💼 The Hermit Portfolio

💼 THP 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures

Mistakes, Milestones, and a Dream to Redefine Microcaps

Jan 1 •

💼 THP 11/24: New Holdings, New Beginnings +52.90%

Portfolio Review including a new position reveal and mini thesis you need to see

Dec 3, 2024 •

💼 THP 10/24: Cardlytics Incoming Mega Catalyst

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

Nov 5, 2024 •

💼 THP 09/24: From -22.9% to +123.0%

In Microcaps, One Winning Position Can Change Everything

Oct 1, 2024 •

💼 THP 08/24: Massive Short Squeeze on the Horizon

Adding to a large position in anticipation of a short squeeze, and extended thoughts on crucial strategic changes within Cardlytics

Sep 3, 2024 •

💼 THP 07/24: The Rise of the Microcap

Microcaps, Coursera, Argentina, and Japan

Aug 2, 2024 •

💼 The Hermit Portfolio 06/24: Origins

Detailed explanation of The Hermit Portfolio positions and construction

Jul 12, 2024 •

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