Archive - The Hermit

🧗 OIJ (#13): Unnatural Monopolies

How market intervention helps create and sustain dominant players, and what real natural monopolies actually look like

Sep 17 •

📈 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

Sep 11 •

🧗 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?

Sep 10 •

💼 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

Sep 3 •

📝 Limes Schloss Clinics $ETR:LIK (#2) Definitive H1 2024 Results

Assessing performance and profitability amid rapid growth (30%+ YoY)

Sep 3 •

August 2024

🧗 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

Aug 27 •

🎙️ Gismondi 1754 - Fireside Chat TRANSCRIPT, NOTES and INSIGHTS w/ Massimo Gismondi

Exclusive insights into the legacy and future of luxury jewelry

Aug 23 •

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

Aug 20 •

1:45:44

🧗 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

Aug 13 •

📝 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?

Aug 11 •

📝 Cardlytics $CDLX (#10) Major Shake-up!

New CEO, Disappointing Earnings, and a Long-Term Vision Realignment

Aug 8 •

🧙‍♂️ The Hermit Way

The philosophy behind investing in small, high quality, underfollowed and well managed companies around the world

Aug 6 •

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