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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

💼 THP 07/24: The Rise of the Microcap

Microcaps, Coursera, Argentina, and Japan

Aug 2, 2024 • Alejandro Yela

💼 The Hermit Portfolio 06/24: Origins

Detailed explanation of The Hermit Portfolio positions and construction

Jul 12, 2024 • Alejandro Yela

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