#  @joinyellowbrick Yellowbrick Investing Yellowbrick 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. ### Engagements: [------] [#](/creator/twitter::1617594978028355622/interactions)  - [--] Week [-------] +120% - [--] Month [---------] +51% - [--] Months [---------] +1.40% - [--] Year [----------] +112% ### Mentions: [---] [#](/creator/twitter::1617594978028355622/posts_active)  - [--] Week [---] -24% - [--] Month [---] -7.10% - [--] Months [-----] +25% - [--] Year [-----] +47% ### Followers: [------] [#](/creator/twitter::1617594978028355622/followers)  - [--] Week [------] +1.20% - [--] Month [------] +2.70% - [--] Months [------] +13% - [--] Year [------] +34% ### CreatorRank: [-------] [#](/creator/twitter::1617594978028355622/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [stocks](/list/stocks) 75.25% [cryptocurrencies](/list/cryptocurrencies) #6850 [technology brands](/list/technology-brands) 18.98% [countries](/list/countries) 1.69% [fashion brands](/list/fashion-brands) 1.69% [automotive brands](/list/automotive-brands) 1.69% [financial services](/list/financial-services) 1.36% [social networks](/list/social-networks) 1.36% [luxury brands](/list/luxury-brands) 1.02% **Social topic influence** [$evost](/topic/$evost) #5, [stocks](/topic/stocks) 3.39%, [fund](/topic/fund) 3.05%, [$four](/topic/$four) #2, [ai](/topic/ai) 3.05%, [$nbis](/topic/$nbis) 2.71%, [update](/topic/update) 2.71%, [$nflx](/topic/$nflx) #209, [$inpstas](/topic/$inpstas) #12, [$adbe](/topic/$adbe) #231 **Top accounts mentioned or mentioned by** [@blokeoak57182](/creator/undefined) [@luxopesresearch](/creator/undefined) [@pernasresearch](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@stonkmetal](/creator/undefined) [@stockoholics](/creator/undefined) [@wolfofoakville](/creator/undefined) [@snikhs2](/creator/undefined) [@unclestocknotes](/creator/undefined) [@longcastadviser](/creator/undefined) [@alc2022](/creator/undefined) [@daviddiranko](/creator/undefined) [@dutchinvestors](/creator/undefined) [@longyield](/creator/undefined) [@nuggetcapital](/creator/undefined) [@karanshah137](/creator/undefined) [@accruedint](/creator/undefined) [@pettycash](/creator/undefined) [@mattlindsay](/creator/undefined) [@atriummining](/creator/undefined) **Top assets mentioned** [4 (FOUR)](/topic/$four) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Netflix Inc (NFLX)](/topic/$nflx) [Adobe, Inc. (ADBE)](/topic/$adbe) [Novo-Nordisk (NVO)](/topic/$nvo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MercadoLibre Inc (MELI)](/topic/$meli) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Unity Software Inc. (U)](/topic/$u) [Duolingo, Inc. (DUOL)](/topic/$duol) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Nike Inc (NKE)](/topic/$nke) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [OMS Energy Technologies Inc. (OMSE)](/topic/$omse) [Crocs, Inc. (CROX)](/topic/$crox) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Advanced Micro Devices (AMD)](/topic/$amd) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Salesforce Inc (CRM)](/topic/$crm) [Iris Energy Limited (IREN)](/topic/$iren) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Copart, Inc. (CPRT)](/topic/$cprt) [Auna S.A. (AUNA)](/topic/$auna) [Intel Corporation (INTC)](/topic/$intc) [Remitly Global, Inc. (RELY)](/topic/$rely) [Sable Offshore Corp. (SOC)](/topic/$soc) [UnitedHealth Group (UNH)](/topic/$unh) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Amphenol Corporation (APH)](/topic/$aph) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Spotify Technology (SPOT)](/topic/$spot) [Coldstack (CLS)](/topic/$cls) [Olin Corp. (OLN)](/topic/$oln) [Flywire Corporation (FLYW)](/topic/$flyw) [DLocal Limited (DLO)](/topic/$dlo) [Oracle Corporation (ORCL)](/topic/$orcl) [Clearwater Paper Corporation (CLW)](/topic/$clw) [UiPath, Inc. (PATH)](/topic/$path) [Microsoft Corp. (MSFT)](/topic/$msft) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [fuboTV Inc. (FUBO)](/topic/$fubo) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Block, Inc. (XYZ)](/topic/$xyz) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Tempus AI, Inc. (TEM)](/topic/$tem) ### Top Social Posts Top posts by engagements in the last [--] hours "@alluvialcapital @longcastadviser @wmthomson22 $WBA (short the bonds) - CrossingBridge Advisers (@shermancbfunds)" [X Link](https://x.com/joinyellowbrick/status/1852741685874221330) 2024-11-02T15:56Z 25.4K followers, [----] engagements "@alluvialcapital @longcastadviser @wmthomson22 @shermancbfunds $7182.T - Artisan International" [X Link](https://x.com/joinyellowbrick/status/1852741699061133404) 2024-11-02T15:56Z 25.4K followers, [----] 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](https://x.com/joinyellowbrick/status/1861521539990007913) 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 - $0045.HK (need evidence of turnaround)" [X Link](https://x.com/joinyellowbrick/status/1872719904031252504) 2024-12-27T19:03Z 25.3K followers, [----] engagements "$TRST (19%) $CNC $DXRX $ELIX $GAMA $NIOX $TRI $MTEC $FAN $APH $AOM $SKL $CPI $GETB (0.6%) https://x.com/MGinvestor/status/1874731550744412192 Finished FY24 +41%. Recap - been on & off in the UK markets since dotcom days but got serious around the GFC. Manage family & close friends accounts. Will probably discuss strategy in future posts like I used to in the past but honestly I get put off posting on here at times. https://t.co/p3Gyq9KcA0 https://x.com/MGinvestor/status/1874731550744412192 Finished FY24 +41%. Recap - been on & off in the UK markets since dotcom days but got serious around the" [X Link](https://x.com/joinyellowbrick/status/1875603185131213150) 2025-01-04T18:00Z 25.3K followers, [----] engagements "Added [--] pitches to the site including (pt final): @Wubbebos (MX stock overviews) - $IPOAF $NEMAKA.MX $PINFRA *.MX $ORBIA *.MX $OMAB @SFarringtonBKC - $NICU.V @WolfOfOakville - $HITI.V (watchlist) @northeasternsvf - $LGCY $ICAD $POWW @QuipusCapital - $XP" [X Link](https://x.com/joinyellowbrick/status/1886860330501894299) 2025-02-04T19:32Z 25.3K followers, [----] engagements "Added [--] new stock pitches to the website (pt 2): @ideahive - $IPCO.TO @LuxOpesResearch (overviews) - $UMG.AS $BVB.DE $WAGA.PA $COK.DE $MMT.PA $TUI1.DE $VRLA.PA $AFX.DE $1SXP.F $ENR.DE @SFarringtonBKC - $ESI.TO $STGO.TO @IcebergResear - $PGY (short)" [X Link](https://x.com/joinyellowbrick/status/1890468839827103786) 2025-02-14T18:31Z 25.4K followers, [----] engagements "I added [--] new stock pitches to the website: @Fairlight_Cap - $ALLOG.PA $BOF @HFI_Research - $NSE.V @Govro12 - $BBD-B.TO @NWFCapital - $NET @ppinvest - $ITERA.OL @pernasresearch - $PSFE (added to position) @hcapinvesting - $VTY.L @EquityBrian - $0700.HK" [X Link](https://x.com/joinyellowbrick/status/1897724675372794273) 2025-03-06T19:03Z 25.3K followers, [----] engagements "Added [--] pitches to site (pt 1): @DMetropolitan - $NANX @needforalpha - $EUROC.AT @pernasresearch - $BAER (more research) pass $CMG.TO / $MQ @AltCapx - $MAGN @SeekingWinners_ - $BRO (update) @DutchInvestors - $KNSL (overview) @Investing501 - $TSQ @LeahiCapital - $0900.HK" [X Link](https://x.com/joinyellowbrick/status/1905666511999524927) 2025-03-28T17:01Z 25.3K 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](https://x.com/joinyellowbrick/status/1912491295890682193) 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](https://x.com/joinyellowbrick/status/1937949971648524609) 2025-06-25T19:04Z 25.4K 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](https://x.com/joinyellowbrick/status/1943379006813774199) 2025-07-10T18:37Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 1): @Jukanlosreve - $000660.KS (GS d/g) @pernasresearch - $FC (pass) $BUKS (more research) @chitchatstocks - $GRAB @japan_guru_x - $6330.T @OpenSquareCap - $NKE (overview) @Jave_t23 - $PINE.L" [X Link](https://x.com/joinyellowbrick/status/1946269552527987178) 2025-07-18T18:03Z 25.3K followers, [----] engagements "Added [--] new write-ups to the site (pt 3): @DeepSailCapital - $PRPO (portfolio holding) @Stock_Opine - $EVO.ST (earnings) @LongYield - $NFLX (earnings) @rationalformula - $TBRD.V @P14Capital - $SEMR @The10xRadar - $DERM" [X Link](https://x.com/joinyellowbrick/status/1947734444888006913) 2025-07-22T19:04Z 25.3K followers, [----] 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](https://x.com/joinyellowbrick/status/1950277451721920755) 2025-07-29T19:29Z 25.4K 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](https://x.com/joinyellowbrick/status/1950625253962481876) 2025-07-30T18:31Z 25.4K followers, [----] engagements "Some stocks that funds bought last Q and wrote up in their fund letters: $AR $BWY.L $FI $FTRE $GRDN $ROSE.L $ASIC $NWL.MI $SRC.L $GNRC $LNW $ARES $FORT.L $IQV $FCN $NE $SMIN.L $YOU $CHRD $MEDCL.PA $RES find them all on the site http://TRI.PA http://TGN.AX http://TRI.PA http://TGN.AX" [X Link](https://x.com/joinyellowbrick/status/1951673352180933110) 2025-08-02T15:56Z 25.4K followers, [----] engagements "Added [--] new writeups to the site (pt final): @stock_logging - $247A.T @WolfOfOakville - $DBO.TO (earnings) @stonkmetal - $AFX.DE @IanCutress - $LSCC (earnings) @msvanda - $DMRC (short) @KyleAdamsStocks - $PPIH @adrewrogers - $DLO (earnings) fund letters and more" [X Link](https://x.com/joinyellowbrick/status/1957525203342246102) 2025-08-18T19:29Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @stonkmetal - $PLX.PA $EDEN.PA @NingiResearch - $GRND (short) @BlokeOak57182 - $IDHC.L @VidetteCapital - $PAYO @Investing501 - $CPHC @e_pap4 - $SDL.NZ @Pelicanwayre - $SUPX (short) @stpioc - $BYRN (overview)" [X Link](https://x.com/joinyellowbrick/status/1966207917620649985) 2025-09-11T18:31Z 25.4K 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](https://x.com/joinyellowbrick/status/1966563258757743009) 2025-09-12T18:03Z 25.3K 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](https://x.com/joinyellowbrick/status/1970911917741936826) 2025-09-24T18:03Z 25.3K followers, [----] 