🎯 Priority Briefs

Aurora Spine ($ASG) Engineering the Re-Rating

Prio Brief #8 | Piecing together the mosaic behind a major structural shift built for pure commercial speed

Jun 26 • Alejandro Yela

Watch now | Prio Brief #7 | Hermit Ventures Explained. Buying "Unsexy" Cash Flows at Single-Digit Multiples

May 30 • Alejandro Yela

27:59

Update: Capital Raise, Redemptions, and Deal Pipeline

Prio Brief (#6) Building the Next Great Compounding Engine

Apr 18 • Alejandro Yela

Oil at $100+? A Hedge Fund Insider’s Survival Guide

Prio Brief (#5) A Masterclass of Select Companies in the Oil and Gas Space.

Mar 18 • Alejandro Yela

Aurora ($ASG) Unpacking the Debt Deal & Equity Kicker Options

Prio Brief (#4) Making Sense of the Three Debt Deal Alternatives (plus bonus information)

Feb 25 • Alejandro Yela

Aurora ($ASG) Regenerative Revenue Growth Profiles

Prio Brief (#3) Video Update | Evaluating the Platform Expansion & Aggresive High-Margin Revenue Targets

Feb 8 • Alejandro Yela

17:47

Calnano ($CNO) the Only Option for Defense and Nuclear

Prio Brief (#2) Leveraging North America’s only commercial large-scale SPS system to secure virtually guaranteed military and energy contracts

Jan 28 • Alejandro Yela

Limes ($LIK) Beyond the "Pink Castle"

Prio Brief (#1) Inside the demographic shift that shocked management, and the new roadmap to capture the luxury gap in Southern Europe

Jan 14 • Alejandro Yela

Century Casinos $CNTY Primary Research

On-site honest 26-min review of a few casinos we visited

May 29, 2025 • Alejandro Yela

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