The Hermit

The Hermit

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💼 08/24: Massive Short Squeeze on the Horizon
Adding to a large position in anticipation of a short squeeze, and extended thoughts on crucial strategic changes within Cardlytics
Sep 3, 2024 • 
Alejandro Yela
21

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The Hermit
The Hermit
💼 08/24: Massive Short Squeeze on the Horizon
2
💼 THP 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
Aug 2, 2024 • 
Alejandro Yela
20

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The Hermit
The Hermit
💼 THP 07/24: The Rise of the Microcap
💼 The Hermit Portfolio 06/24: Origins
Detailed explanation of The Hermit Portfolio positions and construction
Jul 12, 2024 • 
Alejandro Yela
8

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The Hermit
The Hermit
💼 The Hermit Portfolio 06/24: Origins
© 2025 Alejandro Yela
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