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](https://x.com/joinyellowbrick/status/1973448628627812543) 2025-10-01T18:03Z 25.4K 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](https://x.com/joinyellowbrick/status/1974183418947907609) 2025-10-03T18:43Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 3): @dipinvest (holding updates) - $HP3A.DE $ORS.MI $SL.MI @realThomasNiel - $BUKS (update) @YetAnotherValue - $GECC @BobbyKKraft - $AUUA.V (overview) @riyadosofian - $ZETA @felix__archive - $ADBE @epsilontal - $ELAL.TA (update)" [X Link](https://x.com/joinyellowbrick/status/1977812628895416612) 2025-10-13T19:04Z 25.3K 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](https://x.com/joinyellowbrick/status/1981428215563329791) 2025-10-23T18:31Z 25.3K 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](https://x.com/joinyellowbrick/status/1981805214295351339) 2025-10-24T19:29Z 25.4K 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](https://x.com/joinyellowbrick/status/1983258287387693381) 2025-10-28T19:43Z 25.4K 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](https://x.com/joinyellowbrick/status/1985800255548379221) 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](https://x.com/joinyellowbrick/status/1986509697994649671) 2025-11-06T19:03Z 25.4K 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](https://x.com/joinyellowbrick/status/1986872069544370546) 2025-11-07T19:03Z 25.4K 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](https://x.com/joinyellowbrick/status/1987961343928909880) 2025-11-10T19:11Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 2): @Guyquity - $WAVE @boyer_jeremie - $ECH @OilandGasInvest - $NGC.V @topsecretstocks - $RIVN (update) $TE @rebound_capital - $P911.DE (hold) @Petty__Cash - $VMD (earnings) @Invesquotes - $STVN (earnings)" [X Link](https://x.com/joinyellowbrick/status/1988691057035346394) 2025-11-12T19:31Z 25.3K 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](https://x.com/joinyellowbrick/status/1988705645038535068) 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](https://x.com/joinyellowbrick/status/1989046391369281631) 2025-11-13T19:03Z 25.3K followers, [----] engagements "Added [--] new stock write-ups (pt 3): @TenvaCapital - $CEL.AX @valuedontlie - $DOLE @QuestforYield - $INS.DE @cedargrovecm (earnings) - $OSW $CPRI $WW @snikhs2 (earnings) - $TOST $MELI $AXON @mvcinvesting (earnings) - $RKLB $PGY @Invesquotes - $FOUR (earnings)" [X Link](https://x.com/joinyellowbrick/status/1989061752588230841) 2025-11-13T20:04Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @R2Discovery - $4C.ST @TheParadoxIntel - $9992.HK (short) @P14Capital - $GXO (earnings) @pernasresearch (pass on all) - $RKT $EPEN.ST $STEM @WolfOfOakville - $KITS.TO (earnings) @stonkmetal - $EDEN.PA (earnings)" [X Link](https://x.com/joinyellowbrick/status/1989424134573432979) 2025-11-14T20:04Z 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](https://x.com/joinyellowbrick/status/1990865372002611527) 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](https://x.com/joinyellowbrick/status/1991590153693884802) 2025-11-20T19:31Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 2): @inwoodcapital - $DBX (short) @cupofcoffeecap - $ROMJ.V @stonkmetal - $INPST.AS @boudnic24 - $ATRL.TO @WolfOfOakville - $BRM.V (earnings)" [X Link](https://x.com/joinyellowbrick/status/1993039716090876264) 2025-11-24T19:31Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @InverseMax - $SPCB @ClarkinM - $GDEN (special sit) @stockoholics - $ENTG @BearCaveEmail - $SRAD (short) @bobspaysubstack - $XYZ (update) VIC fund letters and more" [X Link](https://x.com/joinyellowbrick/status/1993048014773002546) 2025-11-24T20:04Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 1): @realLigerCub (Catalyst Watch) - $FATN $SPCB $SMXT $JSDA.CN $CWL.TO $ZEFI.NE $SUUN $CRTD $CHUC $AMMX $CVU $CBLU.V $BRM.V $PODC $KDOZ.V @gonzanwl - $CCLD @valuecroc - $CCCX @stockoholics - $TEM (overview)" [X Link](https://x.com/joinyellowbrick/status/1993760673625493815) 2025-11-26T19:16Z 25.3K 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](https://x.com/joinyellowbrick/status/1993779106069045458) 2025-11-26T20:29Z 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](https://x.com/joinyellowbrick/status/1994482233600520290) 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](https://x.com/joinyellowbrick/status/1994489273777557619) 2025-11-28T19:31Z 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](https://x.com/joinyellowbrick/status/1998127730349441202) 2025-12-08T20:29Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 1): @NishantChandra2 - $LNG $VG $NEXT $EQNR @MMMTwealth - $PATH @thegresearch - $TOU.TO @boonfund - $SCE.L @100baggerhunt - $WISE.L (overview) @karanshah137 - $BSOFT.NS (earnings) @TMoodyInvest - $CRMT (earnings)" [X Link](https://x.com/joinyellowbrick/status/1998830867880280170) 2025-12-10T19:03Z 25.3K 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](https://x.com/joinyellowbrick/status/2000642793706795313) 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](https://x.com/joinyellowbrick/status/2000649873113088268) 2025-12-15T19:31Z 25.3K followers, [----] engagements "Added [--] new stock pitches to the site (pt 1): @carlosag_92 (more research needed) - $4MS.WA $ALFPC.PA $EVO.ST @Compoundandfire - $KPG.AX @FuzzyPandaShort - $NUAI (short) @EquityBrian - $RACE (update)" [X Link](https://x.com/joinyellowbrick/status/2001005189197594655) 2025-12-16T19:03Z 25.3K 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](https://x.com/joinyellowbrick/status/2001389213967610131) 2025-12-17T20:29Z 25.4K followers, [----] engagements "Anyone look at Cooper Companies $COO Diamond Hill added it last Q but haven't seen any recent pitches. Multiple insiders buying lowest EV/EBITDA since [----] (except for COVID) increased repurchase program started strategic review raised FCF target https://x.com/CEOStockWatcher/status/2001367311320576353s=20 Cooper Companies $COO insiders are buying again even after the 15% run-up https://t.co/LrBKh055MB https://x.com/CEOStockWatcher/status/2001367311320576353s=20 Cooper Companies $COO insiders are buying again even after the 15% run-up https://t.co/LrBKh055MB" [X Link](https://x.com/joinyellowbrick/status/2001697985307005037) 2025-12-18T16:56Z 25.3K 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](https://x.com/joinyellowbrick/status/2001749574541594973) 2025-12-18T20:21Z 25.4K 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) @wisemancap (analysts) - $META $MU $UBER" [X Link](https://x.com/joinyellowbrick/status/2003215417376985376) 2025-12-22T21:25Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 2): @IdeaBrunchEmail (with Quercus Fund) - $HSBK.L $2198.HK $BAK (bonds) @snapcallcapital - $PDEX @MrSchmidt20 - $VTY.L @The_Simple_Side - $AMAT (overview) @nvariantcapital - $PYPL (overview)" [X Link](https://x.com/joinyellowbrick/status/2004629069611102263) 2025-12-26T19:03Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 4): @everyonehatesp1 (orders/awards) - $TPL $KULR $VIR $SLNG $CAMP @CDNValueInvestr - $NFI.TO $POWW (update) $CROX @BlokeOak57182 - $KAV.L @MrMojoRisinX - $GTM (CEO comp overview)" [X Link](https://x.com/joinyellowbrick/status/2004644427231375469) 2025-12-26T20:04Z 25.3K 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](https://x.com/joinyellowbrick/status/2006078621643874737) 2025-12-30T19:03Z 25.5K followers, [----] engagements "@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 7) Kohls $KSS by @HugoNavarroPer2 and @jupiters_string and Countervail Capital" [X Link](https://x.com/joinyellowbrick/status/2006100306132705438) 2025-12-30T20:29Z 25.3K 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](https://x.com/joinyellowbrick/status/2007496191043342693) 2026-01-03T16:56Z 25.4K followers, 26.4K engagements "@IggyOnInvesting @A_May_MD @Atrium_Research Ah looks like your pitch was attached to Praxis Precision Medicines. Will fix" [X Link](https://x.com/joinyellowbrick/status/2007844141078892854) 2026-01-04T15:58Z 25.3K followers, [---] 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](https://x.com/joinyellowbrick/status/2007858576908320784) 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](https://x.com/joinyellowbrick/status/2008271352399114743) 2026-01-05T20:16Z 25.4K 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](https://x.com/joinyellowbrick/status/2008650936151921008) 2026-01-06T21:24Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 3): @AutumnCapital (holding updates) - $FTAI $FOUR $IWG.L @__MattLindsay (watchlist) - $DII-B.TO $RGS @SocietySour - $OXE.ST @hatedmoats - $MBR.WA @stonkmetal - $CLBT @carlosag_92 - $APR.WA $BME.L" [X Link](https://x.com/joinyellowbrick/status/2008660138719121617) 2026-01-06T22:01Z 25.3K followers, [----] engagements "Voss Capital adds to their Flywire $FLYW and PAR Technology $PAR positions Related: Having to file a Form [--] also means Voss is a 10% Owner in both of these companies. Their fund growth has been awesome" [X Link](https://x.com/joinyellowbrick/status/2009249160994660696) 2026-01-08T13:01Z 25.4K followers, [----] engagements "$BSL.AX New trade idea - $BSL.AX. Not a huge amount of $$ to be made but I think v high likelihood of overbid in the +10% context. To be clear per below I don't think $SGH.AX should be doing this - but I think they will. Then BoD will be forced whether to engage on something like New trade idea - $BSL.AX. Not a huge amount of $$ to be made but I think v high likelihood of overbid in the +10% context. To be clear per below I don't think $SGH.AX should be doing this - but I think they will. Then BoD will be forced whether to engage on something like" [X Link](https://x.com/joinyellowbrick/status/2009449838338035925) 2026-01-09T02:19Z 25.3K 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](https://x.com/joinyellowbrick/status/2011159097727467993) 2026-01-13T19:31Z 25.4K 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](https://x.com/joinyellowbrick/status/2011872753142394983) 2026-01-15T18:46Z 25.4K 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 - $ONDS (overview) fund letters and more" [X Link](https://x.com/joinyellowbrick/status/2011892179820523893) 2026-01-15T20:04Z 25.3K followers, [----] engagements "$RENT short https://t.co/rP0KDQqy0j https://t.co/rP0KDQqy0j" [X Link](https://x.com/joinyellowbrick/status/2013213418891735272) 2026-01-19T11:34Z 25.3K followers, [----] engagements "I added [--] new stock write-ups to the site (pt final): @snikhs2 - $TSM (earnings) $PSTG @SCapStrategist - $PSTG @stockoholics - $BSX @JPSInvestments - $NCMI (overview) @LongYield - $JPM (earnings) VIC fund letters and more" [X Link](https://x.com/joinyellowbrick/status/2013354055544844557) 2026-01-19T20:53Z 25.3K 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](https://x.com/joinyellowbrick/status/2013704120981492208) 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](https://x.com/joinyellowbrick/status/2013710407005806650) 2026-01-20T20:29Z 25.3K 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](https://x.com/joinyellowbrick/status/2014051171523064124) 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](https://x.com/joinyellowbrick/status/2014066512902893572) 2026-01-21T20:04Z 25.3K 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](https://x.com/joinyellowbrick/status/2015106341786775909) 2026-01-24T16:56Z 25.4K followers, [----] engagements "Top-tier company name" [X Link](https://x.com/joinyellowbrick/status/2015483764109947379) 2026-01-25T17:55Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 2): @ChrisDeMuthJr - $SATS @CDNValueInvestr - $AEP.V @valuecroc - $NUAI @colubeatid - $TIC @jupiters_string - $MIGI (overview) @Unclestocknotes - $ONDS (update) @bourseko - $NFLX (earnings) @SCapStrategist - $SFQ.DE (overview)" [X Link](https://x.com/joinyellowbrick/status/2015863091641082324) 2026-01-26T19:03Z 25.3K 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](https://x.com/joinyellowbrick/status/2015870203767214536) 2026-01-26T19:31Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @WhiteFalconCap (holding updates) - $AMD $NFI.TO $NU $EPAM $HUN @interestingstox - $OLN @justfactstruth - $AEVA @NestBetter - $PRL.TO @RaasGroup - $SHG.AX (update) fund letters and more" [X Link](https://x.com/joinyellowbrick/status/2015884742042820656) 2026-01-26T20:29Z 25.3K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 1): @realLigerCub (Catalyst Watch) - $SPCB $OTH $MKTW $JUMP.V $CTEK.V $SWAG $DPF.V $IINN $PODC $ECOM.V $CEMX.TO $OESX @mining_charts - $MOO.V @ArneUlland - $NOVO-B.CO @stonkmetal - $VU.PA (overview)" [X Link](https://x.com/joinyellowbrick/status/2016603231040700444) 2026-01-28T20:04Z 25.3K followers, [----] engagements "There are investors down 15% today who legitimately think their last few years of outperformance were skill" [X Link](https://x.com/joinyellowbrick/status/2016908157906284831) 2026-01-29T16:15Z 25.3K followers, 78.9K 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](https://x.com/joinyellowbrick/status/2016957311248396429) 2026-01-29T19:31Z 25.4K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 4): @sprucepointcap - $REZI (short) @InflexioSearch - $OGD.TO @alc2022 - $XMTR (watchlist) @calvinfroedge - $SPOT.V @Atrium_Mining - $RIO.TO (increased price target) @DutchInvestors - $MC.PA (earnings)" [X Link](https://x.com/joinyellowbrick/status/2016965635297759513) 2026-01-29T20:04Z 25.4K followers, [----] engagements "Any of the most popular stocks in the hot themes: $RR $UUUU $JOBY $LEU $HYMC $MOBS $SATS $RKLB etc. Or in the past: $HOOD $PLTR $TSLA $HIMS $CVNA etc. No problem at all with people owning those stocks (I've owned a handful at various times) it's just that they are basically leveraged beta themselves and all correlated and then people will have their entire portfolio of just these stocks (plus be using margin and options) and not realize they are basically just making one big leveraged beta bet. They think they are super genius idiosyncratic stock pickers. I do also think some investors are" [X Link](https://x.com/joinyellowbrick/status/2017079310641709437) 2026-01-30T03:35Z 25.3K 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](https://x.com/joinyellowbrick/status/2017305666705133978) 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](https://x.com/joinyellowbrick/status/2017308185225216406) 2026-01-30T18:45Z 25.3K followers, [----] engagements "Added [--] new write-ups to the site (pt final): @AKWilk (fund letter) - $DR.TO $NRP $KITS.TO $FOUR $APG @ScolopaxCapital - $CPKR.TO @negligible_cap - $VSCO (short) @__MattLindsay (watchlist) - $IOR $BRSL @WolfOfOakville - $TMG.V (u/g) @BlokeOak57182 - $ATM.L (update)" [X Link](https://x.com/joinyellowbrick/status/2017334294142750819) 2026-01-30T20:29Z 25.3K followers, [----] engagements "@longcastadviser 2) Cedar Creek Partners @eriksen_tim bought EXCO Resources $EXCE" [X Link](https://x.com/joinyellowbrick/status/2017659440850178371) 2026-01-31T18:01Z 25.4K followers, [---] engagements "@longcastadviser @eriksen_tim 3) Greystone Capital @AKWilk is trying to call the bottom on Shift4 $FOUR" [X Link](https://x.com/joinyellowbrick/status/2017659449373069604) 2026-01-31T18:01Z 25.4K followers, [---] engagements "@longcastadviser @eriksen_tim @AKWilk 4) Greenlight Capital re-acquired Global Payments $GPN" [X Link](https://x.com/joinyellowbrick/status/2017659458743148884) 2026-01-31T18:01Z 25.4K 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](https://x.com/joinyellowbrick/status/2018005442387906781) 2026-02-01T16:56Z 25.3K followers, [----] engagements "@Atrium_Mining @Balsikafi Aristotle International Equity wrote up Cameco $CCJ in their Q4 [----] letter" [X Link](https://x.com/joinyellowbrick/status/2018037434873770436) 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](https://x.com/joinyellowbrick/status/2018037442553528805) 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](https://x.com/joinyellowbrick/status/2018096225266839779) 2026-02-01T22:56Z 25.4K followers, 10.6K engagements "You guys are idiots but I don't fight idiots. Stopped out for now. $U" [X Link](https://x.com/joinyellowbrick/status/2018696259129774130) 2026-02-03T14:41Z 25.4K 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](https://x.com/joinyellowbrick/status/2018769243039285482) 2026-02-03T19:31Z 25.4K followers, [----] engagements "@orrdavid Dont you even have an audited report on your site from a couple years ago" [X Link](https://x.com/joinyellowbrick/status/2019038112106848496) 2026-02-04T13:19Z 25.3K followers, [---] engagements "Im not currently short $TTWO just because Im worried about a positive PR about GTA VI coming out at some point and causing a big pop" [X Link](https://x.com/joinyellowbrick/status/2019043864355774613) 2026-02-04T13:42Z 25.3K 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](https://x.com/joinyellowbrick/status/2019139931780649389) 2026-02-04T20:04Z 25.4K followers, [----] engagements "Added [--] new stock pitches to the site (pt final): @hughieforbes (liquidation watchlist) - $ZDPY $WBQNL $HVPE.L $FED.CO $SHO $WKP.L $WSR $ARS.L $GRIO.L @AmatuerCapital - $MXO.AX @ElGatoPartners - $PURR @HiddenValueGems - $HSP.L fund letters and more" [X Link](https://x.com/joinyellowbrick/status/2019151764218343905) 2026-02-04T20:51Z 25.3K followers, [----] engagements "Just like all the crypto workers are leaving for AI companies so too are the crypto investors leaving for AI (and miners apparently). Crypto might legitimately be dead. Life update - I'm joining @Cognition One goal: end-to-end software agents that ship production code. Cognition covers the entire development lifecycle. I'll be working with @DevinAI and @windsurf focused on education growth awareness and developer experience. Life update - I'm joining @Cognition One goal: end-to-end software agents that ship production code. Cognition covers the entire development lifecycle. I'll be working" [X Link](https://x.com/joinyellowbrick/status/2019479485054062719) 2026-02-05T18:33Z 25.3K 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](https://x.com/joinyellowbrick/status/2019494040924836159) 2026-02-05T19:31Z 25.4K followers, [----] engagements "@ShmuelLon it might be red by lunch tomorrow" [X Link](https://x.com/joinyellowbrick/status/2019543924487123330) 2026-02-05T22:49Z 25.3K followers, [--] engagements "I'm not so sure about these fills on IBKR sometimes" [X Link](https://x.com/joinyellowbrick/status/2019765998195253401) 2026-02-06T13:31Z 25.3K followers, [----] engagements "Tax season is going to be a disaster for a lot of retail" [X Link](https://x.com/joinyellowbrick/status/2019817376083017764) 2026-02-06T16:56Z 25.3K 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](https://x.com/joinyellowbrick/status/2019864724452549096) 2026-02-06T20:04Z 25.4K 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](https://x.com/joinyellowbrick/status/2020164876807647250) 2026-02-07T15:56Z 25.3K followers, [--] engagements "My #1 takeaway from years of working in Silicon Valley is that vertical SaaS fucking sucks. It's a ZIRP phenomenon in which all the value accrued to the founders/investors while the products extracted ZIRP dollars from well-funded startups by charging 10x too much. Slack had 100+ customers paying $1M+ per year for a basic chat product. Every single one of those companies could've rolled their own for significantly less but it didn't make sense when dollars were cheap and good engineers were hard to get. But not only is your company paying for chat but also for documentation org chart email HR" [X Link](https://x.com/joinyellowbrick/status/2020179781292077553) 2026-02-07T16:56Z 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](https://x.com/joinyellowbrick/status/2020196146061189208) 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](https://x.com/joinyellowbrick/status/2020211725706952962) 