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💼 The Hermit Portfolio

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💼 THP 10/24: Cardlytics' Incoming Mega Catalyst
Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth
 • 
Alejandro Yela
7
💼 THP 09/24: From -22.9% to +123.0% [Q3 Review]
In Microcaps, One Winning Position Can Change Everything
 • 
Alejandro Yela
2
💼 THP 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
 • 
Alejandro Yela
2
The latest from
Alejandro Yela
🧗 OIJ (#19) $874,000 in Investment Watchlists: What's on our Radar?
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The Hermit
Unearthing 10x Investing Ideas. On Tuesdays, 10:00 AM ET

📈 Investment Thesis

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📈 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
 • 
Alejandro Yela
2
📈 Cardlytics $CDLX - The Ultimate Ad Platform
Reimagining the investment case for Cardlytics
 • 
Alejandro Yela
3

🧗 Our Investing Journey

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🧗 OIJ (#19) $874,000 in Investment Watchlists: What's on our Radar?
Professor Yela will give you some homework this week... and a crap load of useful data on company selection and ranking
 • 
Alejandro Yela
6
🧗 OIJ (#18) Valencia: A Tale of Hope and Heartache
Our take on the devastating natural disaster affecting the region of Valencia
 • 
Alejandro Yela
1
🧗 OIJ (#17) The Wild World of Crypto Protocols
From Proof-of-Work to Stake, exploring the terminology behind it all
 • 
Alejandro Yela
5
🧗 OIJ (#16) A Guide to Evaluating Capital Structures ft. $PLCE
A full guide on how to evaluate the capital structure of a company
 • 
Alejandro Yela
2
🧗 OIJ (#15) One Moat to Rule Them All
Defending the Castle: Understanding Company Moats and Their Role in Long-Term Growth
 • 
Alejandro Yela
2
🧗 OIJ (#14) Navigating Leadership: Theories, Examples, and Modern Corporate Challenges
A deep dive into leadership practices and their organizational effects
 • 
Alejandro Yela
2
Top posts
🧗 OIJ (#16) A Guide to Evaluating Capital Structures ft. $PLCE
 • Alejandro Yela
2
🎙️ Gismondi 1754 - Fireside Chat TRANSCRIPT, NOTES and INSIGHTS w/ Massimo Gismondi
 • Alejandro Yela
1
📈 The Children's Place $PLCE - Fashion for the Future Generation
 • Alejandro Yela
📈 Corticeira $COR - The World's ONLY Cork Manufacturer
 • Alejandro Yela
2
💼 THP 08/24: Massive Short Squeeze on the Horizon
 • Alejandro Yela
2
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
 • 
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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