$blm

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

08/25: Buying Cheap Ahead of Rate Cuts

Portfolio Update. The 10 New Extraordinary Companies We Own

Sep 5, 2025 • Alejandro Yela

05/25: Initiating Coverage on 10 New Names

With 91.3% in the Green, Time to Scout the Next Winners

Jun 2, 2025 • Alejandro Yela

BluMetric Environmental $BLM - Wealth & Water

A Comprehensive Investment Breakdown of a Water Tech Innovator

Mar 25, 2025 • Alejandro Yela

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

Feb/25 Interim Update: Bold Moves

We Couldn’t Keep This to Ourselves

Feb 12, 2025 • Alejandro Yela

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

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