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](https://x.com/joinyellowbrick/status/2020218506369773733) 2026-02-07T19:30Z 25.3K 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 $3bn annually on https://t.co/nWt1zW6cjS What people miss about" [X Link](https://x.com/joinyellowbrick/status/2020325568718266475) 2026-02-08T02:35Z 25.3K followers, 12.7K engagements "$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](https://x.com/joinyellowbrick/status/2020821356774904307) 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](https://x.com/joinyellowbrick/status/2020869493442957603) 2026-02-09T14:36Z 25.4K followers, [----] 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](https://x.com/joinyellowbrick/status/2020946855828365767) 2026-02-09T19:44Z 25.4K followers, [----] engagements "Greystone Capital @AKWilk is up 160% on Bel Fuse $BELFB since writing it up in their Q4 [----] letter" [X Link](https://x.com/joinyellowbrick/status/2020574112272293900) 2026-02-08T19:03Z 25.6K 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](https://x.com/joinyellowbrick/status/2022045378476908604) 2026-02-12T20:29Z 25.6K followers, [----] engagements "This is basically my stance on SaaS just made significantly more eloquently than I could because Pernas is much smarter than I. The AI threat to application SaaS is legit. I also happen to believe that their pricing model was a ZIRP phenomenon and the margins were going to be competed down at some point even without AI. https://t.co/YlbNtRe2Vl https://t.co/YlbNtRe2Vl" [X Link](https://x.com/joinyellowbrick/status/2022055862206882011) 2026-02-12T21:11Z 25.6K followers, 79.6K 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](https://x.com/joinyellowbrick/status/1747671994043109467) 2024-01-17T17:27Z 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](https://x.com/joinyellowbrick/status/1823782427443036625) 2024-08-14T18:03Z 25.5K followers, [----] engagements "Added [--] pitches to the website including: @SebKrog - [--] quick dives: $KEQU $QEPC $AIRI $VOXX $CULP @stonkmetal - $NSSC @PrivateBrief - $HOG (neutral) @KrokerEquity - quick dives into $8035.T $KYCCF $3064.T @seacapital_afl - $CHCI @WolfOfOakville - $DRX.TO $TGH.V" [X Link](https://x.com/joinyellowbrick/status/1835741241809461322) 2024-09-16T18:03Z 25.6K followers, 10.2K engagements "@DeepSailCapital @hkuppy $8069.TWO by Baron Emerging Markets Fund" [X Link](https://x.com/joinyellowbrick/status/1850204905354428785) 2024-10-26T15:56Z 25.5K followers, [----] engagements "@alluvialcapital @longcastadviser $KITW.L - Minotaur Capital" [X Link](https://x.com/joinyellowbrick/status/1852741577405354218) 2024-11-02T15:56Z 25.5K 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](https://x.com/joinyellowbrick/status/1887577820907364787) 2025-02-06T19:03Z 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](https://x.com/joinyellowbrick/status/1887585605749551300) 2025-02-06T19:34Z 25.5K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 1): @DutchInvestors (quick overviews) - $MBR.WA $HFG.L $KNEBV.HE @investor321123 - $SEZL @rationalformula - $BURCA @stwboerse - $TDOC @nowallaby9822 - $FORD @KrokerEquity - $FAE.MC (overview) @k_ristovski - $CARD.L" [X Link](https://x.com/joinyellowbrick/status/1940109310006006113) 2025-07-01T18:04Z 25.6K 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](https://x.com/joinyellowbrick/status/1943029700583964835) 2025-07-09T19:29Z 25.5K followers, [----] engagements "Added [--] new write-ups (pt 2): @ragingbullcap - $MPCT-UN.TO @jaycurrie - $KGC.V @Szew_invest (3 ecom buys) - $ZAL.DE $WEW.F $DHER.DE @ResGloStocks - $UNH @ritmus_sk - $1086.HK @IdeaBrunchEmail (with Japan Guru) - $6794.T $2003.T @Quality_stocksA - $MC.PA (overview)" [X Link](https://x.com/joinyellowbrick/status/1943385790634922196) 2025-07-10T19:04Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the website (pt final): @boudnic24 - $CNNE @AlphaArkInvest - $UEC @nowallaby9822 - $AEP.V @ditlevfriis - $SU.PA @hntrbrkmedia - $JOBY (exclusive report) @KylerJohnson411 - $SWK @ASB_Partners - $FPH (holding update) @AltayCapital - $6360.T" [X Link](https://x.com/joinyellowbrick/status/1945204020160672035) 2025-07-15T19:29Z 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](https://x.com/joinyellowbrick/status/1956069355805892795) 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](https://x.com/joinyellowbrick/status/1958590745914331265) 2025-08-21T18:03Z 25.6K 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](https://x.com/joinyellowbrick/status/1963308818470723694) 2025-09-03T18:31Z 25.6K 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](https://x.com/joinyellowbrick/status/1964026548710777260) 2025-09-05T18:03Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 3): @BlokeOak57182 - $CAML.L $DEC (update) @accrued_int - $APP (update) @wallstengine (analyst) - $AMZN @taobanker - $NRP @rebound_capital - $GOOG @GaliciaInvestor - $NTDOY @wisemancap (analyst) - $GTLB" [X Link](https://x.com/joinyellowbrick/status/1967668283428999283) 2025-09-15T19:14Z 25.5K 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](https://x.com/joinyellowbrick/status/1968396835136966828) 2025-09-17T19:29Z 25.5K 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](https://x.com/joinyellowbrick/status/1976354789798695402) 2025-10-09T18:31Z 25.6K 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](https://x.com/joinyellowbrick/status/1979268476213571615) 2025-10-17T19:29Z 25.5K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @OSA_Rochester (holding updates) - $GLW $MODG @BlokeOak57182 - $DEC $SVM @sungcapital - $GETY (merger arb) @BearCaveEmail - $BETCO.ST (short) @TawastK - $BEC.MI (overview) @Fierce__beast - $UDMY (short)" [X Link](https://x.com/joinyellowbrick/status/1980349371922137400) 2025-10-20T19:04Z 25.6K 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](https://x.com/joinyellowbrick/status/1982870716698542210) 2025-10-27T18:03Z 25.5K 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](https://x.com/joinyellowbrick/status/1983254748321947672) 2025-10-28T19:29Z 25.5K 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](https://x.com/joinyellowbrick/status/1983602545093136540) 2025-10-29T18:31Z 25.5K followers, [----] engagements "Added [--] new stock pitches to the site (pt final): @SixSigmaCapital - $AMKR @skewangles - $BAS.DE @LongYield - $UNH (overview) @NestBetter - $LODE @GlassH_Research - $DCO (short) @StockMarketNerd - $PYPL (earnings) @dcurras1 - $CDNS (earnings) @slocapital - $CMCSA (overview)" [X Link](https://x.com/joinyellowbrick/status/1984658226823008407) 2025-11-01T16:26Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (quick overviews) - $PLX.PA $UMG.AS $STLAM.MI $XFAB.PA $TFI.PA $DSFIR.AS $NK.PA $ARGX $G24.DE $PUIG.MC $CASH.MC $SGO.PA $AL2SI.PA $WPP.L $AIXA.DE @ClarkSquareCap - $VRA @AnotherBio - $VELO" [X Link](https://x.com/joinyellowbrick/status/1985784915208687659) 2025-11-04T19:03Z 25.5K 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](https://x.com/joinyellowbrick/status/1986494082659582210) 2025-11-06T18:01Z 25.6K 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](https://x.com/joinyellowbrick/status/1986516731007783157) 2025-11-06T19:31Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 2): @LuxOpesResearch (quick overviews) - $GTT.PA $VCT.PA $ALLFG.AS $SCR.PA $ADTN $PSG.MC $FME.DE @MattJMcClintock (updates) - $NKE $DKS @The_PennyQueen - $PAT.L @memyselfandi006 - $WISE.L @PortLouis_ - $NBIS" [X Link](https://x.com/joinyellowbrick/status/1987966287415267585) 2025-11-10T19:31Z 25.6K followers, [----] engagements "Added [--] new stock write-ups (pt 4): @LuxOpesResearch (quick overviews) - $IFX.DE $BAYN.DE $KTA.DE $MUV2.DE $SLHN.SW $FACC.VI $BNR.DE $PAT.DE $SAX.DE $SFQ.DE $FII.PA @sprucepointcap - $IPX (short) @SFarringtonBKC - $CCOI @BlokeOak57182 - $SBRE.L $PTAL.L" [X Link](https://x.com/joinyellowbrick/status/1990511308043583702) 2025-11-17T20:04Z 25.6K 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](https://x.com/joinyellowbrick/status/1993416693633188055) 2025-11-25T20:29Z 25.5K 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](https://x.com/joinyellowbrick/status/1993764479645950190) 2025-11-26T19:31Z 25.6K followers, [----] engagements "What kind of business is this lol $OMSE" [X Link](https://x.com/joinyellowbrick/status/1994093270868349281) 2025-11-27T17:17Z 25.6K 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](https://x.com/joinyellowbrick/status/1994450222630490475) 2025-11-28T16:56Z 25.6K 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](https://x.com/joinyellowbrick/status/1996294161402646804) 2025-12-03T19:03Z 25.6K 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](https://x.com/joinyellowbrick/status/1996671911586083075) 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](https://x.com/joinyellowbrick/status/1997034282766758259) 2025-12-05T20:04Z 25.5K followers, [----] engagements "Sell $CAS.TO (for +40%) buy $CLW @joinyellowbrick Out of this bad boy on to $CLW with a similar view. Think downside is more than priced in the BS is derisked today EV below the Augusta mill acquisition alone. Incremental improvements lead to serious operational opportunities. @joinyellowbrick Out of this bad boy on to $CLW with a similar view. Think downside is more than priced in the BS is derisked today EV below the Augusta mill acquisition alone. Incremental improvements lead to serious operational opportunities" [X Link](https://x.com/joinyellowbrick/status/1998525549015347266) 2025-12-09T22:49Z 25.6K 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](https://x.com/joinyellowbrick/status/1999200310825230709) 2025-12-11T19:31Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 2): @NuggetCapital - $LINE $NOMD $BCE $HR-UN.TO @alc2022 - $PATH @AltayCapital - $6396.T @stockoholics - $MRK @Unclestocknotes - $CRDO (earnings) @JRI_Podcast - $TOC.CN (update)" [X Link](https://x.com/joinyellowbrick/status/1999562682618274111) 2025-12-12T19:31Z 25.6K followers, [----] engagements "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](https://x.com/joinyellowbrick/status/1999577300061307089) 2025-12-12T20:29Z 25.5K 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](https://x.com/joinyellowbrick/status/2001751610108567895) 2025-12-18T20:29Z 25.5K 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_ - $VUZI" [X Link](https://x.com/joinyellowbrick/status/2003557282643100080) 2025-12-23T20:04Z 25.5K followers, [----] engagements "$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](https://x.com/joinyellowbrick/status/2005701731880239361) 2025-12-29T18:05Z 25.6K followers, [----] engagements "@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 @HugoNavarroPer2 @jupiters_string 8) SmartRent $SMRT by grizzlybear" [X Link](https://x.com/joinyellowbrick/status/2006100314030493981) 2025-12-30T20:29Z 25.5K followers, [---] engagements "@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 @HugoNavarroPer2 @jupiters_string 9) Unilever Indonesia $UNVR.JK by @CayucosCapital" [X Link](https://x.com/joinyellowbrick/status/2006100322033299743) 2025-12-30T20:29Z 25.5K 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](https://x.com/joinyellowbrick/status/2007104539711730053) 2026-01-02T14:59Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 4): @AmsterdamStocks - $BERNER-B.ST @mvcinvesting - $OMDA @capytalmgmt - $GMS.L @AlphaTalon2025 - $PFE @BastianelliLore - $RKLB (update) @topsecretstocks - $EOSE (pass)" [X Link](https://x.com/joinyellowbrick/status/2008282147191165419) 2026-01-05T20:59Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 2): @JNap5C - $STTK $RZLT $IVVD $PALI $OVID $KLRS @BlokeOak57182 - $HTG.L $BSIF.L @Sleepysolcap - $ADBE (overview) @nvariantcapital - $XYF @jarrattdavis - $ACCB.BR" [X Link](https://x.com/joinyellowbrick/status/2008655356747014605) 2026-01-06T21:42Z 25.6K 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](https://x.com/joinyellowbrick/status/2008971905101930763) 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](https://x.com/joinyellowbrick/status/2008984776854626681) 2026-01-07T19:31Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 3): @Szew_invest (holding updates) - $IPO.L $EUK3.F $CWC.DE $TRN.L $GROW.L $PHH2.F $GPP.WA $IPS.PA $YOU.L $INPST.AS $ANGI @boudnic24 - $4755.T $HON $BA @garpandChill - $III.L @han_seoul_ohno - $GRCE" [X Link](https://x.com/joinyellowbrick/status/2009361750848651342) 2026-01-08T20:29Z 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](https://x.com/joinyellowbrick/status/2009717855714001017) 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](https://x.com/joinyellowbrick/status/2010796708490334711) 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 - $MNR fund letters and more" [X Link](https://x.com/joinyellowbrick/status/2010811306186625494) 2026-01-12T20:29Z 25.6K followers, [----] engagements "$NWL short I am short some $NWL with a pt [---]. This is a lower conviction idea since there is no clear explanation as to why the business is struggling. Maybe there is some disruption of Schools buying less stuff because everyone is doing a lot more digital stuff: Writing (Sharpie/Paper I am short some $NWL with a pt [---]. This is a lower conviction idea since there is no clear explanation as to why the business is struggling. Maybe there is some disruption of Schools buying less stuff because everyone is doing a lot more digital stuff: Writing (Sharpie/Paper" [X Link](https://x.com/joinyellowbrick/status/2011395413748990118) 2026-01-14T11:10Z 25.6K 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](https://x.com/joinyellowbrick/status/2011883886763032724) 2026-01-15T19:31Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @undrvalue - $CRTO $SM $CPB $AAPL $AMBQ $CHWY $SMR $GETY $CRM $TTD $HTO $SO @stonkmetal - $VER.ST @MMMTwealth - $LMND $ZETA $TEM $UPST fund letters and more" [X Link](https://x.com/joinyellowbrick/status/2014076820652503208) 2026-01-21T20:45Z 25.6K 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](https://x.com/joinyellowbrick/status/2014791305142915502) 2026-01-23T20:04Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 1): @GaliciaInvestor - $CSU.TO @ItsEricDing - $CEG @stockoholics - $HWM @snikhs2 - $NFLX @Atrium_Mining - $FCLI.V (update) @BidBird10 - $UUUU (update) @Fin_Eng_Net - $KVUE (merger overview) @laurenbalik - $APP (short)" [X Link](https://x.com/joinyellowbrick/status/2015856070363627592) 2026-01-26T18:35Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 3): @junkbondinvest - $OI (paid preview) @seedy19tron - $CRVS (short) @AboveAvgOdds - $ASTS @Miroslavtepnek1 - $LODE @ReturnsJourney - $3645.T (sold) @rebound_capital - $NFLX (pass) @Alex_Intel_ - $INTC (earnings)" [X Link](https://x.com/joinyellowbrick/status/2016240837504716919) 2026-01-27T20:04Z 25.5K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @KylerJohnson411 - $RYM.NZ (pass) @boonfund (holding updates) - $RWA.L $RNK.L @OutspokenGeek - $BE @stockoholics - $PVH $NVDA @OpenSquareCap (holding updates) - $OXY $PTON fund letters and more" [X Link](https://x.com/joinyellowbrick/status/2016971915630465470) 2026-01-29T20:29Z 25.5K 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) $SJJ.DE (pass)" [X Link](https://x.com/joinyellowbrick/status/2017327993639579653) 2026-01-30T20:04Z 25.6K followers, [----] engagements "$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](https://x.com/joinyellowbrick/status/2017705990720716947) 2026-01-31T21:06Z 25.5K followers, [----] engagements "Added [--] new stock write-ups to the site (pt final): @RockwoodNotes - $SNX @9onecapital - $VENUSREM.NS (earnings) @SFarringtonBKC (updates) - $SCHL $FUBO $KSS @rebound_capital (earnings) - $UNH $ISRG $LVMUY @Speedwell_LLC - $META (earnings) @petition - $LESL (earnings)" [X Link](https://x.com/joinyellowbrick/status/2018421475552755796) 2026-02-02T20:29Z 25.5K followers, [----] engagements "- Vertical SaaS - Research / data services $IT $FDS - Legal stuff $LZ $LAW $TRI $RELX - Content Marketing / Advertising $OMC $WPP $IPG - Call centers / IT $TEP $XNCX $TTEC $INFY - Video games (particularly the casual games) - Freelancing $FVRR $UPWK - Tutoring / learning $COUR $CHGG $DUOL - Translation services $RWS.L - Stock photos $GETY $SSTK - crypto (all that investor demand is being plowed into AI now) https://twitter.com/i/web/status/2018804721377525938 https://twitter.com/i/web/status/2018804721377525938" [X Link](https://x.com/joinyellowbrick/status/2018804721377525938) 2026-02-03T21:52Z 25.6K followers, 12.2K 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](https://x.com/joinyellowbrick/status/2019073474044535057) 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](https://x.com/joinyellowbrick/status/2019086043312709703) 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](https://x.com/joinyellowbrick/status/2019132810947133863) 2026-02-04T19:35Z 25.5K followers, [----] engagements "Added [--] new stock pitches to the site (pt 3): @RodrigoLezama7 (holdings updates) - $IDXG $MOJO $TGEN $HIMS $KLNG $FSI $BOSC $LVWD @dirtcheapbanks - $LRBI @thefinancialpen - $HMM-A.TO @dismissedeurope (watchlist) - $MTW $HOFT" [X Link](https://x.com/joinyellowbrick/status/2019146235630759995) 2026-02-04T20:29Z 25.6K 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](https://x.com/joinyellowbrick/status/2019871017405915377) 2026-02-06T20:29Z 25.6K 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](https://x.com/joinyellowbrick/status/2020152213184672192) 2026-02-07T15:06Z 25.6K 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](https://x.com/joinyellowbrick/status/2020256070686617884) 2026-02-07T21:59Z 25.6K followers, [---] engagements "Thatd be my bet as well. If I were making a long/short basket Id go long security long platforms long point solutions that agents will use directly (GitLab Datadog) short all other point solutions. Some of the point solutions probably survive by pivoting to providing solutions for agents (meh) or binding but probably a short as a basket. Stuff like the project management platforms analytics products etc should get bundled and commoditized imo https://twitter.com/i/web/status/2020322760380027052 https://twitter.com/i/web/status/2020322760380027052" [X Link](https://x.com/joinyellowbrick/status/2020322760380027052) 2026-02-08T02:24Z 25.5K followers, [--] engagements "A rare @KerrisdaleCap long pitch crossed the one-year mark recently. ACM Research $ACMR is up over 150% since Kerrisdale pitched it (more like 200% once Friday's price jump gets calculated)" [X Link](https://x.com/joinyellowbrick/status/2020542157581324288) 2026-02-08T16:56Z 25.6K followers, [----] engagements "Added [--] new stock write-ups to the site (pt 4): @BearCaveEmail - $DKNG (update - short) @boudnic24 (quick overviews) - $1111.SR $2190.SR @Picolinie - $FOUR @slocapital - $GDDY @karanshah137 - $SHARDACROP.NS @DRGinvests - $ERF.PA (earnings) @snikhs2 - $GOOGL (earnings)" [X Link](https://x.com/joinyellowbrick/status/2020958193749229712) 2026-02-09T20:29Z 25.6K 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](https://x.com/joinyellowbrick/status/2020961955251392595) 2026-02-09T20:44Z 25.6K 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](https://x.com/joinyellowbrick/status/2021298924951126242) 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](https://x.com/joinyellowbrick/status/2021305963525841281) 2026-02-10T19:31Z 25.5K 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](https://x.com/joinyellowbrick/status/2021546097693557112) 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](https://x.com/joinyellowbrick/status/2021615145147830693) 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](https://x.com/joinyellowbrick/status/2021624876050891165) 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](https://x.com/joinyellowbrick/status/2021668345242620389) 2026-02-11T19:31Z 25.6K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@joinyellowbrick Yellowbrick Investing
Yellowbrick 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.
Engagements: [------] #
- [--] Week [-------] +120%
- [--] Month [---------] +51%
- [--] Months [---------] +1.40%
- [--] Year [----------] +112%
Mentions: [---] #
- [--] Week [---] -24%
- [--] Month [---] -7.10%
- [--] Months [-----] +25%
- [--] Year [-----] +47%
Followers: [------] #
- [--] Week [------] +1.20%
- [--] Month [------] +2.70%
- [--] Months [------] +13%
- [--] Year [------] +34%
CreatorRank: [-------] #
Social Influence
Social category influence finance 100% stocks 75.25% cryptocurrencies #6850 technology brands 18.98% countries 1.69% fashion brands 1.69% automotive brands 1.69% financial services 1.36% social networks 1.36% luxury brands 1.02%
Social topic influence $evost #5, stocks 3.39%, fund 3.05%, $four #2, ai 3.05%, $nbis 2.71%, update 2.71%, $nflx #209, $inpstas #12, $adbe #231
Top accounts mentioned or mentioned by @blokeoak57182 @luxopesresearch @pernasresearch @sfarringtonbkc @stonkmetal @stockoholics @wolfofoakville @snikhs2 @unclestocknotes @longcastadviser @alc2022 @daviddiranko @dutchinvestors @longyield @nuggetcapital @karanshah137 @accruedint @pettycash @mattlindsay @atriummining
Top assets mentioned 4 (FOUR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Netflix Inc (NFLX) Adobe, Inc. (ADBE) Novo-Nordisk (NVO) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Uber Technologies, Inc. (UBER) Grab Holdings Limited Class A Ordinary Shares (GRAB) Rubrik, Inc. (RBRK) Metadium (META) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) Take-Two Interactive Software, Inc. (TTWO) Hims & Hers Health, Inc. (HIMS) Unity Software Inc. (U) Duolingo, Inc. (DUOL) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Nike Inc (NKE) Rocket Lab USA, Inc. Common Stock (RKLB) OMS Energy Technologies Inc. (OMSE) Crocs, Inc. (CROX) Robinhood Markets, Inc. (HOOD) Advanced Micro Devices (AMD) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Salesforce Inc (CRM) Iris Energy Limited (IREN) Floor & Decor Holdings, Inc. (FND) Copart, Inc. (CPRT) Auna S.A. (AUNA) Intel Corporation (INTC) Remitly Global, Inc. (RELY) Sable Offshore Corp. (SOC) UnitedHealth Group (UNH) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Molina Healthcare, Inc. (MOH) Amphenol Corporation (APH) Kinsale Capital Group, Inc. (KNSL) Spotify Technology (SPOT) Coldstack (CLS) Olin Corp. (OLN) Flywire Corporation (FLYW) DLocal Limited (DLO) Oracle Corporation (ORCL) Clearwater Paper Corporation (CLW) UiPath, Inc. (PATH) Microsoft Corp. (MSFT) Domino's Pizza Inc (DPZ) fuboTV Inc. (FUBO) WW International, Inc. Common Stock (WW) Block, Inc. (XYZ) Celsius Holdings, Inc. Common Stock (CELH) Tempus AI, Inc. (TEM)
Top Social Posts
Top posts by engagements in the last [--] hours
"@alluvialcapital @longcastadviser @wmthomson22 $WBA (short the bonds) - CrossingBridge Advisers (@shermancbfunds)"
X Link 2024-11-02T15:56Z 25.4K followers, [----] engagements
"@alluvialcapital @longcastadviser @wmthomson22 @shermancbfunds $7182.T - Artisan International"
X Link 2024-11-02T15:56Z 25.4K followers, [----] 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 - $0045.HK (need evidence of turnaround)"
X Link 2024-12-27T19:03Z 25.3K followers, [----] engagements
"$TRST (19%) $CNC $DXRX $ELIX $GAMA $NIOX $TRI $MTEC $FAN $APH $AOM $SKL $CPI $GETB (0.6%) https://x.com/MGinvestor/status/1874731550744412192 Finished FY24 +41%. Recap - been on & off in the UK markets since dotcom days but got serious around the GFC. Manage family & close friends accounts. Will probably discuss strategy in future posts like I used to in the past but honestly I get put off posting on here at times. https://t.co/p3Gyq9KcA0 https://x.com/MGinvestor/status/1874731550744412192 Finished FY24 +41%. Recap - been on & off in the UK markets since dotcom days but got serious around the"
X Link 2025-01-04T18:00Z 25.3K followers, [----] engagements
"Added [--] pitches to the site including (pt final): @Wubbebos (MX stock overviews) - $IPOAF $NEMAKA.MX $PINFRA *.MX $ORBIA *.MX $OMAB @SFarringtonBKC - $NICU.V @WolfOfOakville - $HITI.V (watchlist) @northeasternsvf - $LGCY $ICAD $POWW @QuipusCapital - $XP"
X Link 2025-02-04T19:32Z 25.3K followers, [----] engagements
"Added [--] new stock pitches to the website (pt 2): @ideahive - $IPCO.TO @LuxOpesResearch (overviews) - $UMG.AS $BVB.DE $WAGA.PA $COK.DE $MMT.PA $TUI1.DE $VRLA.PA $AFX.DE $1SXP.F $ENR.DE @SFarringtonBKC - $ESI.TO $STGO.TO @IcebergResear - $PGY (short)"
X Link 2025-02-14T18:31Z 25.4K followers, [----] engagements
"I added [--] new stock pitches to the website: @Fairlight_Cap - $ALLOG.PA $BOF @HFI_Research - $NSE.V @Govro12 - $BBD-B.TO @NWFCapital - $NET @ppinvest - $ITERA.OL @pernasresearch - $PSFE (added to position) @hcapinvesting - $VTY.L @EquityBrian - $0700.HK"
X Link 2025-03-06T19:03Z 25.3K followers, [----] engagements
"Added [--] pitches to site (pt 1): @DMetropolitan - $NANX @needforalpha - $EUROC.AT @pernasresearch - $BAER (more research) pass $CMG.TO / $MQ @AltCapx - $MAGN @SeekingWinners_ - $BRO (update) @DutchInvestors - $KNSL (overview) @Investing501 - $TSQ @LeahiCapital - $0900.HK"
X Link 2025-03-28T17:01Z 25.3K 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 25.4K 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 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @Jukanlosreve - $000660.KS (GS d/g) @pernasresearch - $FC (pass) $BUKS (more research) @chitchatstocks - $GRAB @japan_guru_x - $6330.T @OpenSquareCap - $NKE (overview) @Jave_t23 - $PINE.L"
X Link 2025-07-18T18:03Z 25.3K followers, [----] engagements
"Added [--] new write-ups to the site (pt 3): @DeepSailCapital - $PRPO (portfolio holding) @Stock_Opine - $EVO.ST (earnings) @LongYield - $NFLX (earnings) @rationalformula - $TBRD.V @P14Capital - $SEMR @The10xRadar - $DERM"
X Link 2025-07-22T19:04Z 25.3K followers, [----] 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 25.4K 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
"Some stocks that funds bought last Q and wrote up in their fund letters: $AR $BWY.L $FI $FTRE $GRDN $ROSE.L $ASIC $NWL.MI $SRC.L $GNRC $LNW $ARES $FORT.L $IQV $FCN $NE $SMIN.L $YOU $CHRD $MEDCL.PA $RES find them all on the site http://TRI.PA http://TGN.AX http://TRI.PA http://TGN.AX"
X Link 2025-08-02T15:56Z 25.4K followers, [----] engagements
"Added [--] new writeups to the site (pt final): @stock_logging - $247A.T @WolfOfOakville - $DBO.TO (earnings) @stonkmetal - $AFX.DE @IanCutress - $LSCC (earnings) @msvanda - $DMRC (short) @KyleAdamsStocks - $PPIH @adrewrogers - $DLO (earnings) fund letters and more"
X Link 2025-08-18T19:29Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @stonkmetal - $PLX.PA $EDEN.PA @NingiResearch - $GRND (short) @BlokeOak57182 - $IDHC.L @VidetteCapital - $PAYO @Investing501 - $CPHC @e_pap4 - $SDL.NZ @Pelicanwayre - $SUPX (short) @stpioc - $BYRN (overview)"
X Link 2025-09-11T18:31Z 25.4K 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 25.3K 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 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 25.4K 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 3): @dipinvest (holding updates) - $HP3A.DE $ORS.MI $SL.MI @realThomasNiel - $BUKS (update) @YetAnotherValue - $GECC @BobbyKKraft - $AUUA.V (overview) @riyadosofian - $ZETA @felix__archive - $ADBE @epsilontal - $ELAL.TA (update)"
X Link 2025-10-13T19:04Z 25.3K 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 25.3K 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 25.4K 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 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 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 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 2): @Guyquity - $WAVE @boyer_jeremie - $ECH @OilandGasInvest - $NGC.V @topsecretstocks - $RIVN (update) $TE @rebound_capital - $P911.DE (hold) @Petty__Cash - $VMD (earnings) @Invesquotes - $STVN (earnings)"
X Link 2025-11-12T19:31Z 25.3K 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 (pt 3): @TenvaCapital - $CEL.AX @valuedontlie - $DOLE @QuestforYield - $INS.DE @cedargrovecm (earnings) - $OSW $CPRI $WW @snikhs2 (earnings) - $TOST $MELI $AXON @mvcinvesting (earnings) - $RKLB $PGY @Invesquotes - $FOUR (earnings)"
X Link 2025-11-13T20:04Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @R2Discovery - $4C.ST @TheParadoxIntel - $9992.HK (short) @P14Capital - $GXO (earnings) @pernasresearch (pass on all) - $RKT $EPEN.ST $STEM @WolfOfOakville - $KITS.TO (earnings) @stonkmetal - $EDEN.PA (earnings)"
X Link 2025-11-14T20:04Z 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 2): @inwoodcapital - $DBX (short) @cupofcoffeecap - $ROMJ.V @stonkmetal - $INPST.AS @boudnic24 - $ATRL.TO @WolfOfOakville - $BRM.V (earnings)"
X Link 2025-11-24T19:31Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @InverseMax - $SPCB @ClarkinM - $GDEN (special sit) @stockoholics - $ENTG @BearCaveEmail - $SRAD (short) @bobspaysubstack - $XYZ (update) VIC fund letters and more"
X Link 2025-11-24T20:04Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @realLigerCub (Catalyst Watch) - $FATN $SPCB $SMXT $JSDA.CN $CWL.TO $ZEFI.NE $SUUN $CRTD $CHUC $AMMX $CVU $CBLU.V $BRM.V $PODC $KDOZ.V @gonzanwl - $CCLD @valuecroc - $CCCX @stockoholics - $TEM (overview)"
X Link 2025-11-26T19:16Z 25.3K 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 25.6K 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 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 write-ups to the site (pt 1): @NishantChandra2 - $LNG $VG $NEXT $EQNR @MMMTwealth - $PATH @thegresearch - $TOU.TO @boonfund - $SCE.L @100baggerhunt - $WISE.L (overview) @karanshah137 - $BSOFT.NS (earnings) @TMoodyInvest - $CRMT (earnings)"
X Link 2025-12-10T19:03Z 25.3K 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 25.3K followers, [----] engagements
"Added [--] new stock pitches to the site (pt 1): @carlosag_92 (more research needed) - $4MS.WA $ALFPC.PA $EVO.ST @Compoundandfire - $KPG.AX @FuzzyPandaShort - $NUAI (short) @EquityBrian - $RACE (update)"
X Link 2025-12-16T19:03Z 25.3K 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
"Anyone look at Cooper Companies $COO Diamond Hill added it last Q but haven't seen any recent pitches. Multiple insiders buying lowest EV/EBITDA since [----] (except for COVID) increased repurchase program started strategic review raised FCF target https://x.com/CEOStockWatcher/status/2001367311320576353s=20 Cooper Companies $COO insiders are buying again even after the 15% run-up https://t.co/LrBKh055MB https://x.com/CEOStockWatcher/status/2001367311320576353s=20 Cooper Companies $COO insiders are buying again even after the 15% run-up https://t.co/LrBKh055MB"
