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About
🧙♂️ Welcome | Beginner's Guide
Your First Steps on the Hermit’s Path
Mar 9
•
Alejandro Yela
28
3
👇 Start Here
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🧙♂️ How to Invest When You’re Not a Full-Time Investor
We took 12 months of reader struggles and turned them into a 3-step playbook
Jul 22
•
Alejandro Yela
42
7
🧙♂️ Our Hedge Fund
Lean, Focused, and Built to Scale
Apr 8
•
Alejandro Yela
39
13
🧙♂️ The Hermit Way
The philosophy behind investing in small, high quality, underfollowed and well managed companies around the world
Aug 6, 2024
•
Alejandro Yela
44
🎧 The Hermitcast 🧙♂️
Sharing podcast contributions of The Hermit's author
Jul 10, 2024
•
Alejandro Yela
14
🧙♂️ Join your fellow Hermits 🧙♂️
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📈 Investment Thesis
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📈 Spartan Delta $SDE – Oil & Gas Consolidator w/ Operational Leverage
A Deep Dive into a Canadian Oil and Gas Acquisitions-Focused Player
Sep 16
•
Alejandro Yela
36
📈 QXO Inc. $QXO - Brad Jacobs’ Next Big Build
A Deep Dive into the Past, Present, and Future of This Bold Building Materials Consolidator
Jul 15
•
Alejandro Yela
34
2
📈 BluMetric Environmental $BLM - Wealth & Water
A Comprehensive Investment Breakdown of a Water Tech Innovator
Mar 25
•
Alejandro Yela
27
4
📈 Limes Schloss Clinics $LIK - Deluxe Mental Healthcare
A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator
Feb 25
•
Alejandro Yela
31
📈 Century Casinos $CNTY - Stacking the Deck for Shareholders
A deep dive into the catalysts driving this overlooked gaming company forward after an intense CAPEX cycle
Jan 14
•
Alejandro Yela
29
8
📈 Lazydays RV Holdings $GORV - Failing Market Duopoly
Mini deep-dive on the RV retailer's current predicament
Sep 26, 2024
•
Alejandro Yela
24
3
💡 Pick of the Week
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💡 3× the Sales. 2.5× the Footprint. Half the Valuation
PoW (#5) Growth on Steroids in the US of A
21 hrs ago
•
Alejandro Yela
11
1
💡 55.3% FCF Margin Anomaly Hiding in Japan
PoW (#4) Still Searching in the East
Sep 19
•
Alejandro Yela
8
💡 2 Companies Trading at <3x EV/FCF
PoW (#4) Searching in the East
Sep 12
•
Alejandro Yela
14
💡 Old-World Family Business With New-World Upside
PoW (#3) Pre IR reduction. A Business That’s Truly Bearing Fruit 🤣
Sep 7
•
Alejandro Yela
11
💼 The Hermit Portfolio
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💼 08/25: Buying Cheap Ahead of Rate Cuts
Portfolio Update. The 10 New Extraordinary Companies We Own
Sep 5
•
Alejandro Yela
34
💼 07/25: District Metals’ +231% Surge & the New Normal
Portfolio Update. Detailing our first professional moves at hedge fund Equity Focus
Aug 5
•
Alejandro Yela
31
6
💼 06/25: Crude Thinking 🛢️
Before the oil & gas deep dive, a look inward: five key shifts behind our evolving portfolio strategy w/ a thorough quarterly review
Jul 1
•
Alejandro Yela
29
1
💼 05/25: Initiating Coverage on 10 New Names
With 91.3% in the Green, Time to Scout the Next Winners
Jun 2
•
Alejandro Yela
26
💼 May/25 Interim Update: Annualized +819.06%
How We Bounced Back with a +47.12% Return From May 1st to May 21st
May 21
•
Alejandro Yela
13
3
🧗 Our Investing Journey
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🧗 The Baltic Survivor: The One Lithuanian Business Defying Time (and Religion) 🇱🇹
OIJ (#36) Boots on the ground. Another chapter in the saga: Field-Tested. Hermit-Approved. K2LT Review... The Lithuanian Business That Won’t Die
Sep 23
•
Alejandro Yela
40
1
🧗 The FED is NO L0NG3R Independent
OIJ (#35) Weak Jobs, Hotter Tariffs, Louder Politics. America’s Stat Sheet Is Fake? What Happens When the BLS Breaks
Sep 9
•
Alejandro Yela
33
4
🧗 Inside Argentina’s Union Battles and Labour Unrest
OIJ (#34) Mega Update. IMF Deals, Union Battles, Poverty Pressures, and the “Double Job” Economy
Aug 26
•
Alejandro Yela
31
1
🧗 Spain Is Broken (and Nobody Wants to Fix It)
OIJ (#33) The Slow Drift of Morality and Rise of Incompetence in Spain
Aug 12
•
Alejandro Yela
39
6
🧭 Field Trip Dispatch
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🧗 The Baltic Survivor: The One Lithuanian Business Defying Time (and Religion) 🇱🇹
OIJ (#36) Boots on the ground. Another chapter in the saga: Field-Tested. Hermit-Approved. K2LT Review... The Lithuanian Business That Won’t Die
Sep 23
•
Alejandro Yela
40
1
🧗 Herding Dreams or Frozen Nonsense? A Look at Reindeer Farming 🦌
OIJ (#31) Exploring a Niche Where Arctic Tradition Meets Capitalism 🇫🇮
Jun 17
•
Alejandro Yela
32
📝 Century Casinos $CNTY (#3) Primary Research
On-site honest 26-min review of a few casinos we visited
May 29
•
Alejandro Yela
28
4
🧙♂️ Join the Hermit 🧙♂️
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