The Hermit

The Hermit

Home
Hedge Fund
Deep Dives
The Portfolio
Start Here
Valuation Tool
Media & Press
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, 2025 • Alejandro Yela
04/25: Navigating Volatility for Long-Term Gains
A great example of how volatility can work in favor of public company investors
May 6, 2025 • Alejandro Yela
Apr/25 Interim Update: Reciprocal Tariffs
Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness
Apr 5, 2025 • Alejandro Yela
03/25: A Game-Changing Find + Q1 Breakdown
We Found an Exceptionally Well-Run Company that's Incredibly Mispriced
Apr 1, 2025 • Alejandro Yela
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, 2025 • Alejandro Yela
🎙️ Raketech - Business Model Overview w/ CEO Johan Svensson and CFO Måns Svalborn
Breaking Down Raketech’s Niche Marketing Winning Formula: Business Insights from Svensson & Svalborn
Dec 23, 2024 • Alejandro Yela
💼 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 • Alejandro Yela
💼 THP 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
Aug 2, 2024 • Alejandro Yela
© 2026 Alejandro Yela · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture