YB new stock pitches (Fri, Jun 27)

Author

Connor Van Ooyen
June 27, 2025

Hello!

I’ve just added 44 new pitches to the website.

As always, you can visit the website to see all of the stock pitches and search/filter them at https://www.joinyellowbrick.com (if you are a premium member, make sure to login so you get the most recent pitches).

Thanks for reading!

Connor (founder of Yellowbrick and CEO Watcher)

P.S. - if you want a condensed, links-only view of the stock pitches for faster browsing, you can find it at https://www.joinyellowbrick.com/links

YB PORTFOLIO

The YB Tracking Portfolio holds ~30 stocks that were pitched by the best performing investors out of the 2,000+ investors that Yellowbrick tracks. All new trades are shared with Premium subscribers in this email and Premium subs can see the current holdings here.

Last 1y returns

WINNING PITCH

Almost 200% returns in 7 months.

This Immunoprecise Antibodies (IPA) pitch is up almost 200% in just 7 months after it was pitched by @scocap7 in November (link). They also just tweeted today that they still own it and believe it is cheap (link).

If you aren’t using https://www.joinyellowbrick.com, you are missing out on tons of killer stock pitches! Hint: check out the Elite Investor Feeds.

HIGHLIGHTED PITCHES (FREE)

Author Returns

The below stock pitch is from @ToffCap.

Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.

TWITTER - @ToffCap

NUVB: Heavy Insider Buying and Street Targets Signal Major Rebound Potential

Nuvation Bio Inc., a clinical-stage biopharmaceutical company, focuses on developing therapeutic candidates for oncology.

Ticker: NUVB | Price: $1.96 | Price Target: $7.84 (+300%)
Market Cap: $670M | Timeframe: N/A

🧪 Biopharma | 💸 Insider Buying | 📈 Bullish Idea

Nuvation Bio Inc. (NUVB) has seen notable insider buying activity on the open market, indicating potential movement ahead. Despite the company's share price and cash reserves declining, the acquisition of AnHeart last year prompted a significant stock price surge. It's anticipated that revenues will materialize shortly, and the sell-side has recently raised its target price, suggesting an impressive +300% upside.

Read the full article here. Read time: 1 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/119172/?ref=PLACEHOLDER

Author Returns

The below stock pitch is from slo capital.

Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.

BLOG POST - slo capital

Molson Coors Beverage Company - $TAP

Molson Coors Beverage Company manufactures, markets, and sells beer and other malt beverage products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers flavored malt beverages including hard seltzers, craft, spirits, and ready to drink beverages.

Ticker: TAP | Price: $47.54 | Price Target: N/A
Market Cap: $9.13B | Timeframe: N/A

🍺 Beer | 💰 4% Dividend | 📈 Bullish Idea

Molson Coors (TAP) trades at a $9.8B market cap but conservatively holds $16B in breakup value, with intangibles ($12.2B), goodwill ($5.6B), and PP&E ($4.5B) on its balance sheet. Coors Light alone is valued at $3.3B and would fetch $8-9B at 8-10x EBITDA in a sale, nearly covering the entire market cap before accounting for Miller Lite and Blue Moon. The company enjoys a moat through shelf space dominance, national logistics scale, and brand loyalty, with Coors Light and Miller Lite retaining over 80% of share gains post-Bud Light controversy. Management is executing a successful Acceleration Plan focused on premiumization and cost discipline, reducing net debt/EBITDA to 2.1x while maintaining a 3.9% growing dividend with a 35% payout ratio. TAP generates $1.24B in 2024 FCF (12%+ yield), trades at 8x FCF (peers at 15-18x), and has an EV of $15.6B. Key risks include flat beer consumption, input costs (aluminum, malt), and execution challenges in beyond-beer categories, though the company's pricing power and hedging program provide mitigation.

Read the full article here. Read time: 2 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/119186/?ref=PLACEHOLDER

Author Returns

The below stock pitch is from @investor321123.

Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.

TWITTER - @investor321123

Green Brick Partners, Inc. Investment Thesis

Green Brick Partners, Inc (NYSE: GRBK), the third largest homebuilder in Dallas-Fort Worth, is a diversified homebuilding and land development company that operates in Texas, Georgia, and Florida.

Ticker: GRBK | Price: $64.25 | Price Target: 40% IRR
Market Cap: $2.8B | Timeframe: 2029

🏡 Homebuilder | 📈 Bullish Idea

Green Brick Partners ($GRBK) is a homebuilder with structural advantages that contradict industry consensus by buying and holding raw land, conducting in-house development, and leveraging Texas-specific public financing to recover over 70% of development costs. This strategy delivers superior 34% gross margins compared to the peer average of ~25%, with the gap continuing to widen. GRBK avoids competitive land auctions, maintaining a 10-year lot supply that supports over 25% units CAGR and expanding margins, driving a projected ~40% IRR through 2029. Despite delivering a 34% annualized total shareholder return since 2019 and maintaining one of the industry's lowest leverage profiles, GRBK trades at just 7x P/E, significantly undervalued compared to premium-multiple land-light builders like NVR.

Read the full article here. Read time: 25 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/119212/?ref=PLACEHOLDER

Find all of the stock pitches on https://joinyellowbrick.com (30-day delay for free subscribers).

Unlock all stock pitches (plus historic author returns and Elite Investor Feeds) by upgrading to Yellowbrick Premium.

THE REST OF THE PITCHES

To get access to all of the stock pitches, upgrade to Yellowbrick Road Premium. If part of your job is idea generation (either for your personal account or a fund), it’s a no-brainer.

🎁 REFERRAL PROGRAM 🎁

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

Premium members have access to these awards here.

THAT’S ALL FOLKS

Thank you so much for reading today’s email! Your support is the only way I can write this email for free every day.

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Connor

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