HistoryLatest2026-04-30 10:07:352026-04-29 17:10:522026-04-28 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 18:10:42
Coverage universe

Pipeline console

Point-in-time view, movement history, and click-through thesis buildout from the canonical markdown files.
Updated 2026-04-30 10:07:35
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
111
NEW_OPPORTUNITY: 45, WATCH: 24, DEAD: 42
Live queue
0
No active queue rows yet
Intake
107
WATCH: 20, DEAD: 35, Source article: https://javiergonzalezramos.substack.com/p/como-se-beneficia-eqr-de-un-gasto?utm_source=yellowbrick: 1, Source article: https://x.com/coffeestocksguy/status/2047341568084811897?utm_source=yellowbrick: 1, Source article: https://nikhs.substack.com/p/ge-vernova-q1-2026-the-window-and?utm_source=yellowbrick: 1, Source article: https://rochecapital.substack.com/p/172-gfl-environmental-consolidar?utm_source=yellowbrick: 1, Source article: https://www.valueinvestorsclub.com/idea/CELLEBRITE_DI_LTD/1480306613?utm_source=yellowbrick: 1, Source article: https://cayucoscapital.substack.com/p/carl-zeiss-meditec-czmwy?utm_source=yellowbrick: 1, Source article: https://www.valueinvestorsclub.com/idea/DIVERSIFIED_HEALTHCARE_TRUST/4934547867?utm_source=yellowbrick: 1, Source article: https://www.valueinvestorsclub.com/idea/DICKS_SPORTING_GOODS_INC/9290008338?utm_source=yellowbrick: 1, Source article: https://grilloinsights.substack.com/p/from-perfect-compounder-to-a-company?utm_source=yellowbrick: 1, Source article: https://www.valueinvestorsclub.com/idea/FUTUREFUEL_CORP/2153712667?utm_source=yellowbrick: 1, Source article: https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/69e7df75c4eb2227aec7e98e/1776803701732/Q1+2026+Letter.pdf?utm_source=yellowbrick: 1, Source article: https://1trueinvesting.substack.com/p/fresnillo-plc-lonfres-part-1?utm_source=yellowbrick: 1, Source article: https://www.valueinvestorsclub.com/idea/APPLOVIN_CORP/9127676639?utm_source=yellowbrick: 1, Source article: https://www.valueinvestorsclub.com/idea/ARES_MANAGEMENT_CORP/6624016778?utm_source=yellowbrick: 1, Source article: https://www.nightviewcapital.com/q1-2026-investor-letter/?_hsenc=p2ANqtz--ccYkupanhWC3LQ7VOznXcrlCGCwdCin5zI3Nwvvj24FQeWrzsi0JGlTpSnlG5-GWaCcoO12SJqKzK-NcnFquuOKjDuKQBzgbBGvAXi2CqZ4klHBU&_hsmi=27449634&utm_source=yellowbrick: 2, Source article: https://mattlindsay.substack.com/p/watchlist-radar-week-17?utm_source=yellowbrick: 1, Source article: https://www.yetanothervalueblog.com/p/corporate-dark-arts-one-bizarre-case?utm_source=yellowbrick: 1, Source article: https://angsanaanderson.substack.com/p/chagee-profits-attract-competition?utm_source=yellowbrick: 1, Source article: https://x.com/hiroki1379/status/2046790988891652115?utm_source=yellowbrick: 1, Source article: https://x.com/latent_value7/status/2046654179830063605?utm_source=yellowbrick: 1, Source snippet from VIC visible card (90-day delayed layer). Idea URL: https://www.valueinvestorsclub.com/idea/CORBUS_PHARMACEUTICALS_HLDGS/0850861201: 1, Idea URL: https://www.valueinvestorsclub.com/idea/Samsung_CT_Pref/2911338984: 1, Idea URL: https://www.valueinvestorsclub.com/idea/ZION_OIL_andamp%3B_GAS_INC/7296835542: 1, Idea URL: https://www.valueinvestorsclub.com/idea/CAB_Payments/8163202021: 1, Bounded Path A pass on Yellowbrick recent (top visible cards, 2026-04-24 feed). Full article link: https://dirtcheapbanks.substack.com/p/the-thesis-is-working-bcbp-just-posted?utm_source=yellowbrick: 1, : 26
New intake today
0
Date: 2026-04-30
Movement events
120
Derived from intake, queue, pitch, and research artifacts

