Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the website (pt 2):
@stpioc - $RAMP (overview)
@yesandnotyes - $POOL (update)
@LaTranquillum - $HEM.ST
@AltaFoxCapital - $DXCM
@jptissot1 (fund letter) - $SOFW.TA, $SLYG.F, $INT.ST, $AVIO.MI, $DNO.OL, $GOOG https://t.co/m0sZgl0MFQ
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Added 55 new stock write-ups to the website (pt 2):
@stpioc - $RAMP (overview)
@yesandnotyes - $POOL (update)
@LaTranquillum - $HEM.ST
@AltaFoxCapital - $DXCM
@jptissot1 (fund letter) - $SOFW.TA, $SLYG.F, $INT.ST, $AVIO.MI, $DNO.OL, $GOOG https://t.co/m0sZgl0MFQ
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the website (pt 3):
@HitHawk_ - $TRST.L (short)
@karanshah137 - $BANCOINDIA.NS (overview)
@ppinvest - $VMED.DE
@realThomasNiel - $FARM (overview)
@timothyhliu5 (fund letter) - $FLYW, $GTLB https://t.co/GD5nv7mDeT
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Added 55 new stock write-ups to the website (pt 3):
@HitHawk_ - $TRST.L (short)
@karanshah137 - $BANCOINDIA.NS (overview)
@ppinvest - $VMED.DE
@realThomasNiel - $FARM (overview)
@timothyhliu5 (fund letter) - $FLYW, $GTLB https://t.co/GD5nv7mDeT
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the website (pt final):
@pernasresearch - sold both $STX & $APLD
@JustValue48 - $ICCC
@SFarringtonBKC - $OPEN, $CDLX
@hiroki1379 - $7879.T
@SCapStrategist - $LRCX
fund letters
and more... https://t.co/zMmG43j9Zm
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Added 55 new stock write-ups to the website (pt final):
@pernasresearch - sold both $STX & $APLD
@JustValue48 - $ICCC
@SFarringtonBKC - $OPEN, $CDLX
@hiroki1379 - $7879.T
@SCapStrategist - $LRCX
fund letters
and more... https://t.co/zMmG43j9Zm
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Offshore
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App Economy Insights
⏰ Price goes up on Oct 1.
From $119 to $199/year.
Last chance to lock the old rate for life.
You get:
✅ 2 articles weekly
📚 Full Premium archive
📊 200+ businesses visualized quarterly https://t.co/Ay019RW4xf
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⏰ Price goes up on Oct 1.
From $119 to $199/year.
Last chance to lock the old rate for life.
You get:
✅ 2 articles weekly
📚 Full Premium archive
📊 200+ businesses visualized quarterly https://t.co/Ay019RW4xf
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Offshore
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App Economy Insights
$MU Micron Q4 FY25 (August quarter).
• Revenue +46% Y/Y to $11.3B ($0.2B beat).
• Non-GAAP EPS $3.03 ($0.17 beat).
Q1 FY26 guidance:
• Revenue ~$12.5 ($0.7B beat).
• Non-GAAP EPS ~$3.75 ($0.71 beat). https://t.co/7usM2zGX5B
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$MU Micron Q4 FY25 (August quarter).
• Revenue +46% Y/Y to $11.3B ($0.2B beat).
• Non-GAAP EPS $3.03 ($0.17 beat).
Q1 FY26 guidance:
• Revenue ~$12.5 ($0.7B beat).
• Non-GAAP EPS ~$3.75 ($0.71 beat). https://t.co/7usM2zGX5B
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Yellowbrick Investing
$FET
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$FET
$FET Forum Energy Technologies. Profitability turnaround, debt down 15%, strong liquidity (2.4x current), trading near book. Fair value $40–44 vs ~$27 today. tweet
X (formerly Twitter)
Hideyo Oosawa (@HideyoOosawa) on X
$FET Forum Energy Technologies. Profitability turnaround, debt down 15%, strong liquidity (2.4x current), trading near book. Fair value $40–44 vs ~$27 today.
Yellowbrick Investing
$XTNT
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$XTNT
$XTNT Xtant Medical Profitable turnaround, 68.6% gross margin, asset sales de-risked, EV/Rev ~0.9x. Biologics focus + licensing optionality. FV $1.29; trading ~$0.65 tweet
X (formerly Twitter)
Hideyo Oosawa (@HideyoOosawa) on X
$XTNT Xtant Medical Profitable turnaround, 68.6% gross margin, asset sales de-risked, EV/Rev ~0.9x. Biologics focus + licensing optionality. FV $1.29; trading ~$0.65
Yellowbrick Investing
$OPRX
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$OPRX
$OPRX OptimizeRx 55% Q2 growth, profitability inflection, strong cash flow, AI-driven HCP reach. Fair value ~$34 vs ~$19. Underfollowed, underpriced upside. tweet
X (formerly Twitter)
Hideyo Oosawa (@HideyoOosawa) on X
$OPRX OptimizeRx 55% Q2 growth, profitability inflection, strong cash flow, AI-driven HCP reach. Fair value ~$34 vs ~$19. Underfollowed, underpriced upside.