$asg

01/26: Navigating the Precious Metals Surge

Portfolio Update. How manufacturing expansion and energy price floors are shaping our strategy for 2026.

Feb 4 • Alejandro Yela

Aurora Spine Corp. $ASG – Breakthrough in Spinal Surgery

Conviction Bet on the Next Wave of Minimally Invasive Surgery

Jan 25 • Alejandro Yela

12/25: Why We Just Bought 1%+ of This Small-Cap

Portfolio Update. Downloadable audited returns, a new high-conviction trade, and more...

Jan 7 • Alejandro Yela

11/25: The Setup Most Investors Miss at Year-End

Portfolio Update. A Major New U.S. Core Position

Dec 3, 2025 • Alejandro Yela

10/25: How We Ended Up Collecting a Mountain of Dividends (5%+)... Without Even Trying

Portfolio Update. New Positions, Dividends and More.

Nov 4, 2025 • Alejandro Yela

08/25: Buying Cheap Ahead of Rate Cuts

Portfolio Update. The 10 New Extraordinary Companies We Own

Sep 5, 2025 • Alejandro Yela

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