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- YB new stock pitches (Thu, Jun 26)
YB new stock pitches (Thu, Jun 26)
Hello!
I’ve just added 52 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 sold LFMD for +135% in just two months after we bought it for $5.64 and sold today at $13.23 . We bought it in April after seeing the below stock pitch.

Portfolio Returns
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
HIGHLIGHTED PITCHES (FREE)
Author Returns
The below stock pitch is from Lewistown Capital.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Lewistown Capital
Veeva Systems Inc. - $VEEV
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.
Ticker: VEEV | Price: $282.67 | Price Target: N/A
Market Cap: $46B | Timeframe: N/A
💻 Life Sciences Software | 📈 Bullish Idea
Veeva Systems (VEEV) is the global leader in cloud software for the life science industry, serving ~1,500 customers including 47 of the top 50 global biopharma companies. Since its IPO in 2013, Veeva has grown revenue 13-fold at a 26% CAGR while maintaining 40% non-GAAP operating margins. Currently trading at ~15x LTM revenue, Veeva is positioned to grow from ~$3 billion to ~$6 billion in revenue by 2030, driven by significant market share gains in EDC/CDB, eCOA, RTSM, Safety, LIMS, QMS, and CTMS. The company benefits from extremely sticky, mission-critical products with high switching costs, product excellence, customer goodwill, and a deep-seated life sciences expertise. Future growth catalysts include AI integration (which Gassner believes could increase industry efficiency by 15%), the Compass data business (competing with IQVIA), a new horizontal CRM application, and the shift from Force.com to its proprietary Vault platform. Key risks include valuation concerns, potential slower-than-expected R&D adoption, and CRM platform transition challenges with some customer losses to Salesforce. Management targets a $6 billion revenue run rate by 2030, with margins expected to expand to ~50% (non-GAAP) as the company eliminates Salesforce royalties and leverages its Vault platform.
Read the full article here. Read time: 115 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/119137/?ref=PLACEHOLDER

Author Returns
The below stock pitch is from DB_Silver_Fox.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - DB_Silver_Fox
$BOSN.SW - Bossard Holding AG
Bossard Holding AG provides industrial fastening and assembly solutions in Europe, the United States, and Asia.
Ticker: BOSN.SW | Price: CHF 174.60 | Price Target: N/A
Market Cap: $1.35B | Timeframe: N/A
🏭 Fastener Specialist | 💰 2.25% Dividend | 📈 Bullish Idea
Bossard Holding AG (BOSN.SW) is a Swiss fastener specialist with a 190+ year history that has evolved beyond selling screws into a high-margin logistics platform that integrates deeply into client operations. The company employs a capital-light model (1.2x asset turnover) delivering consistent 10% EBIT margins and 20% ROE through its Smart Factory Logistics solutions, which create significant switching costs and client lock-in. Bossard doesn't own factories at scale but earns margins by optimizing industrial supply chains, offering just-in-time replenishment, and providing engineering support across diverse sectors including aerospace, automotive, and medical devices. The family-controlled business makes strategic acquisitions to expand its footprint, with 12 acquisitions since 2003. Swiss GAAP accounting conceals the company's true equity value, as a 180 million CHF goodwill from the 2012 KVT acquisition was offset against equity rather than capitalized. When adjusted for this accounting treatment, Bossard's book value increases to 72.89 CHF per share, yielding an intrinsic value of 218.67 CHF versus the current price of 174.6 CHF, representing a 25% margin of safety and prompting a 6% position initiation.
Read the full article here. Read time: 6 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/119116/?ref=PLACEHOLDER

Author Returns
The below stock pitch is from Countervail Capital.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Countervail Capital
Pitch: ACCO Brands Corporation (NYSE:ACCO)
ACCO Brands Corporation designs, manufactures, and markets consumer, school, technology, and office products in the United States, Canada, Brazil, Mexico, Chile, Europe, the Middle East, Australia, New Zealand, and Asia.
Ticker: ACCO | Price: $3.50 | Price Target: $6.65 (+90%)
Market Cap: $316M | Timeframe: 12 months
✏️ Office and School Supplies | 💰 8% Dividend | 📈 Bullish Idea
ACCO Brands, an office and school supply manufacturer trading at 5.6x EBITDA (60% discount to peers), presents an attractive investment opportunity despite secular headwinds in office supplies. The company has stable free cash flow and improving gross margins (33.5% now vs 28.4% in 2022) while carrying heavy debt at 4.7x EBITDA. Alternative data analysis suggests 0.8% revenue growth and 13.9% EBITDA margins ahead, which historically would warrant a 7.1x EBITDA multiple. ACCO's business spans three segments (Business, Learning, and Tech) with 75% of sales from #1 or #2 market-share brands. Management has implemented a 'China plus one' supply chain strategy to mitigate tariff risks. A potential tailwind exists as AI classroom adoption may increase demand for paper-based learning materials, evidenced by rising Reddit mentions in teacher forums. Despite cyclical paper price exposure and tech substitution risks, the analysis forecasts a 1.9x return over 12 months with a 60% probability of 1.3x to 2.7x returns, based on management guidance, alternative data, and historical performance.
Read the full article here. Read time: 9 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/119136/?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
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THAT’S ALL FOLKS
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Connor
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