X Link 2025-12-18T16:56Z 25.3K 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): @invertiramateur - $MELI @BearCaveEmail - $SERV (short) @realroseceline - $GPN @YetAnotherValue - $LWAY (special sit overview) @Agrippa_Inv - $IREN (update) @wisemancap (analysts) - $META $MU $UBER"
X Link 2025-12-22T21:25Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @IdeaBrunchEmail (with Quercus Fund) - $HSBK.L $2198.HK $BAK (bonds) @snapcallcapital - $PDEX @MrSchmidt20 - $VTY.L @The_Simple_Side - $AMAT (overview) @nvariantcapital - $PYPL (overview)"
X Link 2025-12-26T19:03Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @everyonehatesp1 (orders/awards) - $TPL $KULR $VIR $SLNG $CAMP @CDNValueInvestr - $NFI.TO $POWW (update) $CROX @BlokeOak57182 - $KAV.L @MrMojoRisinX - $GTM (CEO comp overview)"
X Link 2025-12-26T20:04Z 25.3K 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
"@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
"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
"@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 25.3K followers, [---] 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 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 3): @AutumnCapital (holding updates) - $FTAI $FOUR $IWG.L @__MattLindsay (watchlist) - $DII-B.TO $RGS @SocietySour - $OXE.ST @hatedmoats - $MBR.WA @stonkmetal - $CLBT @carlosag_92 - $APR.WA $BME.L"
X Link 2026-01-06T22:01Z 25.3K followers, [----] engagements
"Voss Capital adds to their Flywire $FLYW and PAR Technology $PAR positions Related: Having to file a Form [--] also means Voss is a 10% Owner in both of these companies. Their fund growth has been awesome"
X Link 2026-01-08T13:01Z 25.4K followers, [----] engagements
"$BSL.AX New trade idea - $BSL.AX. Not a huge amount of $$ to be made but I think v high likelihood of overbid in the +10% context. To be clear per below I don't think $SGH.AX should be doing this - but I think they will. Then BoD will be forced whether to engage on something like New trade idea - $BSL.AX. Not a huge amount of $$ to be made but I think v high likelihood of overbid in the +10% context. To be clear per below I don't think $SGH.AX should be doing this - but I think they will. Then BoD will be forced whether to engage on something like"
X Link 2026-01-09T02:19Z 25.3K 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 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 final): @AlphaTalon2025 - $MRNA $SRPT $6160.HK $VKTX $PFE $NVO @stockoholics - $XPO @LDiscernment - $LOGC @jaycurrie - $BHS.V (update) @Unclestocknotes - $ONDS (overview) fund letters and more"
X Link 2026-01-15T20:04Z 25.3K followers, [----] engagements
"$RENT short https://t.co/rP0KDQqy0j https://t.co/rP0KDQqy0j"
X Link 2026-01-19T11:34Z 25.3K followers, [----] engagements
"I added [--] new stock write-ups to the site (pt final): @snikhs2 - $TSM (earnings) $PSTG @SCapStrategist - $PSTG @stockoholics - $BSX @JPSInvestments - $NCMI (overview) @LongYield - $JPM (earnings) VIC fund letters and more"
X Link 2026-01-19T20:53Z 25.3K 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
"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
"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
"Top-tier company name"
X Link 2026-01-25T17:55Z 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @ChrisDeMuthJr - $SATS @CDNValueInvestr - $AEP.V @valuecroc - $NUAI @colubeatid - $TIC @jupiters_string - $MIGI (overview) @Unclestocknotes - $ONDS (update) @bourseko - $NFLX (earnings) @SCapStrategist - $SFQ.DE (overview)"
X Link 2026-01-26T19:03Z 25.3K 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 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @WhiteFalconCap (holding updates) - $AMD $NFI.TO $NU $EPAM $HUN @interestingstox - $OLN @justfactstruth - $AEVA @NestBetter - $PRL.TO @RaasGroup - $SHG.AX (update) fund letters and more"
X Link 2026-01-26T20:29Z 25.3K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @realLigerCub (Catalyst Watch) - $SPCB $OTH $MKTW $JUMP.V $CTEK.V $SWAG $DPF.V $IINN $PODC $ECOM.V $CEMX.TO $OESX @mining_charts - $MOO.V @ArneUlland - $NOVO-B.CO @stonkmetal - $VU.PA (overview)"
X Link 2026-01-28T20:04Z 25.3K followers, [----] engagements
"There are investors down 15% today who legitimately think their last few years of outperformance were skill"
X Link 2026-01-29T16:15Z 25.3K followers, 78.9K 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 25.4K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @sprucepointcap - $REZI (short) @InflexioSearch - $OGD.TO @alc2022 - $XMTR (watchlist) @calvinfroedge - $SPOT.V @Atrium_Mining - $RIO.TO (increased price target) @DutchInvestors - $MC.PA (earnings)"
X Link 2026-01-29T20:04Z 25.4K followers, [----] engagements
"Any of the most popular stocks in the hot themes: $RR $UUUU $JOBY $LEU $HYMC $MOBS $SATS $RKLB etc. Or in the past: $HOOD $PLTR $TSLA $HIMS $CVNA etc. No problem at all with people owning those stocks (I've owned a handful at various times) it's just that they are basically leveraged beta themselves and all correlated and then people will have their entire portfolio of just these stocks (plus be using margin and options) and not realize they are basically just making one big leveraged beta bet. They think they are super genius idiosyncratic stock pickers. I do also think some investors are"
X Link 2026-01-30T03:35Z 25.3K 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 write-ups to the site (pt final): @AKWilk (fund letter) - $DR.TO $NRP $KITS.TO $FOUR $APG @ScolopaxCapital - $CPKR.TO @negligible_cap - $VSCO (short) @__MattLindsay (watchlist) - $IOR $BRSL @WolfOfOakville - $TMG.V (u/g) @BlokeOak57182 - $ATM.L (update)"
X Link 2026-01-30T20:29Z 25.3K followers, [----] engagements
"@longcastadviser 2) Cedar Creek Partners @eriksen_tim bought EXCO Resources $EXCE"
X Link 2026-01-31T18:01Z 25.4K followers, [---] engagements
"@longcastadviser @eriksen_tim 3) Greystone Capital @AKWilk is trying to call the bottom on Shift4 $FOUR"
X Link 2026-01-31T18:01Z 25.4K followers, [---] engagements
"@longcastadviser @eriksen_tim @AKWilk 4) Greenlight Capital re-acquired Global Payments $GPN"
X Link 2026-01-31T18:01Z 25.4K 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
"You guys are idiots but I don't fight idiots. Stopped out for now. $U"
X Link 2026-02-03T14:41Z 25.4K 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
"@orrdavid Dont you even have an audited report on your site from a couple years ago"
X Link 2026-02-04T13:19Z 25.3K followers, [---] engagements
"Im not currently short $TTWO just because Im worried about a positive PR about GTA VI coming out at some point and causing a big pop"
X Link 2026-02-04T13:42Z 25.3K 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
"Added [--] new stock pitches to the site (pt final): @hughieforbes (liquidation watchlist) - $ZDPY $WBQNL $HVPE.L $FED.CO $SHO $WKP.L $WSR $ARS.L $GRIO.L @AmatuerCapital - $MXO.AX @ElGatoPartners - $PURR @HiddenValueGems - $HSP.L fund letters and more"
X Link 2026-02-04T20:51Z 25.3K followers, [----] engagements
"Just like all the crypto workers are leaving for AI companies so too are the crypto investors leaving for AI (and miners apparently). Crypto might legitimately be dead. Life update - I'm joining @Cognition One goal: end-to-end software agents that ship production code. Cognition covers the entire development lifecycle. I'll be working with @DevinAI and @windsurf focused on education growth awareness and developer experience. Life update - I'm joining @Cognition One goal: end-to-end software agents that ship production code. Cognition covers the entire development lifecycle. I'll be working"
X Link 2026-02-05T18:33Z 25.3K 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
"@ShmuelLon it might be red by lunch tomorrow"
X Link 2026-02-05T22:49Z 25.3K 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 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
"@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
"My #1 takeaway from years of working in Silicon Valley is that vertical SaaS fucking sucks. It's a ZIRP phenomenon in which all the value accrued to the founders/investors while the products extracted ZIRP dollars from well-funded startups by charging 10x too much. Slack had 100+ customers paying $1M+ per year for a basic chat product. Every single one of those companies could've rolled their own for significantly less but it didn't make sense when dollars were cheap and good engineers were hard to get. But not only is your company paying for chat but also for documentation org chart email HR"
X Link 2026-02-07T16:56Z 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
"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
"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
"Greystone Capital @AKWilk is up 160% on Bel Fuse $BELFB since writing it up in their Q4 [----] letter"
X Link 2026-02-08T19:03Z 25.6K 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 25.6K followers, [----] engagements
"This is basically my stance on SaaS just made significantly more eloquently than I could because Pernas is much smarter than I. The AI threat to application SaaS is legit. I also happen to believe that their pricing model was a ZIRP phenomenon and the margins were going to be competed down at some point even without AI. https://t.co/YlbNtRe2Vl https://t.co/YlbNtRe2Vl"
X Link 2026-02-12T21:11Z 25.6K followers, 79.6K 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 [--] 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 [--] pitches to the website including: @SebKrog - [--] quick dives: $KEQU $QEPC $AIRI $VOXX $CULP @stonkmetal - $NSSC @PrivateBrief - $HOG (neutral) @KrokerEquity - quick dives into $8035.T $KYCCF $3064.T @seacapital_afl - $CHCI @WolfOfOakville - $DRX.TO $TGH.V"
X Link 2024-09-16T18:03Z 25.6K followers, 10.2K engagements
"@DeepSailCapital @hkuppy $8069.TWO by Baron Emerging Markets Fund"
X Link 2024-10-26T15:56Z 25.5K followers, [----] engagements
"@alluvialcapital @longcastadviser $KITW.L - Minotaur Capital"
X Link 2024-11-02T15:56Z 25.5K 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 25.6K 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
"Added [--] new stock write-ups to the site (pt 1): @DutchInvestors (quick overviews) - $MBR.WA $HFG.L $KNEBV.HE @investor321123 - $SEZL @rationalformula - $BURCA @stwboerse - $TDOC @nowallaby9822 - $FORD @KrokerEquity - $FAE.MC (overview) @k_ristovski - $CARD.L"
X Link 2025-07-01T18:04Z 25.6K 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 25.5K followers, [----] engagements
"Added [--] new write-ups (pt 2): @ragingbullcap - $MPCT-UN.TO @jaycurrie - $KGC.V @Szew_invest (3 ecom buys) - $ZAL.DE $WEW.F $DHER.DE @ResGloStocks - $UNH @ritmus_sk - $1086.HK @IdeaBrunchEmail (with Japan Guru) - $6794.T $2003.T @Quality_stocksA - $MC.PA (overview)"
X Link 2025-07-10T19:04Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the website (pt final): @boudnic24 - $CNNE @AlphaArkInvest - $UEC @nowallaby9822 - $AEP.V @ditlevfriis - $SU.PA @hntrbrkmedia - $JOBY (exclusive report) @KylerJohnson411 - $SWK @ASB_Partners - $FPH (holding update) @AltayCapital - $6360.T"
X Link 2025-07-15T19:29Z 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): @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 25.6K 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 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @BlokeOak57182 - $CAML.L $DEC (update) @accrued_int - $APP (update) @wallstengine (analyst) - $AMZN @taobanker - $NRP @rebound_capital - $GOOG @GaliciaInvestor - $NTDOY @wisemancap (analyst) - $GTLB"
X Link 2025-09-15T19:14Z 25.5K 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 25.5K 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 25.6K 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 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @OSA_Rochester (holding updates) - $GLW $MODG @BlokeOak57182 - $DEC $SVM @sungcapital - $GETY (merger arb) @BearCaveEmail - $BETCO.ST (short) @TawastK - $BEC.MI (overview) @Fierce__beast - $UDMY (short)"
X Link 2025-10-20T19:04Z 25.6K 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 25.5K 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 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 pitches to the site (pt final): @SixSigmaCapital - $AMKR @skewangles - $BAS.DE @LongYield - $UNH (overview) @NestBetter - $LODE @GlassH_Research - $DCO (short) @StockMarketNerd - $PYPL (earnings) @dcurras1 - $CDNS (earnings) @slocapital - $CMCSA (overview)"
X Link 2025-11-01T16:26Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (quick overviews) - $PLX.PA $UMG.AS $STLAM.MI $XFAB.PA $TFI.PA $DSFIR.AS $NK.PA $ARGX $G24.DE $PUIG.MC $CASH.MC $SGO.PA $AL2SI.PA $WPP.L $AIXA.DE @ClarkSquareCap - $VRA @AnotherBio - $VELO"
X Link 2025-11-04T19:03Z 25.5K 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 25.6K 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 2): @LuxOpesResearch (quick overviews) - $GTT.PA $VCT.PA $ALLFG.AS $SCR.PA $ADTN $PSG.MC $FME.DE @MattJMcClintock (updates) - $NKE $DKS @The_PennyQueen - $PAT.L @memyselfandi006 - $WISE.L @PortLouis_ - $NBIS"
X Link 2025-11-10T19:31Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups (pt 4): @LuxOpesResearch (quick overviews) - $IFX.DE $BAYN.DE $KTA.DE $MUV2.DE $SLHN.SW $FACC.VI $BNR.DE $PAT.DE $SAX.DE $SFQ.DE $FII.PA @sprucepointcap - $IPX (short) @SFarringtonBKC - $CCOI @BlokeOak57182 - $SBRE.L $PTAL.L"
X Link 2025-11-17T20:04Z 25.6K 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
"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 25.6K followers, [----] engagements
"What kind of business is this lol $OMSE"
X Link 2025-11-27T17:17Z 25.6K 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 (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 25.6K 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
"Sell $CAS.TO (for +40%) buy $CLW @joinyellowbrick Out of this bad boy on to $CLW with a similar view. Think downside is more than priced in the BS is derisked today EV below the Augusta mill acquisition alone. Incremental improvements lead to serious operational opportunities. @joinyellowbrick Out of this bad boy on to $CLW with a similar view. Think downside is more than priced in the BS is derisked today EV below the Augusta mill acquisition alone. Incremental improvements lead to serious operational opportunities"
X Link 2025-12-09T22:49Z 25.6K 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 2): @NuggetCapital - $LINE $NOMD $BCE $HR-UN.TO @alc2022 - $PATH @AltayCapital - $6396.T @stockoholics - $MRK @Unclestocknotes - $CRDO (earnings) @JRI_Podcast - $TOC.CN (update)"
X Link 2025-12-12T19:31Z 25.6K followers, [----] engagements
"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 25.5K 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 25.5K 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_ - $VUZI"
X Link 2025-12-23T20:04Z 25.5K followers, [----] engagements
"$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
"@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 @HugoNavarroPer2 @jupiters_string 8) SmartRent $SMRT by grizzlybear"
X Link 2025-12-30T20:29Z 25.5K followers, [---] engagements
"@pernasresearch @burningbushcap @TiehackCapital @RodrigoLezama7 @HugoNavarroPer2 @jupiters_string 9) Unilever Indonesia $UNVR.JK by @CayucosCapital"
X Link 2025-12-30T20:29Z 25.5K 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
"Added [--] new stock write-ups to the site (pt 4): @AmsterdamStocks - $BERNER-B.ST @mvcinvesting - $OMDA @capytalmgmt - $GMS.L @AlphaTalon2025 - $PFE @BastianelliLore - $RKLB (update) @topsecretstocks - $EOSE (pass)"
X Link 2026-01-05T20:59Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 2): @JNap5C - $STTK $RZLT $IVVD $PALI $OVID $KLRS @BlokeOak57182 - $HTG.L $BSIF.L @Sleepysolcap - $ADBE (overview) @nvariantcapital - $XYF @jarrattdavis - $ACCB.BR"
X Link 2026-01-06T21:42Z 25.6K 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 3): @Szew_invest (holding updates) - $IPO.L $EUK3.F $CWC.DE $TRN.L $GROW.L $PHH2.F $GPP.WA $IPS.PA $YOU.L $INPST.AS $ANGI @boudnic24 - $4755.T $HON $BA @garpandChill - $III.L @han_seoul_ohno - $GRCE"
X Link 2026-01-08T20:29Z 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 - $MNR fund letters and more"
X Link 2026-01-12T20:29Z 25.6K followers, [----] engagements
"$NWL short I am short some $NWL with a pt [---]. This is a lower conviction idea since there is no clear explanation as to why the business is struggling. Maybe there is some disruption of Schools buying less stuff because everyone is doing a lot more digital stuff: Writing (Sharpie/Paper I am short some $NWL with a pt [---]. This is a lower conviction idea since there is no clear explanation as to why the business is struggling. Maybe there is some disruption of Schools buying less stuff because everyone is doing a lot more digital stuff: Writing (Sharpie/Paper"
X Link 2026-01-14T11:10Z 25.6K 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): @undrvalue - $CRTO $SM $CPB $AAPL $AMBQ $CHWY $SMR $GETY $CRM $TTD $HTO $SO @stonkmetal - $VER.ST @MMMTwealth - $LMND $ZETA $TEM $UPST fund letters and more"
X Link 2026-01-21T20:45Z 25.6K 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 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 1): @GaliciaInvestor - $CSU.TO @ItsEricDing - $CEG @stockoholics - $HWM @snikhs2 - $NFLX @Atrium_Mining - $FCLI.V (update) @BidBird10 - $UUUU (update) @Fin_Eng_Net - $KVUE (merger overview) @laurenbalik - $APP (short)"
X Link 2026-01-26T18:35Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 3): @junkbondinvest - $OI (paid preview) @seedy19tron - $CRVS (short) @AboveAvgOdds - $ASTS @Miroslavtepnek1 - $LODE @ReturnsJourney - $3645.T (sold) @rebound_capital - $NFLX (pass) @Alex_Intel_ - $INTC (earnings)"
X Link 2026-01-27T20:04Z 25.5K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt final): @KylerJohnson411 - $RYM.NZ (pass) @boonfund (holding updates) - $RWA.L $RNK.L @OutspokenGeek - $BE @stockoholics - $PVH $NVDA @OpenSquareCap (holding updates) - $OXY $PTON fund letters and more"
X Link 2026-01-29T20:29Z 25.5K 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) $SJJ.DE (pass)"
X Link 2026-01-30T20:04Z 25.6K followers, [----] engagements
"$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
"Added [--] new stock write-ups to the site (pt final): @RockwoodNotes - $SNX @9onecapital - $VENUSREM.NS (earnings) @SFarringtonBKC (updates) - $SCHL $FUBO $KSS @rebound_capital (earnings) - $UNH $ISRG $LVMUY @Speedwell_LLC - $META (earnings) @petition - $LESL (earnings)"
X Link 2026-02-02T20:29Z 25.5K followers, [----] engagements
"- Vertical SaaS - Research / data services $IT $FDS - Legal stuff $LZ $LAW $TRI $RELX - Content Marketing / Advertising $OMC $WPP $IPG - Call centers / IT $TEP $XNCX $TTEC $INFY - Video games (particularly the casual games) - Freelancing $FVRR $UPWK - Tutoring / learning $COUR $CHGG $DUOL - Translation services $RWS.L - Stock photos $GETY $SSTK - crypto (all that investor demand is being plowed into AI now) https://twitter.com/i/web/status/2018804721377525938 https://twitter.com/i/web/status/2018804721377525938"
X Link 2026-02-03T21:52Z 25.6K followers, 12.2K 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 25.5K followers, [----] engagements
"Added [--] new stock pitches to the site (pt 3): @RodrigoLezama7 (holdings updates) - $IDXG $MOJO $TGEN $HIMS $KLNG $FSI $BOSC $LVWD @dirtcheapbanks - $LRBI @thefinancialpen - $HMM-A.TO @dismissedeurope (watchlist) - $MTW $HOFT"
X Link 2026-02-04T20:29Z 25.6K 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 25.6K 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
"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
"Thatd be my bet as well. If I were making a long/short basket Id go long security long platforms long point solutions that agents will use directly (GitLab Datadog) short all other point solutions. Some of the point solutions probably survive by pivoting to providing solutions for agents (meh) or binding but probably a short as a basket. Stuff like the project management platforms analytics products etc should get bundled and commoditized imo https://twitter.com/i/web/status/2020322760380027052 https://twitter.com/i/web/status/2020322760380027052"
X Link 2026-02-08T02:24Z 25.5K followers, [--] engagements
"A rare @KerrisdaleCap long pitch crossed the one-year mark recently. ACM Research $ACMR is up over 150% since Kerrisdale pitched it (more like 200% once Friday's price jump gets calculated)"
X Link 2026-02-08T16:56Z 25.6K followers, [----] engagements
"Added [--] new stock write-ups to the site (pt 4): @BearCaveEmail - $DKNG (update - short) @boudnic24 (quick overviews) - $1111.SR $2190.SR @Picolinie - $FOUR @slocapital - $GDDY @karanshah137 - $SHARDACROP.NS @DRGinvests - $ERF.PA (earnings) @snikhs2 - $GOOGL (earnings)"
X Link 2026-02-09T20:29Z 25.6K 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 25.6K 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
"@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
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