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YB new stock pitches (Thu, Apr 9)
Connor Van Ooyen
April 09, 2026
Hello!
I added 71 new stock write-ups to the website (joinyellowbrick.com).
No new Elite Investor Pitches were added today, but I 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 Atrium Research.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
ANALYST REPORT - Atrium Research
iFabric – Explosive Revenue Growth Signals Multi-Year Runway in Medical Scrubs
iFabric Corp. engages in the design and distribute of women's intimate apparel and accessories in Canada, the United States, the United Kingdom, Southeast Asia, and internationally.
Ticker: IFA.TO | Price: CAD 3.40 | Price Target: CAD 4.50 (+32%)
Market Cap: CAD 103 | Timeframe: 2027
🩺 Medical Scrubs | 📈 Bullish Idea
IFA.TO: Explosive 267% Q1 rev growth to $25-27M (vs $33M full 2025) driven by antimicrobial/antiviral medical scrubs (PROTX2+ecoPEL). Expanded to 1,000 Walmart stores+Costco Canada. Peer-reviewed clinical trial validates pathogen reduction (p<0.001). Targeting 35% gross margin, 10-15% EBITDA margin. $12.4B global scrubs market growing 9.4% CAGR to 2032. Mgmt owns 66%. Trading 13.3x 2027E EBITDA vs FIGS 21.8x (traded >40x in high-growth years). PT $4.50 (38% upside) on 18x 2027E EBITDA.
Read the full article here. Read time: 30 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/133658/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from Fat Alpha Value Investing.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Fat Alpha Value Investing
eToro with Antonio Velardo
eToro Group Ltd. engages in the trading business. Its multi-asset platform supports trading and investing in equities, crypto assets, commodities, currencies, and options, which can be traded either as assets or as derivatives related to various underlying asset types.
Ticker: ETOR | Price: $32.14 | Price Target: $50 (+55%)
Market Cap: $2.59B | Timeframe: N/A
💸 Brokerage | 📈 Bullish Idea
ETOR: Multi-asset broker w/ 40M users, 3.8M funded accounts, 140 countries. Trades 5.2x EV/EBITDA vs peers at 25-30x. Bull: copy trading moat (15yr track record, 5K managers), US expansion (just got license Oct), $1B cash/buybacks (8% mkt cap), AI agents, strong margins (30.5% adj), high ROE/ROIC. Risk: crypto revenue concentration (200M+), cyclicality, regulation. DCF: $50+ PT at 11.8% WACC, 15% growth. Even w/ 70% crypto drop, still 9.3x EBITDA. Founder aligned (30%+ stake, $25M sold vs $200M+ holding). EPV $40 > NAV = moat. Buyback: $250M program started.
Read the full article here. Read time: 54 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/133665/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from SpruceHill Capital.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - SpruceHill Capital
Sanuwave: Stock is Down 60% While Fundamentals Are Improving
SANUWAVE Health, Inc. operates as a medical device company in the United States and internationally. It focuses on the commercialization of regenerative medicines through noninvasive ultrasound or shockwaves to produce a biological response promoting the repair and regeneration of tissue, musculoskeletal, and vascular structures.
Ticker: SNWV | Price: $17.91 | Price Target: N/A
Market Cap: $155M | Timeframe: N/A
🩺 Medical Devices | 📈 Bullish Idea
SNWV: CMS slashed skin substitute reimbursements 90-95%, leaving SNWV's 97610 code unchanged—massive tailwind as $10B wound care mkt shifts to UltraMIST. Q4 sold 255 devices (20% of base); mgmt guides 16-25% 2026 growth but likely conservative. 50% incremental margins, $200M NOLs. Trades 15x earnings despite razor-blade model ($35k device, $100 disposable/procedure). CEO owns 11% via fund, $1 salary, rebuilt team from Abiomed (scaled $15M→$500M). Target: double revenue in 1yr as bankruptcies stabilize.
Read the full article here. Read time: 5 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/133687/?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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