Core funnel by stage

Collapsed to the only stages that really matter
NEW OPPORTUNITY45
002380.SZ · Nanjing Sciyon Wisdom Technology Group Co., Ltd.
No summary yet
300595.SZ · Autek China Inc.
No summary yet
3103.T · Unitika Ltd.
No summary yet
3793.T · Drecom Co.,Ltd.
No summary yet
3836.T · Avant Group Corporation
No summary yet
4194.T · Visional, Inc.
No summary yet
6158.T · Waida Mfg. Co.,Ltd.
2026-10-24
6706.TW · Fittech Co., Ltd.
2027-04-24
8697.T · Japan Exchange Group, Inc.
No summary yet
AAGIY · AIA Group Ltd
No summary yet
ABT · Abbott Laboratories
No summary yet
ADSK · Autodesk, Inc.
2026-10-24
ALGT · Allegiant Travel Company
No summary yet
AMKR · Amkor Technology, Inc.
No summary yet
APP · AppLovin Corporation
2026-10-24
ARES · Ares Management Corporation
2026-10-24
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
CABP · CAB Payments Holdings plc
2026-10-24
CAG · Conagra Brands, Inc.
2026-10-24
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
CZMWY · Carl Zeiss Meditec AG
2026-10-24
DHC · Diversified Healthcare Trust
2027-04-24
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
KMB / KVUE · Kimberly-Clark / Kenvue merger
No summary yet
MRP · Millrose Properties Inc.
No summary yet
PRDO · Perdoceo Education
No summary yet
WMS · Advanced Drainage Systems
No summary yet
WOOD basket · North American wood products
No summary yet
ZNOG · Zion Oil & Gas, Inc.
2027-04-24
FIRST PASS0
Nothing here.
WATCH24
02826K · Samsung C&T Pref
Credible holdco-discount lead, but rights/structure realizability and catalyst path are not yet strong enough for pitch promotion.
3104 JP · Fujibo Holdings, Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/FUJIBO_HOLDINGS_INC/6145316495
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.
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.
ADW-A.TO · Andrew Peller Limited
Source article: https://www.joinyellowbrick.com/recent
ALSN · Allison Transmission Holdings, Inc.
Source article: https://parttimecompounder.substack.com/p/a-quiet-market-leader-and-buyback?utm_source=yellowbrick
AMZN · Amazon.com, Inc.
Path B re-sniff: cross-manager disagreement but business quality is clear; valuation remains the gating issue for this funnel.
BCO · The Brink's Company
Source article: https://alexfeng.substack.com/p/rome-capital-2025-annual-report?utm_source=yellowbrick
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.
CDW · CDW Corporation
Idea URL: https://www.valueinvestorsclub.com/idea/CDW_CORP/0792942146
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.
DHR · Danaher Corporation
Source article: https://www.bestanchorstocks.com/p/constructive-but-not-there-yet?utm_source=yellowbrick
GRC · The Gorman-Rupp Company
Source article: https://www.from100kto1m.com/p/four-companies-to-add-to-your-watchlist?utm_source=yellowbrick
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.
MTO:LSE · Mitie Group Plc
Idea URL: https://www.valueinvestorsclub.com/idea/MITIE_GROUP_PLC/9064579741
NATU3 BZ · Natura Cosmeticos SA
Idea URL: https://www.valueinvestorsclub.com/idea/NATURA_COSMETICOS_SA/8127960854
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…
PGEL.NS · PG Electroplast Ltd
Idea URL: https://www.valueinvestorsclub.com/idea/PG_Electroplast_Ltd/8000356570
TGO. · TeraGo Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/TERAGO_INC/7521871122
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.
FULL PITCH
Nothing here.
DEAD42
000660.KS · SK hynix Inc.
Source article: https://martinbradstreet.substack.com/p/are-you-a-memory_man?utm_source=yellowbrick
2476.HK · Victory Giant Technology (HuiZhou) Co.,Ltd
Source article: https://www.joinyellowbrick.com/recent
277810.KQ · Rainbow Robotics Co.,Ltd.
Source article: https://x.com/CoffeeStocksGuy/status/2049158249417478378?utm_source=yellowbrick
