
Building @joinyellowbrick -- Prev: Growth PM @ Rec Room, PM @ Zynga.
Joined July 2015
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Connor V. retweeted
BIG NEWS!
Yellowbrick 2.0 is live.
For >3 years, we've tracked 4,000+ authors and collected 35,000+ stock pitches.
The new Yellowbrick includes:
- Leaderboards
- API access
- Custom feeds and alerts
- Paid research partners/discounts
- and more
Connor V. retweeted
Anyone know the forward returns of insider sales on a 10b5-1 plan that are suddenly 25x bigger than the previous sales after the stock jumps 100% in 3 months? $COIN
Connor V. retweeted
13Fs were filed this week. Here are the portfolio updates for 20 of the top hedge funds:
Anything stand out?
Connor V. retweeted
I collected the 2025 portfolio updates from 63 blogs (and added another 100 to the website).
Here are 17 of the most interesting:
Connor V. retweeted
This is cool
Replying to @ElVerdaderoEsp5
We do have the Elite Investor Feeds which only include pitches from the best performing investors - joinyellowbrick.com/feeds - and are testing Hedge Fund Watcher which shows the holdings of the top performing hedge funds - joinyellowbrick.com/hedge-fu…
Connor V. retweeted
In 2024, 1910 stocks were added to the Yellowbrick database that were only pitched once.
Here are 25 stock pitches you probably haven't seen before:
Connor V. retweeted
I collected 54 new Professional Fund stock pitches this week from Q3 fund letters.
Here are 17 of the most interesting:
Connor V. retweeted
I collected 77 new Professional Fund stock pitches this week from Q3 fund letters.
Here are 14 of the most interesting:
Connor V. retweeted
I'd bet that the returns of the stock pitches rejected by VIC, MicroCapClub, etc are pretty similar to the ones accepted
Connor V. retweeted
The 20 most held stocks from the Q3 Fintwit portfolios (see linked post):
$AMZN: 9 portfolios
$MELI: 8
$CSU.TO / $GOOGL: 7
$CRWD / $HIMS / $V: 5
$CPNG / $NVDA / $PYPL / $SE: 4
$ATD.TO / $BN / $DDOG / $IMB.AX / $RGS / $SUP.L / $META / $MSFT / $NU: 3
xitter.cf/joinyellowbrick/status…
Connor V. retweeted
Everyone is posting their Q3 returns and holdings, so I collected them all (30+).
Here are the stocks everyone is holding:
Connor V. retweeted
Here are 25 of the best-performing Fintwit stock pitches of all time:
*part of my weekend crusade to prove that Fintwit is awesome
Connor V. retweeted
25 more stock pitches from 25 different Q2 fund letters (pt 2 since the first one was well-received):
Connor V. retweeted
"If you don't genuinely love doing this all the time, it sure seems hard to compete" - @orrdavid
"The only way to gain an edge is through long and hard work" - Li Lu (from @lessonsofinvest post)









