HistoryLatest2026-04-28 17:10:452026-04-24 17:10:442026-04-23 17:09:032026-04-23 17:08:582026-04-23 16:45:002026-04-23 16:35:242026-04-23 16:03:502026-04-23 16:03:442026-04-23 13:11:102026-04-23 13:11:052026-04-22 18:21:252026-04-22 18:20:252026-04-22 18:20:242026-04-22 18:15:412026-04-22 18:15:402026-04-22 18:10:422026-04-22 18:10:392026-04-22 18:06:39
Coverage universe

Pipeline console

Point-in-time view, movement history, and click-through thesis buildout from the canonical markdown files.
Updated 2026-04-28 17:10:45
1. New opportunity
Fresh lead surfaced by the intake engine and kept alive after the sniff test.
2. First pass
The currently active evaluation layer where real company work happens.
3. Full pitch
Graduated out of first pass into real underwriting / pitch status.
4. Dead
Killed, rejected, or noted-but-not-pursued. Not in the active funnel anymore.
Opportunities tracked
82
NEW_OPPORTUNITY: 82
Live queue
0
No active queue rows yet
Intake
78
Unknown: 78
New intake today
0
Date: 2026-04-28
Movement events
100
Derived from intake, queue, pitch, and research artifacts

Core funnel by stage

Collapsed to the only stages that really matter
NEW OPPORTUNITY82
002380.SZ · Nanjing Sciyon Wisdom Technology Group Co., Ltd.
No summary yet
02826K · Samsung C&T Pref
Credible holdco-discount lead, but rights/structure realizability and catalyst path are not yet strong enough for pitch promotion.
300595.SZ · Autek China Inc.
No summary yet
3103.T · Unitika Ltd.
No summary yet
3104 JP · Fujibo Holdings, Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/FUJIBO_HOLDINGS_INC/6145316495
3793.T · Drecom Co.,Ltd.
No summary yet
3836.T · Avant Group Corporation
No summary yet
4194.T · Visional, Inc.
No summary yet
5915.T · Komaihaltec Inc.
Asset-backing thesis remains plausible, but realizable-value confidence is not yet strong enough for pitch promotion before refreshed FY2026 disclosures.
5DD.SI · Micro-Mechanics (Holdings) Ltd.
Source article: https://angsanaanderson.substack.com/p/micro-mechanics-after-a-97-rally?utm_source=yellowbrick
6158.T · Waida Mfg. Co.,Ltd.
2026-10-24
6706.TW · Fittech Co., Ltd.
2027-04-24
7734.T · Riken Keiki Co., Ltd.
Real business, but not a clear value-funnel mispricing. Company IR shows FY2025 net sales of about JPY 49.0bn, operating profit of about JPY 10.6bn, net income of about JPY 8.0bn…
8697.T · Japan Exchange Group, Inc.
No summary yet
8923.T · Tosei Corporation
Source article: https://japaneseipo.substack.com/p/tosei-corp-8923-reuse-theme-the-pe?utm_source=yellowbrick
AAGIY · AIA Group Ltd
No summary yet
ABT · Abbott Laboratories
No summary yet
ACMR · ACM Research, Inc.
Source article: https://x.com/thevalueist/status/2047491534472233332?utm_source=yellowbrick
ADP · Automatic Data Processing, Inc.
High-quality payroll compounder showed up with steady-growth framing, but that is exactly the sort of thing everyone with a spreadsheet already knows.
ADSK · Autodesk, Inc.
2026-10-24
AERG · Applied Energetics, Inc.
Source article: https://davidverlander.substack.com/p/aerg-the-drone-killer-frame-is-too?utm_source=yellowbrick
AERO · Grupo Aeroméxico, S.A.B. de C.V.
Source article: https://strongholders.substack.com/p/want-to-buy-a-mexican-airline-no?utm_source=yellowbrick
ALGT · Allegiant Travel Company
No summary yet
ALLY · Ally Financial Inc.
Triggered by Berkshire new position (~0.21%); still fails structural moat bar for this funnel.
ALSN · Allison Transmission Holdings, Inc.
Source article: https://parttimecompounder.substack.com/p/a-quiet-market-leader-and-buyback?utm_source=yellowbrick
AMD · Advanced Micro Devices, Inc.
Source article: https://theprivatepublicinvestor.substack.com/p/amd-mile-6-of-the-marathon?utm_source=yellowbrick
AMKR · Amkor Technology, Inc.
No summary yet
AMZN · Amazon.com, Inc.
Path B re-sniff: cross-manager disagreement but business quality is clear; valuation remains the gating issue for this funnel.
APP · AppLovin Corporation
2026-10-24
APR.WA · Auto Partner SA
Source article: https://gekkocapital.substack.com/p/resultados-auto-partner-2025?utm_source=yellowbrick
ARES · Ares Management Corporation
2026-10-24
ATOM · Atomera Incorporated
Source article: https://x.com/thevalueist/status/2047763607153426838?utm_source=yellowbrick
AXON · Axon Enterprise, Inc.
2026-10-24
BARN.SW · Barry Callebaut AG
2026-10-24
BAX · Baxter International Inc.
No summary yet
