The Hermit

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📈 Investment Thesis

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📈 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
2
📈 Cardlytics $CDLX - The Ultimate Ad Platform
Reimagining the investment case for Cardlytics
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Alejandro Yela
3
The latest from
Alejandro Yela
🧗 OIJ (#13): Unnatural Monopolies
The Hermit
The Hermit
Unearthing 10x microcap investing ideas. On Tuesdays, 10:00 AM EST

💼 Hermit Portfolio

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💼 Hermit Portfolio 08/24: Massive Short Squeeze on the Horizon
Adding to a large position in anticipation of a short squeeze, and extended thoughts on crucial strategic changes within Cardlytics
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Alejandro Yela
2
💼 Hermit Portfolio 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
 • 
Alejandro Yela
💼 Hermit Portfolio 06/24: Origins
Detailed explanation of The Hermit Portfolio positions and construction
 • 
Alejandro Yela

🧗 Our Investing Journey

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🧗 OIJ (#13): Unnatural Monopolies
How market intervention helps create and sustain dominant players, and what real natural monopolies actually look like
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Alejandro Yela
1
🧗 OIJ (#12) A Perpetual Funnel of Investing Ideas
Manifesting an endless pipeline of ideas seems to be key in the world of financial. But how does this impact you?
 • 
Alejandro Yela
🧗 OIJ (#11) A Guide to Becoming Miserable ft. Wolfgang Amadeus Mozart
Discover the path to unhappiness: A step-by-step journey into Mozart's financial and emotional turmoil
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Alejandro Yela
🧗 OIJ (#10) The Lost Decade: Examining Japan's Economic Downturn of 1989-1991
Short essay exploring the bubble economy and its aftermath. Elements that led to the - so called - Lost Decade
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Alejandro Yela
2
🧗 OIJ (#9) Project Finance 101: The Ultimate Guide to Funding Your Next Big Idea!
Sharing my experience modeling funding schemes of large-scale projects, such as infrastructure, energy, or industrial project. BONUS case study at the…
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Alejandro Yela
4
🧗 OIJ (#8) 3 Investing-ish Books I Love
A review of Dear Chairman by Jeff Gram, Alchemy by Rory Sutherland, and Accounting for Growth by Terry Smith. Three low-key masterpieces
 • 
Alejandro Yela
2
Top posts
🎙️ Gismondi 1754 - Fireside Chat TRANSCRIPT, NOTES and INSIGHTS w/ Massimo Gismondi
 • Alejandro Yela
1
📈 Corticeira $COR - The World's ONLY Cork Manufacturer
 • Alejandro Yela
2
📈 The Children's Place $PLCE - Fashion for the Future Generation
 • Alejandro Yela
💼 Hermit Portfolio 08/24: Massive Short Squeeze on the Horizon
 • Alejandro Yela
2
📝 Limes Schloss Clinics $ETR:LIK (#2) Definitive H1 2024 Results
 • Alejandro Yela
Podcasts
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The Hermit Podcast
Gismondi 1754 - Jewelry Beyond Time: A Fireside Chat w/ Massimo Gismondi

🎙️ C-Suite Interviews

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🎙️ Gismondi 1754 - Fireside Chat TRANSCRIPT, NOTES and INSIGHTS w/ Massimo Gismondi
Exclusive insights into the legacy and future of luxury jewelry
 • 
Alejandro Yela
1
1:45:44
Gismondi 1754 - Jewelry Beyond Time: A Fireside Chat w/ Massimo Gismondi
Listen now | Friendly fireside chat with CEO Massimo Gismondi about Gismondi 1754, a high-end jewelry manufacturer listed in Milan
 • 
Alejandro Yela
3
31:39
Limes Schloss Clinics $LIK - The Prime Mental Healthcare Provider w/ Dr. Frank
Listen now | Friendly fireside chat with CEO Dr. Gert Frank about Limes Schloss Klinken, a Microcap listed in Xetra the "German Nasdaq" providing…
 • 
Alejandro Yela
2

📝 Company Updates

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📝 Limes Schloss Clinics $ETR:LIK (#2) Definitive H1 2024 Results
Assessing performance and profitability amid rapid growth (30%+ YoY)
 • 
Alejandro Yela
📝 Century Casinos $CNTY (#1) Rocky Gap Rises: The East Coast Casino Acquisition That’s Transforming Century Casinos
Q2 2024 update. 60% revenue surge! Rocky Gap Casino acquisition sparks growth, but what’s happening behind the scenes?
 • 
Alejandro Yela
📝 Cardlytics $CDLX (#10) Major Shake-up!
New CEO, Disappointing Earnings, and a Long-Term Vision Realignment
 • 
Alejandro Yela
📝 Coursera $COUR (#1) Robust Q2 2024 Financial Performance and AI Integration
15 New Certificates Launched, 250+ AI Courses Added, and 7 Million New Learners Registered
 • 
Alejandro Yela
📝 Gismondi $BIT:GIS (#1) Asian Markets Offset U.S. and European Sales Decline
Gismondi 1754 review of report published on July 23rd 2024 announcing H1 2024 preliminary results
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Alejandro Yela
📝 Limes Schloss Clinics $ETR:LIK (#1) Positive Business Performance in H1 2024
LIMES Schlosskliniken AG review of report published on July 18th 2024 announcing H1 2024 preliminary results
 • 
Alejandro Yela
📝 Cardlytics $CDLX (#9) MASSIVE DILUTION or regular housekeeping?
What happened with the new issue of convertible debt, cash management and financial engineering of Cardlytics
 • 
Alejandro Yela
📝 Cardlytics $CDLX (#8): Q4 2023 Earnings Call and Q1 Update
Cardlytics earnings call review and analysis
 • 
Alejandro Yela
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© 2024 Alejandro Yela
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