Minot Light Capital

No bio for this author yet.

Returns

Returns are calculated from when the stock pitches are posted and are equally weighted across all of the bullish stock pitches.

Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium

Author Stock Pitches

Free users are limited to stock pitches that are more than 30 days old. Upgrade to Yellowbrick Premium to unlock the newest stock pitches. Upgrade to Yellowbrick Premium

Stock pitches

Browse Mode

Professional

[FUND LETTER] Minot Light Capital

Added to YB: 2025-01-16

Pitch date: 2025-01-15

DERM [bullish]

Journey Medical Corporation

+96.06%

current return

Author Info

No bio for this author

Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium

Company Info

Journey Medical Corporation focuses on the development and commercialization of pharmaceutical products for the treatment of dermatological conditions in the United States.

Market Cap

$107.4M

Pitch Price

$3.81

Price Target

20.00 (+168%)

Dividend

N/A

Sector

Pharmaceuticals

Minot Light Capital Portfolio Holding: Journey Medical Corporation

DERM: Specialty pharma co. w/ $55-60M sales from existing portfolio. FDA approval for Emrosi (Rosacea) Nov 2024, potential $150-200M sales vs $300M for Oracea. 70% GM, no added salesforce. Trough valuation $4/share, upside $20/share (3x $150M 2027 rev or 15x $1.25 EPS). Current price $4.30, $91M mkt cap.

Read full article (2 min)

Report error for this pitch

Share this pitch

Professional

[FUND LETTER] Minot Light Capital

Added to YB: 2025-01-16

Pitch date: 2025-01-15

MYTE [bullish]

MYT Netherlands Parent B.V.

+8.71%

current return

Author Info

No bio for this author

Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium

Company Info

MYT Netherlands Parent B.V., through its subsidiary, Mytheresa Group GmbH, operates a luxury e-commerce platform for fashion consumers in Germany, the United States, rest of Europe, and internationally.

Market Cap

$505.3M

Pitch Price

$7.58

Price Target

20.00 (+143%)

Dividend

N/A

Sector

Specialty Retail

Minot Light Capital Portfolio Holding: MYT Netherlands Parent B.V.

MYTE: Acquiring YNAP from Richemont, adding €1.2B GMV Net-a-Porter/Mr. Porter, €900M GMV Yoox/Outnet, €550M cash for 33% stake. Est. 2025 rev $2.2B, 2028 EBITDA $200M+. Trough valuation $6.50/share, upside $20+ by 2028. Current price $7.50, mkt cap $640M pre-close. Attractive risk/reward.

Read full article (2 min)

Report error for this pitch

Share this pitch