The Hermit

The Hermit

Home
Hedge Fund
Deep Dives
The Portfolio
Start Here
Valuation Tool
Media & Press
About

$nbis

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
04/25: Navigating Volatility for Long-Term Gains
A great example of how volatility can work in favor of public company investors
May 6, 2025 • Alejandro Yela
Apr/25 Interim Update: Reciprocal Tariffs
Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness
Apr 5, 2025 • Alejandro Yela
03/25: A Game-Changing Find + Q1 Breakdown
We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1, 2025 • Alejandro Yela
💼 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures
Mistakes, Milestones, and a Dream to Redefine Microcaps
Jan 1, 2025 • Alejandro Yela
© 2026 Alejandro Yela · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture