The Hermit

The Hermit

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About

$tgs

๐Ÿ’ผ 09/25: 6 Wins, 5 Misses; the Rhythm of Q3
Portfolio Update. Quarterly Review. Major Inflows
17 hrs agoย โ€ขย 
Alejandro Yela
21
๐Ÿ’ผ 08/25: Buying Cheap Ahead of Rate Cuts
Portfolio Update. The 10 New Extraordinary Companies We Own
Sep 5ย โ€ขย 
Alejandro Yela
34
๐Ÿ’ผ 07/25: District Metalsโ€™ +231% Surge & the New Normal
Portfolio Update. Detailing our first professional moves at hedge fund Equity Focus
Aug 5ย โ€ขย 
Alejandro Yela
31
6
๐Ÿ’ผ 05/25: Initiating Coverage on 10 New Names
With 91.3% in the Green, Time to Scout the Next Winners
Jun 2ย โ€ขย 
Alejandro Yela
26
ยฉ 2025 Alejandro Yela
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