YB new stock pitches (Tue, Jan 13)

Author

Connor Van Ooyen
January 13, 2026

Hello!

I added 67 new stock write-ups to the website (joinyellowbrick.com).

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

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

HIGHLIGHTED PITCHES (FREE)

YB PREMIUM SUBSCRIBERS ONLY

Author Returns

The below stock pitch is from Phenom Capital.

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

BLOG POST- Phenom Capital

Phenom Capital 2025 Portfolio Update - Part [2/2] - TechPrecision Corporation

TechPrecision Corporation, together with its subsidiaries, manufactures and sells precision, fabricated, and machined metal structural components and systems in the United States. It operates through two segments, Ranor and Stadco.

Ticker: TPCS | Price: $5.05 | Price Target: N/A
Market Cap: $50M | Timeframe: N/A

🪖 Submarine Components | 📈 Bullish Idea

TechPrecision Corporation ($TPCS, 2.0%) makes specialized components for U.S. Navy submarines, with a new board and CFO driving a turnaround. Demand looks strong with a $40M+ backlog and rising gross margins, as management works through legacy loss-making contracts and gradually renegotiates terms to lift margins as those projects roll off. Overall, it looks like a relatively straightforward turnaround with more accountable leadership and a supportive macro backdrop from increased focus on revitalizing the U.S. defense ship fleet.

Read the full article here. Read time: 1 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/128483/?ref=PLACEHOLDER

YB PREMIUM SUBSCRIBERS ONLY

Author Returns

The below stock pitch is from No Deep Dives.

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

BLOG POST - No Deep Dives

No Deep Dives Q4 2025 Portfolio Review - New Position: Shift4 Payments, Inc.

Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally.

Ticker: FOUR | Price: $64.59 | Price Target: N/A
Market Cap: $5.72B | Timeframe: N/A

💸 Payment Processing | 📈 Bullish Idea

Shift4 Payments (FOUR), bought at $67.41: The payments sector is out of favor; FOUR has messy accounting and a history of acquisitions, but it’s growing and appears to be executing well, and shares have rerated with the broader sector. As scuttleblurb said: 'Despite Shift4 performing more or less as expected, its stock has lost more than 30% of its value ytd, its latest leg down coming on the heels of Fiserv’s disastrous 3q earnings report.'

Read the full article here. Read time: 1 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/128529/?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.

BLOG POST - Value Zoomer

Stoneweg Europe Stapled Trust: Best Risk/Reward Opportunity in European REITs

Stoneweg Europe Stapled Trust (SERT, formerly Cromwell European REIT and renamed as Stoneweg European Real Estate Investment Trust following the change in Sponsor) is a stapled group comprising Stoneweg European Real Estate Investment Trust (SEREIT) and Stoneweg European Business Trust.

Ticker: SET.SI | Price: EUR 1.70 | Price Target: N/A
Market Cap: EUR 953M | Timeframe: N/A

🏡 REIT | 💰 8% Dividend | 📈 Bullish Idea

Stoneweg Europe Stapled Trust (SET.SI) is the investor's largest position, up 10% but still considered undervalued, representing the best risk/reward opportunity they see on the market. The European logistics-focused REIT is trading at a 20% discount to NAV with a 9% dividend yield, operating as asset managers rather than operators by buying attractive assets, renting them out, and selling when favorable deals arise. The company has been selling their lower quality office portfolio at book value to concentrate on logistics assets, and the recent price movement may be attributed to either market recognition of the undervaluation or the impact of share buybacks.

Read the full article here. Read time: 1 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/128502/?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.

🎁 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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