The Hermit

The Hermit

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The Hermit
The Hermit
💼 Feb/25 Interim Update: Bold Moves

💼 Feb/25 Interim Update: Bold Moves

We Couldn’t Keep This to Ourselves

Alejandro Yela's avatar
Alejandro Yela
Feb 12, 2025
∙ Paid
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The Hermit
The Hermit
💼 Feb/25 Interim Update: Bold Moves
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Welcome back dear fellow 🧙‍♂️ Hermits 👋

Want more context? Track the journey so far:

💼 The Hermit Portfolio: January (previous) Update

Briefing

📢 Special Edition Alert! 📢

Consider this an extraordinary edition of 💼 The Hermit Portfolio (THP)!

We’ve made a substantially larger-than-usual number of changes in the portfolio, and you deserve to be the first to know.

📰 This is a quick 5-minute update packed with valuable insights into our latest acquisitions. The February portfolio update will include a full thesis on each new holding.

Our regularly scheduled post will appear next Tuesday. It will feature an extended (30-40 min) deep dive into our thesis on Limes Schloss Kliniken ($LIK) 🏥. Expect a detailed analysis of the business model, competitive advantages, financials, valuation, and key catalysts driving future growth.

A cartoon-style illustration of a sneaky hermit character. The hermit is a small, robed figure with a hood partially covering its face, revealing only mischievous glowing eyes. It is tiptoeing with a sly grin, holding a small treasure chest or a stock portfolio scroll. The background is a dark forest or a mysterious cave, adding to the secretive vibe. The overall tone is playful and slightly mysterious.

Please note that this portfolio faithfully reflects the author’s personal seven-figure investment portfolio.

This publication is confidential and intended solely for the use of the person or entity to whom it is given or sent. It may not be reproduced, distributed, or transmitted without the author's prior written consent. By accepting to receive the full post as a 🧙‍♂️ Hermit Premium member, the recipient agrees to be bound by the foregoing limitations.

None of the following should be construed as investment advice. Please consult a financial advisor before making any investment decision. You will find a full disclaimer at the end of this post.

📊 Portfolio Overview

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