Archive - The Hermit

🧗 OIJ (#26)Trump's Trade War Is Creating a Once-in-a-Lifetime Opportunities for Investors

Is the Selling Over? What SPY’s Volume Says

Apr 15 •

🧙‍♂️ Welcome | Our Hedge Fund

Lean, Focused, and Built to Scale

Apr 8 •

💼 THP Apr/25 Interim Update: Reciprocal Tariffs

Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness

Apr 5 •

💼 THP 03/25: A Game-Changing Find + Q1 Breakdown

At Last - We Found an Exceptionally Well-Run Company that's Incredibly Mispriced

Apr 1 •

March 2025

📈 BluMetric Environmental $BLM - Wealth & Water

A Comprehensive Investment Breakdown of a Water Tech Innovator

Mar 25 •

🧗 OIJ (#25) Argentina’s Comeback Story: Real or Illusion? 🇦🇷📈

Breaking down Argentina’s Q4 2024 GDP growth and what it means for the future.

Mar 20 •

📝 Century Casinos $CNTY (#2) Q4 2024 Update

From Shareholder Frustration to Financial Conviction: What the Numbers Say

Mar 18 •

📝 Cardlytics $CDLX (#12) Q4 2024 Update

Turnaround Strategy, Competitive Pressures, Growth Shifts, Taiwan & Dosh Shutdown, Key Financials and What to Watch

Mar 14 •

🧗 OIJ (#24) Wisdom from Li Lu: Insights from His Latest Lectures

[Full Lectures] Li Lu’s Latest Lessons on Investing, Markets, and Decision-Making

Mar 11

🧙‍♂️ Welcome | Beginner's Guide

Your First Steps on the Hermit’s Path

Mar 9 •

💼 THP 02/25: The Smart Way to Sell a Company for 179% of What You Paid

Three Exits, Nine New Buys. A Bold Portfolio Transformation

Mar 4 •

February 2025

📈 Limes Schloss Clinics $LIK - Deluxe Mental Healthcare

A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator

Feb 25 •

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