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- YB new stock pitches (Fri, Oct 9)
YB new stock pitches (Fri, Oct 9)
Connor Van Ooyen
October 09, 2026
ANNOUNCEMENT
With the launch of Yellowbrick 2.0, this is the last of these daily emails. You can continue receiving a daily email by signing in at joinyellowbrick.com.
The new YB 2.0 website allows you to create a curated daily email that you will receive at 6am ET each morning with the stock pitches you are interested in. Learn how to set that up here.
Premium subs also now have API access, so you can set up your own workflow. The docs for that are here.
And, of course, all of the stock pitches are always available on the website.
Hello!
I added 102 new stock write-ups to the website (joinyellowbrick.com).
10 new Elite Investor Pitches were added today, which I shared with Premium subs in the Elite Investor Pitches section.
I also highlighted a few other interesting pitches in the Interesting Pitches section for Yellowbrick Premium subs.
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
HIGHLIGHTED PITCHES (FREE)
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from @CreditCapi.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
TWITTER - @CreditCapi
We are short $SBUX
Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of coffee internationally.
Ticker: SBUX | Price: $93.21 | Price Target: $70.76 (-25%)
Market Cap: $106bb | Timeframe: N/A
☕️ Coffee | 📉 Short Idea
Starbucks is a short with a weighted price target of $70.76, a projected 27% NTM IRR and 2.8x risk/reward. First, after 627 North American company-operated store closures in Q4 2025, same-store sales growth accelerated from 1.0% to 7.9%; analysis attributes roughly 483 bps to customer transfers, a tailwind expected to end after this quarter, partly offset by 181 bps from the FY2026 closure cohort. Second, emerging competitors are expanding into Starbucks’ core markets: 73% of planned stores examined are within one mile of a Starbucks, and comparable openings have been associated with 8-10% traffic declines. Third, the more service-intensive model requires higher staffing: employees per store recovered from 19.8 in FY2024 to 21.3 in FY2025, but are modeled to reach 24.0 by FY2027, leaving FY2027 EBIT margins 263 bps below consensus. Using FY2028 EBITDA multiples of 18.5x/18.5x/20.0x, bear/base/bull targets are $48.48/$73.39/$113.95. - link
Read the full article here. Read time: 2 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/144747/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from Atrium Research.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
ANALYST REPORT - Atrium Research
Avanti Gold – Akyanga Drilling Continues to Ramp Up
Avanti Gold Corp. operates as a mineral exploration company in the Democratic Republic of the Congo and the Republic of Seychelles.
Ticker: AGC.CN | Price: CAD 0.45 | Price Target: CAD 1.80 (+300%)
Market Cap: CAD 154mm | Timeframe: N/A
⛏️ Mineral Exploration | 📈 Bullish Idea
Avanti’s latest Akyanga results add to evidence of mineralization within and below the US$1,500/oz pit shell constraining its 3.11Moz Inferred resource. The standout hole returned 5.39 g/t gold over 12.27m, more than double the resource grade of 2.37 g/t, while two others returned 2.44 g/t over 17.25m and 2.17 g/t over 15.70m. These follow September intercepts including 6.50 g/t over 11.50m and 8.01 g/t over 5.70m. With the current resource based on only 19,956m of historical drilling and the deposit open along strike and at depth, the ongoing program offers resource-growth potential. Avanti’s fully exercised C$51.75M bought deal funds the ongoing 42,000m campaign and the company through its planned 2027 PEA. An initial resource update is expected in Q4 2026, followed by a second update and PEA in Q2-Q3 2027. The shares’ stated dollar-per-ounce discount and drilling progress underpin the maintained $1.80/share target.
Read the full article here. Read time: 4 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/144667/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from Contrarian Cashflows.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Contrarian Cashflows
Monday Delight: 05/10/2026 - BRCK Group plc
BRCK Group plc, together with its subsidiaries, distributes specialist products and services to the construction industry in the United Kingdom.
Ticker: BRCK.L | Price: GBp 45.20 | Price Target: GBp 64.92 (+35%)
Market Cap: GBP 146mm | Timeframe: N/A
🏠 Building Materials Distributor | 📈 Bullish Idea
BRCK Group is the UK’s largest distributor of bricks and building materials, supplying housebuilders while also operating a fast-growing Design & Install division focused on fire-remediation and cladding contracting. The investment case combines exposure to a recovery in UK homebuilding with consolidation of a fragmented distribution market: BRCK has been acquiring peers at roughly 5x EBITDA and currently trades at 8.2x EV/EBIT. A key valuation anchor is Atlas Holdings’ March 2026 cash offer of 65p per share, 34% above the current 48.45p; the board rejected it as too low. UK Takeover Code restrictions on a renewed approach lift around 24 October 2026, creating a potential path for takeover interest to return. The main concern is a balance sheet that appears somewhat stretched, although it is not viewed as worrisome.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/144679/?ref=PLACEHOLDER
ELITE INVESTOR PITCHES (PREMIUM)
YB PREMIUM SUBSCRIBERS ONLY
Less than 5% of the 3,000+ investors we track qualify as an Elite Investor (based on the track record of their previous pitches).
See all of their stock pitches in one place at joinyellowbrick.com/feeds.
THE REST OF THE PITCHES
YB PREMIUM SUBSCRIBERS ONLY
To access all of the stock pitches, upgrade to Yellowbrick Premium.
YB PORTFOLIO
The YB Tracking Portfolio holds 30-40 stocks that are owned by Yellowbrick Elite Investors. Fewer than 5% of the 3,000+ investors we track qualify as an Elite Investor. You can see the current holdings here.
Started May 2024
THAT’S ALL FOLKS
Thank you so much for reading today’s email!
If you ever have any feedback, questions, or suggestions, just reply to this email or email me anytime at [email protected].
Connor
*Follow Yellowbrick on Twitter at @joinyellowbrick
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