Issue 2: Yield + Event Pitches

13 Yield + Events Pitches Curated from Across Substack

Jun 27, 2025

Welcome to this week’s Yield + Event Stock Pitch Issue from PitchStack! 💼

Our team analysed 13 Yield + Event Pitches from Substack’s top finance publications, covering Dividend, Turnaround and Catalyst plays.

🧐 Curious about a pitch? Click the Company Name to read the full investment idea.

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Xpel (NASDAQ: XPEL) — Ltir

🇺🇸 | $ 999.25 M | Cons. Disc. | 49% from Low

XPEL manufactures and sells after-market automotive products, including paint protection films and window films. In Q1 2025, XPEL's revenue in China surged by 459%. The company's overall revenue increased by 15.2%, with net income rising 28% to $8.6 million, reflecting strong growth potential. Additionally, XPEL's strategic expansion in dealership services aims to capture a larger market share, leveraging its premium brand and customer loyalty to drive long-term success and shareholder value.

Elektroimportøren (OSL: ELIMP.OL) — Nordic Opportunities

🇪🇺 | $ 74.41 M | Cons. Disc. | 6% off High

Elektroimportøren sells electrical installation products to private and professional customers in Norway. Its gross margin is expected to rise to over 36% by 2026, outperforming industry averages by 5-8 percentage points. Trading at NOK15 per share, the company is valued at 10.5x 2025E EV/EBIT, decreasing to 8.5x in 2026E, suggesting a 20-30% upside. Elektroimportøren's omnichannel strategy, with extended store hours and a robust online presence, enhances customer convenience and loyalty, distinguishing it from traditional wholesalers.

Weight Watchers (NASDAQ: WW) — Acid Investments

🇺🇸 | $ 20.04 M | Cons. Disc. | NEAR LOW

WW International, provides weight management products and services worldwide. The company has significantly reduced its debt, now holding $465 million against $236 million in cash, cutting annual interest expenses by $50 million. Its clinical business is thriving, with subscription revenue up 57% year-over-year, indicating a shift towards a high-margin, recurring revenue model. Strategic partnerships with pharmaceutical giants like Eli Lilly position WW International well in the expanding weight-loss medication market, enhancing its competitive edge and long-term profitability potential.

Close the Loop (ASX: CLG.AX) — Eric From The Netherlands

🇦🇺 | $ 7.24 M | Industrials | NEAR LOW

Close the Loop engages in the collection and recycling of imaging consumables and related activities. The company's packaging division achieved a 11% sales growth, driven by onboarding larger global clients, highlighting its strong market position. With a normalized profit of 22 million AUD against an enterprise value of 63.8 million AUD, it presents a compelling undervaluation. Additionally, its strategic partnership with HP aligns with the growing demand for sustainable solutions, positioning Close the Loop for future growth in the circular economy.

Lifecore Biomedical (NASDAQ: LFCR) — Alt Cap X

🇺🇸 | $ 273.62 M | Healthcare | 8% off High

Lifecore Biomedical, operates as an integrated contract development and manufacturing organisation in the U.S. and internationally. Its unique position as the only standalone public CDMO in the U.S. makes it an attractive acquisition target in a sector drawing significant private equity interest. The new management team, with incentives tied to stock performance, aligns closely with shareholder interests. Additionally, its strategic expansion in the $10 billion injectable CDMO market, growing at a 10% CAGR, positions Lifecore to benefit from rising demand and revenue opportunities.

Carvana (NYSE: CVNA) — Indra Stocks

🇺🇸 | $ 68.54 B | Cons. Disc. | 9% off High

Carvana operates an e-commerce platform for buying and selling used cars in the United States. In 2024, Carvana demonstrated a remarkable financial turnaround with a 33.1% increase in retail units sold and a 26.9% rise in total revenue, reaching $13.67 billion. The company's gross profit per unit surged to $6,908, showcasing significant margin expansion through operational efficiencies. Carvana's "Purpose-Built Vertically Integrated E-commerce Platform" offers a cost advantage over traditional dealers, positioning it as a disruptive force in the fragmented U.S. used car market.