BCBP · BCB Bancorp, Inc.
2026-10-24
BN · Brookfield Corporation
Path B re-sniff: plausible hidden-value/asset-manager optionality, but current pricing does not yet clear lane-2 margin-of-safety.
CABP · CAB Payments Holdings plc
2026-10-24
CAG · Conagra Brands, Inc.
2026-10-24
CAM.L · CAM.L
Balance-sheet support and the VEP are real, but the operating businesses still do not show enough clean earnings power to justify pitch promotion now. Keep it dead unless…
CCLD · CareCloud, Inc.
The adjusted EBITDA story held up better than expected, but the capital structure did not. SEC companyfacts show 2025 revenue of about $120.5m, operating income of about $11.3m…
CDW · CDW Corporation
Idea URL: https://www.valueinvestorsclub.com/idea/CDW_CORP/0792942146
CERT · Certara
No summary yet
CHA · Chagee Holdings Limited
2027-04-24
CLBT · Cellebrite DI Ltd.
2026-10-24
CRBP · Corbus Pharmaceuticals Holdings, Inc.
2027-04-24
CRM · Salesforce, Inc.
No summary yet
CROX · Crocs, Inc.
Path B re-sniff: brand/economics could qualify, but valuation and cycle uncertainty keep it below immediate promotion threshold.
CSU.TO · Constellation Software Inc.
Source article: https://reboundcapital.substack.com/p/rebound-portfolio?utm_source=yellowbrick
CTVA · Corteva, Inc.
Path B re-sniff: defensible ag-input franchise and cash generation, but current setup still looks valuation-gated versus required MOS.
CZMWY · Carl Zeiss Meditec AG
2026-10-24
DHC · Diversified Healthcare Trust
2027-04-24
DHR · Danaher Corporation
Source article: https://www.bestanchorstocks.com/p/constructive-but-not-there-yet?utm_source=yellowbrick
DKS · DICK'S Sporting Goods, Inc.
2026-10-24
EQR.AX · EQ Resources Limited
2026-10-28
EVO.ST · Evolution AB (publ)
2026-10-24
FF · FutureFuel Corp.
2027-04-24
FP.V · FP Newspapers Inc.
2027-04-24
FRES.L · Fresnillo plc
2026-10-24
FROG · JFrog
No summary yet
FTC.L · Filtronic plc
2026-10-28
GEV · GE Vernova Inc.
2026-10-28
GFL · GFL Environmental Inc.
2026-10-28
GRC · The Gorman-Rupp Company
Source article: https://www.from100kto1m.com/p/four-companies-to-add-to-your-watchlist?utm_source=yellowbrick
HURC · HURC
Asset backing depends too heavily on monetizing finished-goods inventory. The balance-sheet support is not hard enough yet, so this stays killed unless inventory shrinks cleanly…
KBR · KBR, Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/KBR_INC/2874054920
KMB / KVUE · Kimberly-Clark / Kenvue merger
No summary yet
MCCK · MCCK
Asset base is real, but minority-holder realizability is too weak under concentrated control and no hard catalyst. Earnings quality is also clouded by commodity-trading income, so…
META · Meta Platforms, Inc.
Path B re-sniff: strong platform economics but consensus mega-cap setup still reads valuation-gated without a clear dislocation trigger yet.
MRP · Millrose Properties Inc.
No summary yet
NATU3 BZ · Natura Cosmeticos SA
Idea URL: https://www.valueinvestorsclub.com/idea/NATURA_COSMETICOS_SA/8127960854
NHC · National HealthCare Corporation
Idea URL: https://www.valueinvestorsclub.com/idea/NATIONAL_HEALTHCARE_CORP/0257011010
OTB.L · OTB.L
Survived first pass as a credible but unresolved earnings-reset setup. Net-cash, asset-light, cash-generative profile keeps it alive, but guidance withdrawal (£39m to £43m FY26…
PLOW · Douglas Dynamics
Good niche business, but current setup looks more like a decent weather-sensitive industrial than a clearly mispriced value idea. After the rebound, valuation appears fair-to-full…
PRDO · Perdoceo Education
No summary yet
SPT · Sprout Social
Revenue growth remains real, but the apparent cheapness is flattered by stock-based compensation and dilution. SEC companyfacts show 2025 revenue of about $457.5m, operating loss…
TGO. · TeraGo Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/TERAGO_INC/7521871122
VIRT · Virtu Financial
Quality franchise with real technology and buyback support, but the current setup does not look mispriced enough for the funnel. At roughly ~9.6x TTM earnings, ~1.2x sales, and…
WMS · Advanced Drainage Systems
No summary yet
WOOD basket · North American wood products
No summary yet
WTW · Willis Towers Watson plc
Path B re-sniff: quality franchise and cash profile appear intact, but valuation does not yet offer required margin-of-safety.
ZNOG · Zion Oil & Gas, Inc.
2027-04-24
FIRST PASS0
Nothing here.
FULL PITCH
Nothing here.
DEAD0
Nothing here.

