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
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:
The “posts for you” section is literally just 100% Elon Musk posts lol (who’s posts I have never once interacted with)
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:
Nah. More money / easier to raise = more startups = more world changing companies
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.
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
“Yes, all reputable historians have pointed out my theses on WW2 are garbage, but I gained a lot of subscribers” is quite telling
Martyr Made is still holding steady as the #1 podcast on iTunes. I appreciate that people are willing to listen and think for themselves. Here is The Anti-Humans, about the Soviet conquest of Eastern Europe. Listener discretion is advised. I mean it. martyrmade.com/podcast-parts…
Connor V. retweeted
25 more stock pitches from 25 different Q2 fund letters (pt 2 since the first one was well-received):