LendInvest (LSE: LINV) — The Oak Bloke

🇬🇧 | $ 74.17 M | Finance | NEAR HIGH 🤑

LendInvest operates as a property finance asset manager in the United Kingdom. The company's Assets under Management grew from £2.8 billion to £2.95 billion, and Funds under Management increased from £4.1 billion to £4.7 billion by September 2024. Its market share in the UK buy-to-let market has nearly doubled, capturing 1.5% of the £32 billion market, indicating a strengthening position. Additionally, strategic funding partnerships with Societe Generale and BNP Paribas enhance financial flexibility, supporting increased lending activities and sustained growth.

Alien Metals (LSE: UFO) — The Oak Bloke

🇬🇧 | $ 9.91 M | Commodities | 21% from Low

Alien Metals engages in the acquisition and development of mineral resource assets. With a broker target valuation of £141 million compared to its current market cap of £8.8 million, the company presents a potential 15-fold increase in value, offering substantial upside. The Hancock project, with 8.4 million tonnes of high-grade iron ore, targets medium-term production of 1.25 million tonnes annually. Additionally, 25% of management's remuneration in shares aligns their interests with shareholders, fostering strategic decisions that enhance long-term performance.

Focusrite (LSE: TUNE) — Deep Value Capital By Kyler

🇬🇧 | $ 136.67 M | Cons. Disc. | 16% from Low

Focusrite develops and markets hardware and software products for audio professionals and amateur musicians globally. Trading at approximately 4x free cash flow, significantly below its historical average of 28x, Focusrite offers substantial upside potential as free cash flow margins normalise. Projected revenue growth from £162.5M to £188M by mid-2028, alongside a 15% free cash flow margin, suggests a market cap of £423M, potentially quadrupling current levels. Renowned for high-quality audio interfaces, Focusrite is well positioned to capture demand from the expanding creator economy, enhancing its long-term growth prospects.

Sterlite Technologies (NSE: STLTECH) — Karanshah 137

🇮🇳 | $ 571.85 M | Tech | 44% from Low

Sterlite Technologies manufactures and sells connectivity and network solutions in India and internationally. The company reported a 25% year-over-year revenue increase in Q4 FY25, reaching ₹1,052 crore, with an improved EBITDA margin of 13.8%, showcasing its robust financial health. Its optical connectivity attach rate rose from 13% to 22% in FY25, reflecting a successful shift to high-return solutions. The strategic demerger of its Global Services arm enables a sharper focus on high-margin optical solutions, potentially enhancing execution and shareholder value in a competitive market.

EVI Industries (AMEX: EVI) — Andvari

🇺🇸 | $ 242.80 M | Industrials | 13% off High

EVI Industries distributes and leases commercial laundry and dry cleaning equipment globally. The company has achieved remarkable financial growth from 2016 to 2024, with revenue per share soaring by 422% and free cash flow per share by 927%. The $43 million acquisition of Girbau North America, with $75 million in revenues, enhances EVI's market presence and revenue streams. Led by Henry Nahmad, whose "buy and build" strategy echoes Watsco's success, EVI is well positioned for sustained growth and profitability.

Zedge (AMEX: ZDGE) — Te Nichols 94

🇺🇸 | $ 52.30 M | Comm. Services | 9% off High

Zedge operates a digital publishing and content platform worldwide, allowing users to personalise mobile devices. With a robust cash reserve of $20.4 million and no debt, Zedge is strategically positioned to enhance shareholder value through initiatives like share buybacks and restructuring. Its $5 million share buyback program, with $3.78 million remaining, underscores a commitment to returning value to shareholders. Additionally, the restructuring of GuruShots aims for $2-3 million in annual savings by 2025, potentially improving the company's financial performance and investor appeal.

Carnarvon Energy (ASX: CVN.AX) — Triples Investing

🇦🇺 | $ 133.44 M | Energy | 14% from Low

Carnarvon Energy explores, develops, and produces oil and gas in Australia. The company's financial strength is underscored by A$186 million in cash and no debt, offering significant downside protection and stability. Its 10% interest in the Dorado and Pavo fields, with over 200 million barrels of oil and condensate, promises substantial profitability with expected net production of 6,000 barrels per day at low operating costs. Additionally, a potential takeover of Santos could accelerate Dorado's development, unlocking value and enhancing growth prospects for shareholders.