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03/25: A Game-Changing Find + Q1 Breakdown

We Found an Exceptionally Well-Run Company that's Incredibly Mispriced

Apr 1 •

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 •

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 •

Alejandro Yela

💼 10/24: Cardlytics Incoming Mega Catalyst

Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth

Nov 5, 2024 •

Alejandro Yela

💼 09/24: From -22.9% to +123.0%

In Microcaps, One Winning Position Can Change Everything

Oct 1, 2024 •

Alejandro Yela

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