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๐งโโ๏ธ Yearly Predictions
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๐ Arcure
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๐ฆด Aurora Spine
๐ง BluMetric
๐ณ Cardlytics
๐ฌ Calnano
๐ฐ Century Casinos
โฝ Constellation Oil
๐งโ๐ซ Coursera
๐ฐ Daily Journal
โ๏ธ District Metals
๐จ๐ณ Daqo Polysilicon
๐ Gismondi
๐ณ Green Landscaping
๐ก Green Brick Partners
๐ง Helix Energy
๐ฅ Limes Clinics
โ๏ธ Nebius Group
โ๏ธ Omni-Lite
๐งธ Children's Place
๐ Portillo's
๐๏ธ QXO
๐ Raketech
๐๏ธ Vivid Seats
๐ข๏ธ Spartan Delta
๐ค Shelly Group
๐ Triumph Financial
๐ถ Trupanion
๐ 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 21
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Alejandro Yela
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3
04/25: Navigating Volatility for Long-Term Gains
A great example of how volatility can work in favor of public company investors
May 6
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Alejandro Yela
26
Apr/25 Interim Update: Reciprocal Tariffs
Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness
Apr 5
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Alejandro Yela
16
03/25: A Game-Changing Find + Q1 Breakdown
We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1
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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 4
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Alejandro Yela
26
๐๏ธ Raketech - Business Model Overview w/ CEO Johan Svensson and CFO Mรฅns Svalborn
Breaking Down Raketechโs Niche Marketing Winning Formula: Business Insights from Svensson & Svalborn
Dec 23, 2024
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Alejandro Yela
23
2
๐ผ 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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๐ผ THP 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
Aug 2, 2024
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Alejandro Yela
20
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