overvalued) @pernasresearch - $HDSN (pass) $MG (pass) $DEFT (more research) @stonkmetal - $CLBT @emilhartela - $HAYPP.ST @1rabbitresearch - $VITL (analyst)"
X Link 2025-09-05T18:03Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @East72Dynasty (fund letter) - $BOL.PA $EXO.AS $UHR.SW @BlokeOak57182 - $AVAP.L @ASB_Partners - $FPH (neutral) @FluentInQuality - $TGLS $TVK.TO $SEZL $YETI $DPLM.L $AUB.AX $HEM.ST $VIT-B.ST"
X Link 2025-10-09T18:31Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @alc2022 - $HFG.DE @MinusCherry - $VRSN (short) @roojoo3 (fund letter)- $5842.T $BKD $WDC @felix__archive - $4063.T @pernasresearch - $KVYO pass / more research on $SPT & $CLVT @jupiters_string - $2382.HK"
X Link 2025-10-17T19:29Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @DavidDiranko (Monday Monitor) - $OMSE $0M1X.L $YTV.MU $4251.T $PSD.TO @wealthnetworken - $AMD @Divergent7651 - $ALSN @CDNValueInvestr - $NFI.TO (update) @ReturnsJourney - $AFYA (overview)"
X Link 2025-11-26T20:29Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @invertiramateur - $MELI @BearCaveEmail - $SERV (short) @realroseceline - $GPN @YetAnotherValue - $LWAY (special sit overview) @Agrippa_Inv - $IREN (update) @Wiseman_Cap (analysts) - $META $MU $UBER"
X Link 2025-12-22T21:25Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @MrSchmidt20 - $HRBR (special sit overview) @jupiters_string - $1433.HK @DGenchev - $PL (overview) @West4thCapital - $SN (trimmed) @elpistollero_ - $VUZI"
X Link 2025-12-23T20:04Z 25.7K followers, [----] engagements
"The best "turnaround" investors in the YB database (based solely on if they have pitched [--] turnaround and the returns have been good). h/t @ShmuelLon @SowingAlphaSeed - Smoak @dsmoak98 - [--] Main Capital @1MainCapital - Clark Street @ClarkinM - Riverwater Micro Opportunities fund - Aegis Value - @AmsterdamStocks - @pernasresearch - @ToffCap - @ClarkSquareCap - Voss Capital @CapitalVoss - @Mike10947310 - @Uzocapital - @LDiscernment - Miller Deep Value - @jefke00 - offtherun (VIC) - Giverny Capital - Kingdom Capital - @DavidDiranko - @RodrigoLezama7 - @everyonehatesp1 - @ThreeMileRes - Laughing"
X Link 2025-12-30T15:20Z 25.7K followers, 20.8K engagements
"Only $AMBQ pitch in the database currently is from @elpistollero_ a couple of weeks ago @SixSigmaCapital @upand_right @planert41 @joinyellowbrick highlighted a interesting thesis on AMBQ a few weeks ago on my watch list but prefer AMBA over them currently @SixSigmaCapital @upand_right @planert41 @joinyellowbrick highlighted a interesting thesis on AMBQ a few weeks ago on my watch list but prefer AMBA over them currently"
X Link 2026-01-19T17:41Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @MaaizKhan - $MOH $MCB.TO $HAYPP.ST @dede_eyesan - $ICTEF (trimmed) @aleabitoreddit - $VPG $DPRO @Petty__Cash - $MCB.TO (update) @man26uel - $NEX.PA @stockoholics - $LLY"
X Link 2026-01-22T19:31Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @RealAssetsValue (holdings) - $FVR $LOGI-B.ST $BSRTF $NLOP @Guyquity (holdings) - $FTK.DE $NOMD $GAMA.L $SES.MI $GOOGL @pernasresearch (pass) - $UBER $CVU $ASYS @Anders_Research - $DRTS @ppinvest - $ITMSF"
X Link 2026-01-23T20:04Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @timothyhliu5 (holding updates) - $MOH $ELV @investorgabut - $UNTR.JK $ASII.JK @KerrisdaleCap - $AFRM (short) @Edison_Inv_Res - $PGLD.V @pennyondollar - $BWE.OL (holding update)"
X Link 2026-01-26T20:04Z 25.7K followers, [----] engagements
"I added [--] new stock write-ups to the site (pt final): @pernasresearch (pass on all) - $FIG $YEXT $PYPL @memyselfandi006 - $1INN.DE (update) @__MattLindsay (watchlist) - $VCP.L $CPRT $GO-U.TO @ArmsGarrett - $NOMD @cedargrovecm - $ABVX @WolfpackReports - $IONQ (short)"
X Link 2026-02-06T20:29Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @bobspaysubstack - $ADYEN.AS @Invesquotes - $NTDOY @bourseko - $NVO (update) @Atrium_Mining - $OGO.V @ResearchGrizzly - $EOS.AX (short) @StockForester - $CROX (watchlist) @Unclestocknotes - $AMD (earnings) and more"
X Link 2026-02-09T20:44Z 25.7K followers, [----] engagements
"You just know Buffett is hanging on for dear life. No way that dude is going to die before he can deploy his $300B into a market crash and prove that he's the goat one last time"
X Link 2025-04-04T19:30Z 25.7K followers, 1.8M engagements
"Added [--] new stock write-ups (pt 4): @DivGrojourney - $FSV.TO (earnings) @NuggetCapital - $HR-UN.TO @konichivalue - $6383.T @two_natural - $MRVI (pass) @OpenSquareCap - $OXY (update) @leomironov (Chinese medicine overviews) - $600085.SS $600535.SS $000538.SZ $000423.SZ"
