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💼 06/25: Crude Thinking 🛢️
Before the oil & gas deep dive, a look inward: five key shifts behind our evolving portfolio strategy w/ a thorough quarterly review
Jul 1
•
Alejandro Yela
28
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The Hermit
💼 06/25: Crude Thinking 🛢️
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1
June 2025
Valuation Masterclass
A recording from Alejandro Yela's live video
Jun 23
•
Alejandro Yela
18
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The Hermit
Valuation Masterclass
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1
1:44:45
🧙♂️ LIVE: Inside the Hermit’s Workshop
Valuation, Activism & How to Actually Unlock Value. Plus Live Q&A.
Jun 20
•
Alejandro Yela
12
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The Hermit
🧙♂️ LIVE: Inside the Hermit’s Workshop
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1
🧗 Herding Dreams or Frozen Nonsense? A Look at Reindeer Farming 🦌
OIJ (#31) Exploring a Niche Where Arctic Tradition Meets Capitalism 🇫🇮
Jun 17
•
Alejandro Yela
31
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The Hermit
🧗 Herding Dreams or Frozen Nonsense? A Look at Reindeer Farming 🦌
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🧙♂️ Three Paths Forward: Cardlytics, New Tiers, and a Valuation Masterclass
Pick your tier. Join the workshop. Read what the shorts might be missing
Jun 12
•
Alejandro Yela
15
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The Hermit
🧙♂️ Three Paths Forward: Cardlytics, New Tiers, and a Valuation Masterclass
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4
🧗 Losing Money in the Market? You’re Probably Doing These 10 Things
OIJ (#30) A 10-Step Guide to Breaking the Losing Streak
Jun 10
•
Alejandro Yela
29
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🧗 Losing Money in the Market? You’re Probably Doing These 10 Things
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4
💼 05/25: Initiating Coverage on 10 New Names
With 91.3% in the Green, Time to Scout the Next Winners
Jun 2
•
Alejandro Yela
26
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💼 05/25: Initiating Coverage on 10 New Names
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May 2025
📝 Century Casinos $CNTY (#3) Primary Research
On-site honest 26-min review of a few casinos we visited
May 29
•
Alejandro Yela
28
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📝 Century Casinos $CNTY (#3) Primary Research
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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
May 26
•
Alejandro Yela
33
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🧗 Argentina’s Quiet Revolution: Dollarization, Discipline, and the Return of Trust
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7
💼 May/25 Interim Update: Annualized +819.06%
How We Bounced Back with a +47.12% Return From May 1st to May 21st
May 21
•
Alejandro Yela
13
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💼 May/25 Interim Update: Annualized +819.06%
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3
🧗 Top 5 NEW Companies from Planet Microcap
OIJ (#28) Breaking Down a Few Standout Public Companies
May 20
•
Alejandro Yela
33
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🧗 Top 5 NEW Companies from Planet Microcap
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4
💼 04/25: Navigating Volatility for Long-Term Gains
A great example of how volatility can work in favor of public company investors
May 6
•
Alejandro Yela
26
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💼 04/25: Navigating Volatility for Long-Term Gains
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