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$alq
03/25: A Game-Changing Find + Q1 Breakdown
We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1, 2025
•
Alejandro Yela
29
5
12
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, 2025
•
Alejandro Yela
30
2
17
Feb/25 Interim Update: Bold Moves
We Couldn’t Keep This to Ourselves
Feb 12, 2025
•
Alejandro Yela
14
7
01/25: Catching Opportunities, Building Conviction & Lowball Wins
Why Patience and Automated Purchase Offers Landed Us Crazy Prices for Existing and New Positions
Feb 4, 2025
•
Alejandro Yela
26
14
💼 11/24: New Holdings, New Beginnings +52.90%
Portfolio Review including a new position reveal and mini thesis you need to see
Dec 3, 2024
•
Alejandro Yela
23
2
13
💼 THP 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
Aug 2, 2024
•
Alejandro Yela
20
8
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