Recent movement

In, out, promoted, rejected, parked, documented
TGO.2026-04-28
IntakeINTAKE
Visible card claims sub-25% of asset value against an irreplicable monopoly asset, which is exactly the kind of lane-2 asymmetry worth preserving.
NHC2026-04-28
IntakeINTAKE
Short-idea framing around lease mispricing and 2026 rent reset could indicate a real accounting or economics unwind.
NATU3 BZ2026-04-28
IntakeINTAKE
Large Latin American consumer franchise can occasionally throw up a sentiment-driven rerating gap after restructuring pain.
KBR2026-04-28
IntakeINTAKE
Prior VIC refresh framing suggests a real business under pressure, which can occasionally create a misread on a steady engineering/services franchise.
GRC2026-04-28
IntakeINTAKE
Niche industrials can sometimes offer overlooked cash-flow value after cyclical noise.
GFL2026-04-28
IntakeINTAKE
2026-10-28
GEV2026-04-28
IntakeINTAKE
2026-10-28
FTC.L2026-04-28
IntakeINTAKE
2026-10-28
EQR.AX2026-04-28
IntakeINTAKE
2026-10-28
ATOM2026-04-28
IntakeINTAKE
Micro-cap semiconductor materials optionality can look asymmetric on paper.
APR.WA2026-04-28
IntakeINTAKE
Central European distributor names can occasionally hide underfollowed valuation anomalies.
AMD2026-04-28
IntakeINTAKE
Large-cap semi volatility can create temporary sentiment dislocations.
ALSN2026-04-28
IntakeINTAKE
Niche drivetrain businesses can occasionally rerate after cyclically weak demand windows.
AERO2026-04-28
IntakeINTAKE
Airline restructurings can look optically cheap after volatility.
AERG2026-04-28
IntakeINTAKE
Tiny defense-tech stories can occasionally screen as neglected optionality.
ACMR2026-04-28
IntakeINTAKE
Semi-cap equipment names can misprice around cyclical fear and competitive narratives.
8923.T2026-04-28
IntakeINTAKE
Japan small-cap real-estate/operator setup can sometimes offer asset-backed asymmetry.
5DD.SI2026-04-28
IntakeINTAKE
Small-cap industrial tooling supplier with recent writeup could occasionally hide a niche cyclicality dislocation.
3104 JP2026-04-28
IntakeINTAKE
Niche semiconductor-consumables framing plus visible earnings-inflection language could indicate a temporary industrial dislocation.
ZNOG2026-04-24
IntakeINTAKE
2027-04-24
OTB.L2026-04-24
Resolved queueWATCH
Survived first pass as a credible but unresolved earnings-reset setup. Net-cash, asset-light, cash-generative profile keeps it alive, but guidance withdrawal (£39m to £43m FY26 adj PBT) and no clean destination-profit bridge keep it below pitch quality until interim results de-risk the downside.
OTB.L2026-04-24
Document: 2026 04 24 decisionOTB.L
coverage-universe/companies/OTB.L/first-pass/2026-04-24_decision.md
MCCK2026-04-24
Resolved queueWATCH
Asset base is real, but minority-holder realizability is too weak under concentrated control and no hard catalyst. Earnings quality is also clouded by commodity-trading income, so this stays parked until valuation or governance conditions improve.
MCCK2026-04-24
Document: 2026 04 24 decisionMCCK
coverage-universe/companies/MCCK/first-pass/2026-04-24_decision.md

Recent funnel commits

Git history for the pipe itself
Process bounded VIC visible-card batch and track per-source daily cadence2026-04-28 · 76e6673
Re-sniff procedural Path B kills and reclassify ADP to WATCH2026-04-28 · 1c941ba
Enforce intake schema fields and reclassify valuation-only sniff names to WATCH2026-04-28 · 0668e83
Run Yellowbrick top-10 refresh pass with dedup and DEAD dispositions2026-04-28 · 5312df1
Resume stale funnel cursor and process Yellowbrick continuation slice2026-04-28 · b87a6f3
Run Yellowbrick continuation slice cards 11-20 with full DEAD dispositions2026-04-24 · 3a4c1b8
Run bounded Yellowbrick top-10 pass and log dedup-aware sniff outcomes2026-04-24 · afa7438
Run bounded Yellowbrick pass and log three DEAD intake outcomes2026-04-24 · 81bf7e5
Force 02826K first-pass decision to WATCH and reset resume cursor2026-04-24 · 4a79134
Run bounded VIC pass and promote 02826K to FIRST_PASS2026-04-24 · 601201c
Run bounded Yellowbrick scavenging pass and log BCBP intake decision2026-04-24 · 8c2f929
Force 5915.T first-pass decision to WATCH and clear queue2026-04-24 · 1b46f1a
Force MCCK first-pass decision to WATCH and advance queue2026-04-24 · a55d591
Force OTB first-pass decision to WATCH and update funnel state2026-04-24 · 378dd86
Force CAM.L first-pass decision2026-04-23 · 3ebcd23
Normalize intake states to canonical funnel2026-04-23 · 9021247
Clean up funnel state tracking2026-04-23 · 9609a36
Clean stale intake state wording2026-04-23 · 9260c51

Opportunity map

Click a name for the side pane, or open the full company page