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YB new stock pitches (Tue, Mar 3)
Connor Van Ooyen
March 03, 2026
Hello!
I added 66 new stock write-ups to the website (joinyellowbrick.com).
1 new Elite Investor Pitches were 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 PPinvest.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - PPinvest
An AI-first LMS provider at a fundamental inflection point - Docebo $DCBO
Docebo Inc. develops and provides a learning management platform for training in North America and internationally.
Ticker: DCBO | Price: $18.50 | Price Target: $34 (+84%)
Market Cap: $532M | Timeframe: 3 years
📚 Learning Management | 📈 Bullish Idea
DCBO: AI-first LMS at inflection point. FY25 rev $243M (+12%), adj EBITDA $44M (21% margin), FCF $38M. ARR $238M (+8%) held back by Dayforce/AWS churn. 365Talents acquisition ($55M) transforms platform into workforce readiness system linking skills intelligence to learning. Strong extended enterprise/gov (FedRAMP) positioning. $60M buyback at $20.40 signals confidence. Risks: OEM losses, AI commoditization threat, integration execution. Trading 2x EV/Sales vs 80% gross margin. Analyst avg PT $34 (+88%).
Read the full article here. Read time: 14 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/131540/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from River Oaks Capital.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
FUND LETTER - River Oaks Capital
River Oaks Capital New Position: Ascent Industries Co.
Ascent industries Co. engages in the development, production, and distribution of specialty chemical solutions.
Ticker: ACNT | Price: $17.76 | Price Target: $29.75 (+70%)
Market Cap: $165M | Timeframe: N/A
🧪 Chemicals | 📈 Bullish Idea
ACNT (new position): Specialty chem co at <50% capacity utilization across 3 facilities. New CEO Brian Kitchen (turned ClearOn from -$8M to +$36M EBITDA) shifted mix from 90% toll mfg to 35% higher-margin product sales; gross margins 5%→30% on flat rev. Plan: grow $80M→$130M rev at 80% util = $23-26M EBITDA (18-20% margin), $17-20M FCF (14-17% FCF yield). $60M cash for buybacks (20% auth), bolt-ons, growth. Trading 10-11x P/E w/ 70%+ upside to acquirer at scale.
Read the full article here. Read time: 5 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/131499/?ref=PLACEHOLDER
YB PREMIUM SUBSCRIBERS ONLY
Author Returns
The below stock pitch is from Duck Pond Value Research.
Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.
BLOG POST - Duck Pond Value Research
Forvia Revision
Forvia SE, together with its subsidiaries, manufactures and sells automotive technology solutions in France, Germany, other European countries, other Europe, the Middle East, Africa, the Americas, Asia, and internationally.
Ticker: FAU.F | Price: EUR 10.76 | Price Target: EUR 23.23 (+116%)
Market Cap: $2B | Timeframe: 2029
🚗 Auto Technology | 📈 Bullish Idea
FRVIA (update): Post-Interiors sale (€1.4B EV, 8x EBIT) targeting deleveraging to 1.59x. 2025 margins beat +20bps via EU-FORWARD/Hella synergies; new Forvia EBIT margin 6% ex-Interiors. Electronics +12% sales, +140bps margin; Seating EBIT +7% despite China/EU weakness. PT raised to €3/share (+15%) on 6.5% 2029 EBIT margin target vs mgmt's 7%+. Clean Mobility (23% sales) undervalued as EV adoption slows. Risks: China OEM offshoring, Lighting overcapacity, restructuring execution.
Read the full article here. Read time: 6 min
Share this stock pitch:
https://www.joinyellowbrick.com/sp/131521/?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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