💼 The Hermit Portfolio

💼 THP 10/24: Cardlytics' Incoming Mega Catalyst

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

Nov 5 •

💼 THP 09/24: From -22.9% to +123.0% [Q3 Review]

In Microcaps, One Winning Position Can Change Everything

Oct 1 •

💼 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 •

💼 THP 07/24: The Rise of the Microcap

Microcaps, Coursera, Argentina, and Japan

Aug 2 •

💼 The Hermit Portfolio 06/24: Origins

Detailed explanation of The Hermit Portfolio positions and construction

Jul 12 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts