Yellowbrick Investing
Added 52 new pitches to the site (pt final):
@DivGrojourney - $OTEX.TO (sold)
@realThomasNiel - $CPHC
@TommyDeepwater - $RIG (update)
@TiehackCapital - $LGNC
@Lindstroem_K - $PTRK.ST
fund letters
and more... https://t.co/OyDpC0zafw
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “In this industry, only one business strategy is conceivable: focus on first place.

You have to want to get the gold. If you decide, you’ll be satisfied with bronze before you start, you’ll probably end up sixth. Then you’re done for.

Gjalt Smit, $ASML Founding CEO🗣️

Culture🎯
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AkhenOsiris
$HUBS weakness possibly attributed to OpenAI videos on customer management, leads, etc.

Other sw feeling some pain too...BTMFD

https://t.co/PkXjDzCYxc https://t.co/tqWeTq0ntC

When your favorite stonk takes a 5-10% loss (HUBS) thanks to OpenAI PR, think it through...OpenAI succeeding delays or avoids the bubble bursting...if a bubble burst happened, HUBS would be down 25-50%...so it ain't that bad - AkhenOsiris
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App Economy Insights
$NKE Nike Q1 FY26 (ending Aug. 2025).

• Revenue +1% Y/Y to $11.7B ($0.7B beat).
• GAAP EPS $0.49 ($0.22 beat).

• Inventory -2% Y/Y at $8.1B.
• Wholesale +7% Y/Y to $6.8B.
• Direct revenue -4% Y/Y to $4.5B.
• Greater China revenue -9% Y/Y to $1.5B. https://t.co/qqwhnY5TCB
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App Economy Insights
📊 Sneak peek at the September report!

Earnings visualized from $AI to $ZS.

What caught your eye this month?

200+ companies covered this season. 👇
https://t.co/GuELTHbDFc https://t.co/OfJjYIkB8y
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AkhenOsiris
FabKno has a message for Zuck

I think META spend will look more like defense next year versus offense. Also he quite literally could lose his biz if he doesn’t figure shit out quick. - Fabricated Knowledge
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Capital Employed
30 Top stock pitches to get stuck into this week, from fund managers and some very smart private investors --->

https://t.co/BxaXwsbDvP https://t.co/B00QgNNz1o
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Umesh
I don't have access to Sora 2 yet!

Trying some amazing actions with @Kling_ai

Prompt ⤵️ https://t.co/pXWAbaOdaS
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ToffCap
Chinese retail brand Miniso $9896 HK plans to spin off its pop-culture collectibles unit and separately list it in Hong Kong.

Though certainly not fully comparable, this one could be interesting to follow given the big success (frenzy) of Labubu maker Pop Mart $9992.

I would expect the spin to move rather quickly to take as much advantage of the hype as possible. Let's see.
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Investing visuals
How $DUOL makes money🦉 https://t.co/VJy4ZVQGzi
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Umesh
A universal, FPV-style flyover prompt for any image! ⤵️ https://t.co/VWGTME5gDw
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