5DD.SI · Micro-Mechanics (Holdings) Ltd.
Source article: https://angsanaanderson.substack.com/p/micro-mechanics-after-a-97-rally?utm_source=yellowbrick
6952.T · Casio Computer Co.,Ltd.
Source article: https://www.joinyellowbrick.com/recent
6999.T · KOA Corporation
Source article: https://www.joinyellowbrick.com/recent
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…
8923.T · Tosei Corporation
Source article: https://japaneseipo.substack.com/p/tosei-corp-8923-reuse-theme-the-pe?utm_source=yellowbrick
AAK.ST · AAK AB (publ.)
Source article: https://www.joinyellowbrick.com/recent
ABDN.L · Aberdeen Group Plc
Source article: https://www.joinyellowbrick.com/recent
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
AFRM · Affirm Holdings, Inc.
Source article: https://bobhammel.substack.com/p/affirm-better-but-is-it-good?utm_source=yellowbrick
AIP · Arteris, Inc.
Source article: https://www.joinyellowbrick.com/recent
AKAM · Akamai Technologies, Inc.
Source article: https://x.com/cdmcapital/status/2048777713104670807?utm_source=yellowbrick
ALHAF.PA · Haffner Energy S.A.
Source article: https://elpistolleroinvest.substack.com/p/comprendre-haffner-energy-entre-promesse?utm_source=yellowbrick
ALLY · Ally Financial Inc.
Triggered by Berkshire new position (~0.21%); still fails structural moat bar for this funnel.
AMD · Advanced Micro Devices, Inc.
Source article: https://theprivatepublicinvestor.substack.com/p/amd-mile-6-of-the-marathon?utm_source=yellowbrick
AMPG · AmpliTech Group, Inc.
Source article: https://www.joinyellowbrick.com/recent
AMRC · Ameresco, Inc.
Source article: https://www.joinyellowbrick.com/recent
APA · APA Corporation
Source article: https://imonkey-files.s3-us-west-1.amazonaws.com/1Q26-HW-LC-Fundamental-Value-Fund-Commentary.pdf?utm_source=yellowbrick
APR.WA · Auto Partner SA
Source article: https://gekkocapital.substack.com/p/resultados-auto-partner-2025?utm_source=yellowbrick
ARX · Accelerant Holdings
Idea URL: https://www.valueinvestorsclub.com/idea/ACCELERANT_HOLDINGS/8563366931
ATOM · Atomera Incorporated
Source article: https://x.com/thevalueist/status/2047763607153426838?utm_source=yellowbrick
BABA · Alibaba Group Holding Limited
Source article: https://agoninvestments.substack.com/p/alibaba-long-thesis-asymmetric-upside?utm_source=yellowbrick
BE · Bloom Energy Corporation
Source article: https://melifinance.substack.com/p/bloom-energy-inc-this-time-is-different?utm_source=yellowbrick
BKNG · Booking Holdings Inc.
Source article: https://imonkey-files.s3-us-west-1.amazonaws.com/2026-First-Quarter-Wedgewood-Partners-Client-Letter-Dire-Straits-1.pdf?utm_source=yellowbrick
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…
CG · Carlyle Group Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/CARLYLE_GROUP_INC/3459030895
CPNG · Coupang, Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/Coupang/4129635196
GLASF · Glass House Brands Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/GLASS_HOUSE_BRANDS_INC/8825378188
HPE · Hewlett Packard Enterprise Co.
Idea URL: https://www.valueinvestorsclub.com/idea/HEWLETT_PACKARD_ENTERPRISE/4274270551
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
MONRF · Moncler S.p.A.
Idea URL: https://www.valueinvestorsclub.com/idea/MONCLER_SPA/2601704144
NHC · National HealthCare Corporation
Idea URL: https://www.valueinvestorsclub.com/idea/NATIONAL_HEALTHCARE_CORP/0257011010
NOW · ServiceNow, Inc.
Idea URL: https://www.valueinvestorsclub.com/idea/SERVICENOW_INC/9729085962
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…
PSLV / CEF · Sprott Physical Silver Trust / Central Fund of Canada
Idea URL: https://www.valueinvestorsclub.com/idea/SPROTT_PHYSICAL_SILVER_TRUST/1885199800
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…
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…

