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$lik
The Last Time We Saw a Setup This Good, We Tripled Our Money
PoW (#14) A European small-cap compounder that the market has left for dead just as its biggest catalyst goes live.
Dec 13
•
Alejandro Yela
12
1
06/25: Crude Thinking
Before the oil & gas deep dive, a look inward: five key shifts behind our evolving portfolio strategy w/ a thorough quarterly review
Jul 1
•
Alejandro Yela
29
1
16
03/25: A Game-Changing Find + Q1 Breakdown
We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1
•
Alejandro Yela
29
5
12
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
30
2
17
Limes Schloss Clinics $LIK - Deluxe Mental Healthcare
A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator
Feb 25
•
Alejandro Yela
31
15
Feb/25 Interim Update: Bold Moves
We Couldn’t Keep This to Ourselves
Feb 12
•
Alejandro Yela
14
7
📝 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
3
📝 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
5
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
1
5
31:39
💼 The Hermit Portfolio 06/24: Origins
Detailed explanation of The Hermit Portfolio positions and construction
Jul 12, 2024
•
Alejandro Yela
8
4
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