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About
$lik
💼 THP 03/25: A Game-Changing Find + Q1 Breakdown
At Last - We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1
•
Alejandro Yela
27
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The Hermit
💼 THP 03/25: A Game-Changing Find + Q1 Breakdown
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5
💼 THP 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
29
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The Hermit
💼 THP 02/25: The Smart Way to Sell a Company for 179% of What You Paid
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2
📈 Limes Schloss Clinics $LIK - Deluxe Mental Healthcare
A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator
Feb 25
•
Alejandro Yela
28
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The Hermit
📈 Limes Schloss Clinics $LIK - Deluxe Mental Healthcare
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💼 THP Feb/25 Interim Update: Bold Moves
We Couldn’t Keep This to Ourselves
Feb 12
•
Alejandro Yela
14
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💼 THP Feb/25 Interim Update: Bold Moves
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📝 Limes Schloss Clinics $ETR:LIK (#2) Definitive H1 2024 Results
Assessing performance and profitability amid rapid growth (30%+ YoY)
Sep 3, 2024
•
Alejandro Yela
11
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The Hermit
📝 Limes Schloss Clinics $ETR:LIK (#2) Definitive H1 2024 Results
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📝 Limes Schloss Clinics $ETR:LIK (#1) Positive Business Performance in H1 2024
LIMES Schlosskliniken AG review of report published on July 18th 2024 announcing H1 2024 preliminary results
Jul 18, 2024
•
Alejandro Yela
13
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The Hermit
📝 Limes Schloss Clinics $ETR:LIK (#1) Positive Business Performance in H1 2024
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Limes Schloss Clinics $LIK - The Prime Mental Healthcare Provider w/ Dr. Frank
Listen now | Friendly fireside chat with CEO Dr. Gert Frank about Limes Schloss Klinken, a Microcap listed in Xetra the "German Nasdaq" providing…
Jul 16, 2024
•
Alejandro Yela
22
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2
31:39
💼 The Hermit Portfolio 06/24: Origins
Detailed explanation of The Hermit Portfolio positions and construction
Jul 12, 2024
•
Alejandro Yela
8
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The Hermit
💼 The Hermit Portfolio 06/24: Origins
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