💼 The Hermit Portfolio

💼 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 •

💼 05/25: Initiating Coverage on 10 New Names

With 91.3% in the Green, Time to Scout the Next Winners

Jun 2 •

💼 May/25 Interim Update: Annualized +819.06%

How We Bounced Back with a +47.12% Return From May 1st to May 21st

May 21 •

💼 04/25: Navigating Volatility for Long-Term Gains

A great example of how volatility can work in favor of public company investors

May 6 •

💼 Apr/25 Interim Update: Reciprocal Tariffs

Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness

Apr 5 •

💼 03/25: A Game-Changing Find + Q1 Breakdown

We Found an Exceptionally Well-Run Company that's Incredibly Mispriced

Apr 1 •

💼 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 •

💼 Feb/25 Interim Update: Bold Moves

We Couldn’t Keep This to Ourselves

Feb 12 •

💼 01/25: Catching Opportunities, Building Conviction & Lowball Wins

Why Patience and Automated Purchase Offers Landed Us Crazy Prices for Existing and New Positions

Feb 4 •

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

Mistakes, Milestones, and a Dream to Redefine Microcaps

Jan 1 •

💼 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 •

💼 10/24: Cardlytics Incoming Mega Catalyst

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

Nov 5, 2024 •

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