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About
💼 The Hermit Portfolio
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💼 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
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Alejandro Yela
28
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💼 06/25: Crude Thinking 🛢️
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💼 05/25: Initiating Coverage on 10 New Names
With 91.3% in the Green, Time to Scout the Next Winners
Jun 2
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Alejandro Yela
26
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💼 05/25: Initiating Coverage on 10 New Names
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💼 May/25 Interim Update: Annualized +819.06%
How We Bounced Back with a +47.12% Return From May 1st to May 21st
May 21
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Alejandro Yela
13
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💼 May/25 Interim Update: Annualized +819.06%
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💼 04/25: Navigating Volatility for Long-Term Gains
A great example of how volatility can work in favor of public company investors
May 6
•
Alejandro Yela
26
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💼 04/25: Navigating Volatility for Long-Term Gains
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💼 Apr/25 Interim Update: Reciprocal Tariffs
Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness
Apr 5
•
Alejandro Yela
16
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💼 Apr/25 Interim Update: Reciprocal Tariffs
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💼 03/25: A Game-Changing Find + Q1 Breakdown
We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1
•
Alejandro Yela
28
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💼 03/25: A Game-Changing Find + Q1 Breakdown
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5
💼 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
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💼 02/25: The Smart Way to Sell a Company for 179% of What You Paid
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💼 Feb/25 Interim Update: Bold Moves
We Couldn’t Keep This to Ourselves
Feb 12
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Alejandro Yela
14
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💼 Feb/25 Interim Update: Bold Moves
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💼 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
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Alejandro Yela
26
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💼 01/25: Catching Opportunities, Building Conviction & Lowball Wins
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💼 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures
Mistakes, Milestones, and a Dream to Redefine Microcaps
Jan 1
•
Alejandro Yela
28
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The Hermit
💼 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures
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💼 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
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Alejandro Yela
23
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💼 11/24: New Holdings, New Beginnings +52.90%
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2
💼 10/24: Cardlytics Incoming Mega Catalyst
Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth
Nov 5, 2024
•
Alejandro Yela
19
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The Hermit
💼 10/24: Cardlytics Incoming Mega Catalyst
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