The Hermit

The Hermit

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👀 Arcure
🚗 Alquiber
ðŸĶī Aurora Spine
💧 BluMetric
ðŸ’ģ Cardlytics
🔎 Calnano
🎰 Century Casinos
â›― Constellation Oil
🧑‍ðŸŦ Coursera
📰 Daily Journal
⛏ïļ District Metals
ðŸ‡ĻðŸ‡ģ Daqo Polysilicon
💍 Gismondi
ðŸŒģ Green Landscaping
ðŸĄ Green Brick Partners
🔧 Helix Energy
ðŸĨ Limes Clinics
☁ïļ Nebius Group
⚙ïļ Omni-Lite
ðŸ§ļ Children's Place
🍔 Portillo's
🏗ïļ QXO
🚀 Raketech
🎟ïļ Vivid Seats
ðŸ›Ēïļ Spartan Delta
ðŸĪ– Shelly Group
🚚 Triumph Financial
ðŸķ Trupanion
🌍 TGS Nopec
About

$trup

💞 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 â€Ē 
Alejandro Yela
21
2
💞 THP 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
Aug 2, 2024 â€Ē 
Alejandro Yela
20
💞 The Hermit Portfolio 06/24: Origins
Detailed explanation of The Hermit Portfolio positions and construction
Jul 12, 2024 â€Ē 
Alejandro Yela
8
ÂĐ 2025 Alejandro Yela
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