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- YB new stock pitches (Tue, Feb 17)
YB new stock pitches (Tue, Feb 17)
Connor Van Ooyen
February 17, 2026
Hello!
I added 46 new stock write-ups to the website (joinyellowbrick.com).
0 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 @jakeallen3.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
TWITTER - @jakeallen3
StubHub Holdings (NYSE: STUB) Long Thesis: The Broken IPO of a Global Duopoly
StubHub Holdings, Inc. operates ticketing marketplace for live event tickets worldwide.
Ticker: STUB | Price: $8.97 | Price Target: $45 (+401%)
Market Cap: $3.3B | Timeframe: N/A
🎟️ Ticket Marketplace | 📈 Bullish Idea
STUB: Dominant 50% mkt share secondary ticketing platform at 7x 2026 EBITDA, priced like dying Vivid ($SEAT down 92%) when actually crushing it (4x bigger, widening). Down 56% from IPO on temporary headwinds: lapping Taylor Swift, FTC all-in pricing rule (-10% rev), FCF timing noise. Normalized Q3 growth 34%. 2026 catalysts: MLB Direct Issuance (primary mkt entry), World Cup (est +5-8% GMS), DOJ v LYV trial (March). Founder reunited w/creation post-$4B buyback, survived COVID revenue→$0, grew GMS 69% since. 80% contribution margin, negative working capital float ($1.3B), can outspend all competitors combined while maintaining 14% EBITDA (vs Vivid 3.5%). Elite holders: Druckenmiller, Waltons (24%), Bessemer, WestCap own 64%. Consensus: 44% 2026 rev growth, >120% EBITDA/FCF conversion. Base case $26 (100% upside), bull $45 (250%). Risk: UK price caps spreading, DOJ loss, recession. Even cutting 2028 FCF consensus in half = too cheap at current levels.
Read the full article here. Read time: 25 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/130291/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from The Pale Blue Dot.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - The Pale Blue Dot
Comstock Inc. ($LODE) - Sustainability Play With Near-Term Catalysts
Comstock Inc. engages in the systemic decarbonization business in Nevada and internationally.
Ticker: LODE | Price: $2.71 | Price Target: N/A
Market Cap: $192M | Timeframe: N/A
♻️ Solar Panel Recycling | 📈 Bullish Idea
LODE: Solar panel recycling play w/ proprietary zero-waste tech; 1st 3M panel/yr facility commissioning Q1'26, potential for 3 plants by '28. At $50/oz silver: $350/ton gross margin + $200/ton metal recovery = $55M profit/facility. $200M mkt cap, $100M cash, EV ~$100M. Catalysts: facility ramp-up, SSOF land sale (17% stake worth ~$85M). Risk: execution, competition, mgmt conflicts of interest.
Read the full article here. Read time: 9 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/130270/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from @RagingVentures.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
TWITTER - @RagingVentures
I bought a bunch of $WLTH this week.
Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals.
Ticker: WLTH | Price: $7.98 | Price Target: N/A
Market Cap: $1.19B | Timeframe: N/A
💸 Robo Investment Advisory | 📈 Bullish Idea
WLTH: Broken IPO trading 6.5x run-rate EV/EBITDA, $1.1B EV w/ $400M+ cash, no debt. Growing customers, launching mortgage lending. Primary risk: rate cuts → outflows + lower cash mgmt spreads. Robo-advisory exposed to volatility. Valuation discounts significant downside. Lock-up less impactful vs typical IPOs.
Read the full article here. Read time: 1 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/130243/?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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