Recent movement

In, out, promoted, rejected, parked, documented
PSLV / CEF2026-04-30
IntakeDEAD
Closed-end precious-metals discount mechanics can occasionally create a weird special-situation setup.
PGEL.NS2026-04-30
IntakeWATCH
Indian contract-manufacturing scale-up stories can occasionally hide a misunderstood local champion before the market catches up.
NOW2026-04-30
IntakeDEAD
Best-in-class software quality franchises only matter here when the market gifts a true broken-expectations entry.
MTO:LSE2026-04-30
IntakeWATCH
UK facilities-management rollup with service stickiness and visible compounding language can sometimes hide a boring-quality mispricing.
GLASF2026-04-30
IntakeDEAD
Cannabis asset stories can look optically asymmetric when sentiment is destroyed and hard assets appear cheap.
CPNG2026-04-30
IntakeDEAD
Dominant Korean commerce platform with real logistics edge can matter if sentiment creates an actual IRR gap.
BKNG2026-04-30
IntakeDEAD
Temporary AI-loser and geopolitical wobble in a dominant travel platform can occasionally create a quality-compounder reset worth preserving.
BE2026-04-30
IntakeDEAD
Hype-cycle collapse plus power-demand enthusiasm can occasionally surface a misunderstood infrastructure asset.
BCO2026-04-30
IntakeWATCH
Deal-driven leverage scare around the NATL acquisition creates the shape of a real special-situation dislocation with visible synergy logic.
BABA2026-04-30
IntakeDEAD
China mega-cap with cloud and AI optionality can matter if macro fear creates a genuine valuation disconnect.
APA2026-04-30
IntakeDEAD
Low visible multiples and basis-spread cash generation can occasionally hide a real energy mispricing.
ALHAF.PA2026-04-30
IntakeDEAD
Tiny-cap industrialization story with pipeline optionality can occasionally mask a genuine hidden-value setup.
AKAM2026-04-30
IntakeDEAD
AI-inference-at-the-edge framing on a real network franchise can matter if the market is underestimating the monetization path.
AFRM2026-04-30
IntakeDEAD
Consumer-fintech selloffs can occasionally create an overdone de-rating if credit fears swamp real unit economics.
277810.KQ2026-04-30
IntakeDEAD
Samsung adjacency and robotics platform language can sometimes hide real strategic value before profitability arrives.
000660.KS2026-04-30
IntakeDEAD
HBM leadership plus a capital-returns angle can matter if the market is still misreading memory as commodity-only.
MONRF2026-04-29
IntakeDEAD
High-quality luxury brand with expanding moat language can matter if sentiment cracks hard enough.
HPE2026-04-29
IntakeDEAD
Post-deal complexity around Juniper can sometimes create a misunderstood cash-flow setup in mature tech.
CG2026-04-29
IntakeDEAD
Cheapest-alts framing plus realization-cycle recovery can sometimes surface a real valuation gap in asset managers.
ARX2026-04-29
IntakeDEAD
IPO-era specialty-insurance marketplace skepticism can occasionally surface a real broken-model short.
AMRC2026-04-29
IntakeDEAD
Forensic short framing around working-capital quality could have signaled a real economic mismatch.
AMPG2026-04-29
IntakeDEAD
Tiny RF/defense-telecom optionality stories can look asymmetric when backlog rhetoric gets loud.
AIP2026-04-29
IntakeDEAD
Semiconductor IP platforms can occasionally misprice when profitability is about to inflect.
ADW-A.TO2026-04-29
IntakeWATCH
Real-estate backing, family/governance change, and explicit asset-sale optionality make this the one card in the slice with actual lane-2 shape.

Recent funnel commits

Git history for the pipe itself
Log 2026-04-30 VIC bounded pass2026-04-30 · c433d6b
Run 2026-04-30 Yellowbrick bounded pass2026-04-30 · 2e98857
Log 2026-04-29 VIC bounded pass2026-04-29 · dcb785a
Run 2026-04-29 Yellowbrick bounded pass2026-04-29 · 5041b92
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

Opportunity map

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