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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
tweet
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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.
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The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: Below you'll find the official trailer for the documentary "The AI Gold Rush"
I’m documenting this insane moment in time where apps go from idea to $1M–$100M ARR faster than anyone thought possible with AI
Tomorrow 9/24 part 1 of 5 premieres at 11am EST on YouTube and X. https://t.co/A2nr4U98Rs
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RT @gregisenberg: Below you'll find the official trailer for the documentary "The AI Gold Rush"
I’m documenting this insane moment in time where apps go from idea to $1M–$100M ARR faster than anyone thought possible with AI
Tomorrow 9/24 part 1 of 5 premieres at 11am EST on YouTube and X. https://t.co/A2nr4U98Rs
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Offshore
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Umesh
RT @francolli: Rough sketchpad idea inspired by @umesh_ai with his motorcycle vids over the last couple of days. Rough but getting there https://t.co/T4bnYFgLjF
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RT @francolli: Rough sketchpad idea inspired by @umesh_ai with his motorcycle vids over the last couple of days. Rough but getting there https://t.co/T4bnYFgLjF
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: MercadoLibre $MELI is up an impressive +53% year-to-date and nearing all-time highs💸
Yet the stock STILL trades at a more attractive valuation than it did at the start of 2025 🤯
Scale. Economies. Shared. 🤝 https://t.co/j1v1KIJO03
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RT @DimitryNakhla: MercadoLibre $MELI is up an impressive +53% year-to-date and nearing all-time highs💸
Yet the stock STILL trades at a more attractive valuation than it did at the start of 2025 🤯
Scale. Economies. Shared. 🤝 https://t.co/j1v1KIJO03
Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 tweet
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Umesh
Take 6!
Prompt : From a soaring aerial, the rider rockets across a collapsing skyline, rooftops narrowing into jagged ledges. Camera hovers tight above as he angles through curved glass and steel, void yawning between buildings. Each rooftop leap sparks drama, until he threads impossibly across the final span, city blurring below.
Made with 2.5 Turbo on @Kling_ai !
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Take 6!
Prompt : From a soaring aerial, the rider rockets across a collapsing skyline, rooftops narrowing into jagged ledges. Camera hovers tight above as he angles through curved glass and steel, void yawning between buildings. Each rooftop leap sparks drama, until he threads impossibly across the final span, city blurring below.
Made with 2.5 Turbo on @Kling_ai !
Take 5! https://t.co/mrXVTmO5pw tweet