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YB new stock pitches (Fri, Oct 3)
Connor Van Ooyen
October 03, 2025
Hello!
The Yellowbrick Portfolio has just crossed 40% returns since starting in May 2024. Not bad for just copying stock ideas from the best free investment write-ups using no leverage, no options, and equally weighted position sizes across 30+ stocks from multiple different countries.
I’ve added 62 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
New Trade Alert!
We just made a new trade in the YB Premium Portfolio.
The new stock is…
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Returns
Started May 2024
WINNING PITCH
+350% returns in 2 months
In honor of all the big biotech wins recently, shoutout to MrStingy from VIC, who is up almost 350% in two months (link) on PepGen (PEPG) after good results came out a couple of weeks ago.
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 The Micro-Capo.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - The Micro-Capo
The Micro-Capo | September Portfolio Update - Koil Energy Solutions, Inc.
Koil Energy Solutions, Inc., an energy services company, provides equipment and support services to the energy and offshore industries.
Ticker: KLNG | Price: $2.19 | Price Target: N/A
Market Cap: $26.5M | Timeframe: N/A
🏭 Offshore Sea Equipment Manufacturer | 📈 Bullish Idea
$KLNG – Koil Energy Solutions Inc.: I was already back in after trimming, and after relistening to the latest earnings call, I added a bit more; the call was very bullish—strong revenue growth, a healthy backlog, and positive momentum in subsea energy projects—and with a solid chart, it felt right. It’s now my second-largest holding at 5.91%.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/123496/?ref=PLACEHOLDER
Author Returns
The below stock pitch is from Trident Opportunities.
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BLOG POST - Trident Opportunities
Trident Opportunities | Portfolioupdate Q3 - 2025 - +16.7% - IRIDEX Corporation
IRIDEX Corporation, an ophthalmic medical technology company, provides therapeutic based laser systems, delivery devices, and consumable instrumentation to treat sight-threatening eye diseases in ophthalmology.
Ticker: IRIX | Price: $1.20 | Price Target: N/A
Market Cap: $20M | Timeframe: N/A
🩺 Medical Devices | 📈 Bullish Idea
IRIDEX Corporation (IRIX) is a medical device company with a razor-blade business model currently undergoing a turnaround, with Q2 adjusted EBITDA barely positive due to probe supply issues that impacted their treatment capabilities. The author estimates that without these supply problems, the company would have reported approximately $0.4-0.5 million in positive adjusted EBITDA, which would have been viewed more favorably by the market as evidence of being on track. The company has resumed shipping against their backlog in Q3, leading to expectations of an uptick in adjusted EBITDA in the next quarter, suggesting the supply issues were temporary and the turnaround remains intact.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/123532/?ref=PLACEHOLDER
Author Returns
The below stock pitch is from SharpeStack.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - SharpeStack
Investment Memo: Missile Proliferation - NewMarket Corporation
NewMarket Corporation, through its subsidiaries, primarily engages in the manufacture and sale of petroleum additives.
Ticker: NEU | Price: $848.82 | Price Target: N/A
Market Cap: $7.95B | Timeframe: N/A
🧪 AP1 Supplier | 💰 1.30% Dividend | 📈 Bullish Idea
NewMarket Corporation (NEU) acquired American Pacific Corporation (AMPAC) in January 2024, making it one of only two DoD-approved domestic suppliers of ammonium perchlorate grade 1 (AP1), a critical oxidizer component used in solid rocket propellants for 16 DoD weapons systems. AMPAC was historically the sole DoD-approved domestic supplier until 2021 when Northrop Grumman's laboratory was qualified as an additional supplier due to shortages from the Ukraine war. In June 2025, NewMarket announced a $100 million investment to expand AMPAC's AP1 production capacity by adding one production line, with completion expected in 2026, signaling management's confidence in the positive demand outlook for defense and aerospace markets.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/123547/?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 🎁
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THAT’S ALL FOLKS
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Connor
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