X Link 2025-07-29T19:29Z 25.7K followers, [----] engagements
"Added [--] new write-ups to the site (pt 2): @Iqbal_yusuf1994 - $ELL.V @PatchesAKF (earnings updates) - $MEGACPO.MX $EDEN.PA $LOG.MC $7094.T $BARN.SW $PITPF @stoiccapital72 - $TOI @TheRayMyers - $CELH (update) @thesherlockview - $ABXXF @limchinteck1 - $OLLI (earnings)"
X Link 2025-09-03T18:31Z 25.7K followers, [----] engagements
"Tickers pitched by good investors recently: $BARN.SW - largest B2B chocolate maker. Cocoa prices skyrocketed causing debt to balloon. New CEO to cut costs. Big upside when cocoa prices decline $JAKK - significantly undervalued toyco with Christmas season upside (IP with Nintendo and Disney) $DXCM - buying dip on Hunterbrook report. Cherry-picked data and misunderstanding of diabetes management $TBRD.V - content studio (80%+ service work v own IP) at 2-3x EV/EBITDA with 25%+ rev growth. Illiquid but pending uplist. Voss Capital major owner https://twitter.com/i/web/status/1971967082473427340"
X Link 2025-09-27T15:56Z 25.7K followers, 13.5K engagements
"Added [--] new stock write-ups to the site (pt 1): @alc2022 - $PATH @DavidDiranko (Monday Monitor) - $ZIM $CNA.L $QFIN $IPX.L $EQNR @acidinvestments - $3393.HK @FuzzyPandaShort - $RZLV (short) @_HoopClub - $FILA.MI"
X Link 2025-10-01T18:03Z 25.8K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @LDiscernment - $ACP.WA (update) @Blinklebloop - $OMSE @WhiteFalconCap - $AFN.TO @LaughingH20Cap (fund letter) - $CLAR $THRY $LFCR $VTY.L $PAR $NN @stoiccapital72 - $TOI (update) @stonkmetal - $DHR (sold)"
X Link 2025-10-23T18:31Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (quick overviews) - $KER.PA $ICAD.PA $FTK.DE $RIEN.SW $HEIA.AS $4X0.DE $DSY.PA $ADS.DE $OR.PA $SAP.DE $MTX.DE $TMV.DE $STMPA.PA $ROVI.MC @LogicalThesis - $DCTH @TheParadoxIntel - $RBLX"
X Link 2025-10-27T18:03Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @alexeimartov - $4755.T $DPZ $VEON $ISSC $GOOG $NVCR @AKWilk (holdings updates) - $SYZ.TO (trimmed) $IVFH @stoiccapital72 - $NKR.OL @alexbossert - $DJCO @kejca - $BRK-B (earnings) @LongYield - $AMZN (earnings)"
X Link 2025-11-06T18:01Z 25.8K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @gonzanwl - $MMY.V @FatAlpha - $CROX @boudnic24 - $SAP.TO @karanshah137 - $CCL.NS @renesellmann - $215A.T (update) @stoiccapital72 - $KYIV (earnings) @LongYield - $9984.T (overview) @snikhs2 - $SE (earnings)"
X Link 2025-11-14T18:36Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @taobanker (Sunday prep) - $LOVE $TLT $CARG $AMTM $GTBIF $ANF $LEGH @RohanSoor - $MERC.L @seedy19tron - $NKTR @BlokeOak57182 - $RGL.AX $ITH.L (update) @CompoundingW - $IBKR (overview) @Secrets4stocks - $VPK.AS (pass)"
X Link 2025-11-26T19:31Z 25.7K followers, [----] engagements
"What kind of business is this lol $OMSE"
X Link 2025-11-27T17:17Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @Blinklebloop (updates) - $OMSE $8371.HK $BETS-B.ST $QFIN $CCSI @finphysnerd - $FRAGUAB.MX @anthonystaj - $CAPR (short) @LDiscernment - $CSW (overview) @dede_eyesan - $GOOG (sold)"
X Link 2025-11-27T19:31Z 25.8K followers, [----] engagements
"Added [--] new stock write-ups (pt 1): @DavidDiranko (Monday Monitor) - $RFX.L $AZK.MC $9163.T $BUKS $AA @NuggetCapital - $GFR @olensrud - $ACP.WA @boudnic24 - $4755.T @RaasGroup - $WRK.AX (update) @ItsEricDing (overviews) - $AMZN $SHOP @snikhs2 - $ZS (earnings)"
X Link 2025-12-03T19:03Z 25.8K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @CDNValueInvestr (updates) - $DBO.TO $XAU.TO $SODI @SFarringtonBKC - $PRPL $LEGH $SNBR @Biotenic - $VTGN (short) @AtaiCapital - $BKTI (holding update) fund letters and more"
X Link 2025-12-04T20:29Z 25.7K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @timothym1ai - $PFE $HIK.L $SNY $GSK @stockoholics - $NLCP $DELL @rebound_capital - $AMZN @SFarringtonBKC - $ZIP $TACT (overview) @accrued_int - $NXST (bearish)"
X Link 2025-12-18T20:29Z 25.7K followers, [----] engagements
"@IggyOnInvesting @A_May_MD @Atrium_Research Ah looks like your pitch was attached to Praxis Precision Medicines. Will fix"
X Link 2026-01-04T15:58Z 25.8K followers, [---] engagements
"Added [--] new stock write-ups to the site (pt 2): @realLigerCub (Catalyst Monitor) - $SILC $SPCB $MOJO $AMPG $TBTC $CWL.TO $USAQ $IFA.TO $EPF.V $LLEIF $SCOR $PXLW $ORBT $KLNG $CTM $LGL $BRAG.TO @StayingRational - $TSM @BlokeOak57182 - $RWA.L"
X Link 2026-01-15T19:03Z 25.7K followers, [----] engagements
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