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Connor V.
1.4K posts
Connor V.
@ConnorVO
Building @joinyellowbrick -- Prev: Growth PM @ Rec Room, PM @ Zynga.
Sumali Temmuz 2015
63 Sinusundan1.4K Mga Tagasunod
Connor V. nag-retweet
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
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Connor V. nag-retweet
13Fs were filed this week. Here are the portfolio updates for 20 of the top hedge funds:
Anything stand out?
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Connor V. nag-retweet
Here are 10 stock pitches from January that were pitched for the first time ever (out of 10,000+ pitches).
$PARRO.PA
$7841.T
$AVNS
$ETCG
$ABF.L
$002050.SZ
$RKT
$NREST.ST
$RKSD
$SES.MI
I bet you find a stock you haven't heard about yet. Let's take a look:
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@sidprabhu 3 of his top holdings all benefit from cheap, open source AI
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Connor V. nag-retweet
Connor V. nag-retweet
I collected the 2025 portfolio updates from 63 blogs (and added another 100 to the website).
Here are 17 of the most interesting:
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Connor V. nag-retweet
This is cool
Yellowbrick Investing@joinyellowbrick
@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-fund-wat…
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Connor V. nag-retweet
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:
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@dalibali2 Can jam a bunch of docs in there and get it to generate a report with data across the docs
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@BeenThereCap This is why the argument of “we shouldn’t be spending money on Ukraine” doesn’t make any sense. The US is spending a small % of GDP (much of which is going back to US companies) to wreak havoc on Russia’s economy/military. It’s a massively positive ROI
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My Russia/Ukraine thesis from Day 1 has been that the U.S. would drag out the war to sap Russian resources (of all kinds) because (1) we can, US+EU GDP is ~20x Russia's, time is on our side, (2) weakening Russia is a more important U.S. goal than freeing Ukraine.
1/3
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Connor V. nag-retweet
I collected 54 new Professional Fund stock pitches this week from Q3 fund letters.
Here are 17 of the most interesting:
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Connor V. nag-retweet
I collected 77 new Professional Fund stock pitches this week from Q3 fund letters.
Here are 14 of the most interesting:
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Connor V. nag-retweet
I'd bet that the returns of the stock pitches rejected by VIC, MicroCapClub, etc are pretty similar to the ones accepted
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@Blue_Velvet_Cap For specific niches I think it can be true (small/microcap stocks listed anywhere and special sits) and quality of writers is continuing to improve. But requires a lot more filtering (average blogger <<< average sell-sider)
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Connor V. nag-retweet
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
x.com/joinyellowbric…
Yellowbrick Investing@joinyellowbrick
Everyone is posting their Q3 returns and holdings, so I collected them all (30+). Here are the stocks everyone is holding:
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Connor V. nag-retweet
Everyone is posting their Q3 returns and holdings, so I collected them all (30+).
Here are the stocks everyone is holding:
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Nah. More money / easier to raise = more startups = more world changing companies
Harry Stebbings@HarryStebbings
The biggest problem of venture capital right now is we have made entrepreneurship too safe a career path. Starting a company should be for the crazy, for the obsessed. Instead, it is for the rational. Leave top tier university, raise VC. Own your own time, work on something interesting and pay yourself well. We need to go back to the ones who only do this because they cannot bare to not see their creation in the world.
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