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- YB new stock pitches (Thu, Mar 19)
YB new stock pitches (Thu, Mar 19)
Connor Van Ooyen
March 19, 2026
Hello!
I added 65 new stock write-ups to the website (joinyellowbrick.com).
1 new 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 Guasty Winds.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Guasty Winds
KVH Industries (KVHI-US)
KVH Industries, Inc., together with its subsidiaries, designs, develops, manufactures, and markets mobile connectivity and managed services for the marine and land mobile markets.
Ticker: KVHI | Price: $7.64 | Price Target: $23 (+201%)
Market Cap: $150M | Timeframe: FY27
🛜 Maritime Connectivity | 📈 Bullish Idea
KVHI: Maritime connectivity co transitioning GEO→LEO. Airtime rev inflected to growth in 3Q25 after LEO ramp offset GEO declines & Coast Guard loss. 6K Starlink terminals shipped in FY25 vs 7.4K total vessel count start of year; now >9K vessels (record). LEO margins ~high-30s/low-40s stable. FY26 guide $137.5M rev (+27% Airtime growth), $16M EBITDA achievable. FY27 est $30M EBITDA, $25M FCF. $70M cash ($3.50/sh) = 50% mkt cap. Trading 2.7x FY27 P/FCF ex-cash vs fair 6-8x EBITDA. Activists hold 35.5% (Deckoff/Black Diamond, Radoff, Torok); board now 3/5 ex-Speedcast execs signals potential M&A (sale, reverse merger, or roll-up). 3-4x upside base case.
Read the full article here. Read time: 11 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/132733/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from Value Zoomer.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
TWITTER - Value Zoomer
Hong Lai Huat Group $CTO.si looks really interesting.
Hong Lai Huat Group Limited, an investment holding company, operates as a real estate and property developer in Singapore and Cambodia.
Ticker: CTO.SI | Price: SGD 0.10| Price Target: N/A
Market Cap: SGD 51M | Timeframe: N/A
👷♂️ Property Developer | 📈 Bullish Idea
Hong Lai Huat Group ($CTO.SI) is a Singapore microcap property developer with a $44 million market capitalization that recently spun off its failing agriculture business to focus on property development. The company holds $21 million in cash, $33 million in investment properties, $33 million in joint ventures and associates, and $20 million in development properties, with minimal debt. The CEO/Chairman owns 40% of the company and has been aggressively buying back shares, repurchasing 4.5% in the last two months. The investment presents a simple setup with an asset-rich balance sheet providing limited downside and significant upside potential, though it carries the usual caveats associated with Singapore microcap property developers. The investor has taken a small position in the stock.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/132767/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from @puppyeh1.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
TWITTER - @puppyeh1
Alliance Aviation $AQZ.AX
Alliance Aviation Services Limited provides contract, charter, and allied aviation services in Australia and internationally.
Ticker: AQZ.AX | Price: AUD 0.57 | Price Target: AUD 1.50 (+160%)
Market Cap: AUD 92M | Timeframe: N/A
🛩️ Airline + Wet Lessor | 💰 5% Dividend | 📈 Bullish Idea
AQZ.AX: Australian FIFO airline + wet lessor at 0.26x P/B ($0.59 vs $2.22 tangible book). Underwater $QAN.AX wet lease caused massive impairment. Mgmt said 12mo going concern runway, selling hangars for >$60M liquidity, insider buying. Thesis: stock prices imminent B/K but restructure unlikely before $QAN.AX renegotiation. $QAN.AX incentivized to fix deal (small $150-200M cost vs losing regional routes in B/K). Base case: repriced contract + $QAN.AX buys $100-150M fleet at book + rights offering at $1.10 = stock to $1.30-$1.50 (2x+ from here). Zero risk priced in but >50% odds of favorable outcome.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/132748/?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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