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$blm
03/26: Something Rotten in the Strait of Denmark?
Portfolio Update. Navigating the O&G Price Trap + Our Move to Stage Two of the Fund
Apr 8
•
Alejandro Yela
26
1
02/26: Uncorrelated Returns
Portfolio Update. Record earnings, geopolitical drama, and navigating the volatility.
Mar 4
•
Alejandro Yela
58
1
3
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
45
6
6
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
27
6
11
11/25: The Setup Most Investors Miss at Year-End
Portfolio Update. A Major New U.S. Core Position
Dec 3, 2025
•
Alejandro Yela
26
1
6
08/25: Buying Cheap Ahead of Rate Cuts
Portfolio Update. The 10 New Extraordinary Companies We Own
Sep 5, 2025
•
Alejandro Yela
36
12
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
26
13
BluMetric Environmental $BLM - Wealth & Water
A Comprehensive Investment Breakdown of a Water Tech Innovator
Mar 25, 2025
•
Alejandro Yela
27
4
20
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
8
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
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