The Hermit

The Hermit

Home
๐Ÿงฎ Valuation Tool
๐Ÿง™โ€โ™‚๏ธ Yearly Predictions
>>>
๐Ÿ‘€ Arcure
๐Ÿš— Alquiber
๐Ÿฆด Aurora Spine
๐Ÿ’ง BluMetric
๐Ÿ’ณ Cardlytics
๐Ÿ”ฌ Calnano
๐ŸŽฐ Century Casinos
โ›ฝ Constellation Oil
๐Ÿง‘โ€๐Ÿซ Coursera
๐Ÿ“ฐ Daily Journal
โ›๏ธ District Metals
๐Ÿ‡จ๐Ÿ‡ณ Daqo Polysilicon
๐Ÿ’ Gismondi
๐ŸŒณ Green Landscaping
๐Ÿก Green Brick Partners
๐Ÿ”ง Helix Energy
๐Ÿฅ Limes Clinics
โ˜๏ธ Nebius Group
โš™๏ธ Omni-Lite
๐Ÿงธ Children's Place
๐Ÿ” Portillo's
๐Ÿ—๏ธ QXO
๐Ÿš€ Raketech
๐ŸŽŸ๏ธ Vivid Seats
๐Ÿ›ข๏ธ Spartan Delta
๐Ÿค– Shelly Group
๐Ÿšš Triumph Financial
๐Ÿถ Trupanion
๐ŸŒ TGS Nopec
About

$rake

May/25 Interim Update: Annualized +819.06%
How We Bounced Back with a +47.12% Return From May 1st to May 21st
May 21ย โ€ขย 
Alejandro Yela
13
3
04/25: Navigating Volatility for Long-Term Gains
A great example of how volatility can work in favor of public company investors
May 6ย โ€ขย 
Alejandro Yela
26
Apr/25 Interim Update: Reciprocal Tariffs
Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness
Apr 5ย โ€ขย 
Alejandro Yela
16
03/25: A Game-Changing Find + Q1 Breakdown
We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1ย โ€ขย 
Alejandro Yela
29
5
01/25: Catching Opportunities, Building Conviction & Lowball Wins
Why Patience and Automated Purchase Offers Landed Us Crazy Prices for Existing and New Positions
Feb 4ย โ€ขย 
Alejandro Yela
26
๐ŸŽ™๏ธ Raketech - Business Model Overview w/ CEO Johan Svensson and CFO Mรฅns Svalborn
Breaking Down Raketechโ€™s Niche Marketing Winning Formula: Business Insights from Svensson & Svalborn
Dec 23, 2024ย โ€ขย 
Alejandro Yela
23
2
๐Ÿ’ผ 11/24: New Holdings, New Beginnings +52.90%
Portfolio Review including a new position reveal and mini thesis you need to see
Dec 3, 2024ย โ€ขย 
Alejandro Yela
23
2
๐Ÿ’ผ THP 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
Aug 2, 2024ย โ€ขย 
Alejandro Yela
20
ยฉ 2025 Alejandro Yela
Publisher Terms
Substack
Privacy โˆ™ Terms โˆ™ Collection notice
Start your SubstackGet the app
Substack is the home for great culture