YB new stock pitches (Mon, Mar 2)

Author

Connor Van Ooyen
March 02, 2026

Hello!

I added 63 new stock write-ups to the website (joinyellowbrick.com).

1 Elite Investor Pitch was 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 Bilbel Capital.

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

FUND LETTER - Bilbel Capital

Bilbel Capital Portfolio Holding: CareCloud, Inc.

CareCloud, Inc., a healthcare information technology (IT) company, provides technology-enabled business solutions, Software-as-a-Service offerings, and related business services to healthcare providers and hospitals primarily in the United States.

Ticker: CCLD | Price: $2.41 | Price Target: N/A
Market Cap: $102M | Timeframe: N/A

🩺 Healthcare SaaS | 📈 Bullish Idea

CareCloud (CCLD), a healthcare revenue cycle management and electronic health records provider for small U.S. practices, benefits from high switching costs that lock in customers due to the difficulty of retraining staff, connecting legacy hospital systems, and navigating government payment rules. The company acquired Medsphere in August 2025 for $16.5 million, which had been generating $32 million in revenue but losing $5 million annually, and expects to retain $23-30 million in sales post-acquisition despite some customer attrition during system transitions. After implementing cost cuts at 30-40% margins, Medsphere should contribute $7-12 million in EBITDA, bringing CareCloud's total 2026 EBITDA to $35-40 million when combined with $28 million from core operations, compared to the current $115 million market cap. The company plans to use $15-20 million in cash from profits to acquire another RCM with $20 million in sales by end of 2026 after paying off overdue Series B dividends, and by cutting 50% of that target's costs, could add another $10 million in EBITDA to reach $45-50 million total EBITDA by 2027, translating to over $30 million in profit. The investment thesis centers on consolidating distressed RCM providers that lack the scale to support fixed costs and technology teams, creating accretive acquisitions in a fragmented market where few buyers exist for small deals.

Read the full article here. Read time: 1 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/130920/?ref=PLACEHOLDER

YB PREMIUM SUBSCRIBERS ONLY

Author Returns

The below stock pitch is from TheOracleOfOslo.

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

BLOG POST - TheOracleOfOslo

Cedergrenska (CEDER) - A Fast-Growing, Best-in-Class Serial Acquirer Trading at a Double-Digit Earnings Yield

Cedergrenska AB (publ) provides education services in Sweden.

Ticker: CEDER.ST | Price: SEK 41.20 | Price Target: SEK 152 (+270%)
Market Cap: SEK 521M | Timeframe: 2030

📚 Independent School Roll-up | 💰 4.5% Dividend | 📈 Bullish Idea

CEDER.ST: Swedish independent school roll-up at 5x EBITA, 6.2x P/E despite 20% rev CAGR, 24% EBITA CAGR, 42% ROCE. Insiders own 33%. Targets 10-15% growth via accretive M&A at ~4-5x EBITA post-synergies. Political risk: proposed 5-yr profit ban on new schools, quality grant loss (3-10% rev) if distributing. Downside protected by EU property rights (Article 17) requiring fair compensation. Base case SEK 60/sh (+42%), bull SEK 152 (29% IRR). Catalysts: Tidö coalition wins 2026 election, regulatory rollback, buybacks (0.6x vs 2x leverage target).

Read the full article here. Read time: 13 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/130918/?ref=PLACEHOLDER

YB PREMIUM SUBSCRIBERS ONLY

Author Returns

The below stock pitch is from Crossroads Capital.

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

FUND LETTER - Crossroads Capital

Crossroads Capital Portfolio Holding: Nintendo Co., Ltd.

Nintendo Co., Ltd., together with its subsidiaries, develops, manufactures, and sells home entertainment products in Japan, the Americas, Europe, and internationally.

Ticker: NTDOY | Price: $13.85 | Price Target: N/A
Market Cap: $72B | Timeframe: N/A

🕹️ Video Games | 📈 Bullish Idea

NTDOY (added to position): Switch 2 shipped 7.01M units in fiscal Q3 (17M cumulative in 7 months), fastest console launch ever, on track for 19M FY target vs original Switch's 14.86M first year. Software attach 2.2 tie ratio matches original despite no Mario/Zelda. Bears fixated on memory cost margins (irrelevant—software = 90% op profit). 25 AAA 3P titles confirmed 2026 vs 3-4/yr on Switch 1. Film licensing, NSO pricing power, Oct '26 3D Mario launch tied to Galaxy movie = underappreciated earnings drivers. Down 45% from Aug highs on transient input cost fears. Added materially to position.

Read the full article here. Read time: 13 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/130933/?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

🎁 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!

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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