Codestin Search App

Thanks to visit codestin.com
Credit goes to hrmt.substack.com

Limes Schloss Clinics $LIK - Deluxe Mental Healthcare

A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator

Feb 25, 2025 • Alejandro Yela

💼 The Hermit Portfolio

11/25: The Setup Most Investors Miss at Year-End

Portfolio Update. A Major New U.S. Core Position

Dec 3, 2025 • Alejandro Yela

10/25: How We Ended Up Collecting a Mountain of Dividends (5%+)... Without Even Trying

Portfolio Update. New Positions, Dividends and More.

Nov 4, 2025 • Alejandro Yela

09/25: 6 Wins, 5 Misses; the Rhythm of Q3

Portfolio Update. Quarterly Review. Major Inflows

Oct 7, 2025 • Alejandro Yela

08/25: Buying Cheap Ahead of Rate Cuts

Portfolio Update. The 10 New Extraordinary Companies We Own

Sep 5, 2025 • Alejandro Yela

07/25: District Metals’ +231% Surge & the New Normal

Portfolio Update. Detailing our first professional moves at hedge fund Equity Focus

Aug 5, 2025 • Alejandro Yela

💡 Pick of the Week

Buying Dollars for 11 Cents

PoW (#16) Trading at ~10% of Liquidation Value. A hidden natural gas hedge. Primed for a 200% re-rate in 2026.

Dec 27, 2025 • Alejandro Yela

Buying Dollars for 27 Cents

PoW (#15) 0.89x P/Op Cash Flow. 377% Upside to Proven (1P) Reserves. And a management team paying down debt at a furious pace

Dec 20, 2025 • Alejandro Yela

The Last Time We Saw a Setup This Good, We Tripled Our Money

PoW (#14) A European small-cap compounder that the market has left for dead just as its biggest catalyst goes live.

Dec 13, 2025 • Alejandro Yela

49:42

Enghouse ($ENGH) - 10x Revs, Flat 25% Margins, Falling -68% YTD Stock. Live Q&A

PoW (#13) [3/3] Recording of the live video

Dec 10, 2025 • Alejandro Yela

Join The Hermit

📈 Investment Thesis

Atlas Engineered Products $AEP – Truss(t) the Process

Structurally Sound Fundamentals in a Canadian Consolidation Play

Nov 26, 2025 • Alejandro Yela

Omni-Lite Industries $OML – Manufacturing Precision Components

Inside the Making of a Multi-Division Aerospace & Defense Powerhouse

Oct 28, 2025 • Alejandro Yela

California Nanotechnologies $CNO – Advanced Materials US Monopoly

A Deep Dive into the Journey from Prototype to Production

Sep 30, 2025 • Alejandro Yela

Spartan Delta $SDE – Oil & Gas Consolidator w/ Operational Leverage

A Deep Dive into a Canadian Oil and Gas Acquisitions-Focused Player

Sep 16, 2025 • Alejandro Yela

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, 2025 • Alejandro Yela

BluMetric Environmental $BLM - Wealth & Water

A Comprehensive Investment Breakdown of a Water Tech Innovator

Mar 25, 2025 • Alejandro Yela

Limes Schloss Clinics $LIK - Deluxe Mental Healthcare

A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator

Feb 25, 2025 • Alejandro Yela

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, 2025 • Alejandro Yela

🧗 Our Investing Journey

2026 Outlook: 5 High-Stakes Prediction

OIJ (#42) Intellectual honesty is our only currency

Dec 31, 2025 • Alejandro Yela

How and Why We Discard 99% of Companies

OIJ (#41) Stop trying to make the math work. Start demanding a 15% yield.

Dec 17, 2025 • Alejandro Yela

Blueprint for The Perfect State

OIJ (#40) Transitioning into the Liberatarian Utopia

Nov 18, 2025 • Alejandro Yela

The Perfect State. Why Modern Politics Has Failed

OIJ (#39) Zohran, Piketty and the Liberal Utopia

Nov 11, 2025 • Alejandro Yela

🧭 Field Trip Dispatch

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, 2025 • Alejandro Yela

Herding Dreams or Frozen Nonsense? A Look at Reindeer Farming 🦌

OIJ (#31) Exploring a Niche Where Arctic Tradition Meets Capitalism 🇫🇮

Jun 17, 2025 • Alejandro Yela

📝 Century Casinos $CNTY (#3) Primary Research

On-site honest 26-min review of a few casinos we visited

May 29, 2025 • Alejandro Yela

🧗 Valencia: A Tale of Hope and Heartache

OIJ (#18) Our take on the devastating natural disaster affecting the region of Valencia

Nov 12, 2024 • Alejandro Yela

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts