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About

👇 Start Here

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🧙‍♂️ Welcome | Our Hedge Fund
Lean, Focused, and Built to Scale
 • 
Alejandro Yela
13
🧙‍♂️ Welcome | The Hermit Way
The philosophy behind investing in small, high quality, underfollowed and well managed companies around the world
 • 
Alejandro Yela
🎧 The Hermitcast 🧙‍♂️
Sharing podcast contributions of The Hermit's author
 • 
Alejandro Yela
The latest from
Alejandro Yela
🧙‍♂️ LIVE: Inside the Hermit’s Workshop
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The Hermit
The Hermit
Insights into overlooked listed companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street

📈 Investment Thesis

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📈 BluMetric Environmental $BLM - Wealth & Water
A Comprehensive Investment Breakdown of a Water Tech Innovator
 • 
Alejandro Yela
4
📈 Limes Schloss Clinics $LIK - Deluxe Mental Healthcare
A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator
 • 
Alejandro Yela
📈 Century Casinos $CNTY - Stacking the Deck for Shareholders
A deep dive into the catalysts driving this overlooked gaming company forward after an intense CAPEX cycle
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Alejandro Yela
8
📈 Lazydays RV Holdings $GORV - Failing Market Duopoly
Mini deep-dive on the RV retailer's current predicament
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Alejandro Yela
2
📈 The Children's Place $PLCE - Fashion for the Future Generation
The rise, fall and rebirth of one of the leading brands in affordable trendy apparel for kids
 • 
Alejandro Yela
📈 Corticeira $COR - The World's ONLY Cork Manufacturer
A comprehensive financial walkthrough of the market leader in cork production, Corticeira Amorim $ELI:COR
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Alejandro Yela
3
Top posts
💼 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures
 • Alejandro Yela
8
💼 01/25: Catching Opportunities, Building Conviction & Lowball Wins
 • Alejandro Yela
📈 Century Casinos $CNTY - Stacking the Deck for Shareholders
 • Alejandro Yela
8
💼 02/25: The Smart Way to Sell a Company for 179% of What You Paid
 • Alejandro Yela
2
📝 Century Casinos $CNTY (#2) Q4 2024 Update
 • Alejandro Yela
1
🧙‍♂️ Join your fellow Hermits 🧙‍♂️

🧗 Our Investing Journey

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🧗 Herding Dreams or Frozen Nonsense? A Look at Reindeer Farming 🦌
OIJ (#31) Exploring a Niche Where Arctic Tradition Meets Capitalism 🇫🇮
 • 
Alejandro Yela
🧗 Losing Money in the Market? You’re Probably Doing These 10 Things
OIJ (#30) A 10-Step Guide to Breaking the Losing Streak
 • 
Alejandro Yela
4
🧗 Argentina’s Quiet Revolution: Dollarization, Discipline, and the Return of Trust
OIJ (#29) $400+ billion in hidden USD just got permission to play. How Milei is rewriting the rules of economic recovery
 • 
Alejandro Yela
7
🧗 Top 5 NEW Companies from Planet Microcap
OIJ (#28) Breaking Down a Few Standout Public Companies
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Alejandro Yela
2
🧗 Warren Buffett’s Alpha Engine: The Partnership Years
OIJ (#27) Compounding at 29.5% for Over a Decade: How Young Warren Buffett Quietly Built a Fortune Buying the Market’s Most Ignored Stocks
 • 
Alejandro Yela
🧗 Trump's Trade War Is Creating a Once-in-a-Lifetime Opportunities for Investors
OIJ (#26) Is the Selling Over? What SPY’s Volume Says
 • 
Alejandro Yela
1
🧗 Argentina’s Comeback Story: Real or Illusion? 🇦🇷📈
OIJ (#25) Breaking down Argentina’s Q4 2024 GDP growth and what it means for the future.
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Alejandro Yela
2
🧗 Wisdom from Li Lu: Insights from His Latest Lectures
OIJ (#24) [Full Lectures] Li Lu’s Latest Lessons on Investing, Markets, and Decision-Making
4
🧙‍♂️ Join the Hermit 🧙‍♂️
© 2025 Alejandro Yela
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