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Limes Schloss Clinics $LIK - Deluxe Mental Healthcare
A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator
Feb 25, 2025
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Alejandro Yela
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💼 The Hermit Portfolio
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11/25: The Setup Most Investors Miss at Year-End
Portfolio Update. A Major New U.S. Core Position
Dec 3, 2025
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Alejandro Yela
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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
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Alejandro Yela
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09/25: 6 Wins, 5 Misses; the Rhythm of Q3
Portfolio Update. Quarterly Review. Major Inflows
Oct 7, 2025
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Alejandro Yela
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08/25: Buying Cheap Ahead of Rate Cuts
Portfolio Update. The 10 New Extraordinary Companies We Own
Sep 5, 2025
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Alejandro Yela
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07/25: District Metals’ +231% Surge & the New Normal
Portfolio Update. Detailing our first professional moves at hedge fund Equity Focus
Aug 5, 2025
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Alejandro Yela
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💡 Pick of the Week
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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
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Alejandro Yela
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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
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Alejandro Yela
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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
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Alejandro Yela
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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
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Alejandro Yela
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📈 Investment Thesis
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Atlas Engineered Products $AEP – Truss(t) the Process
Structurally Sound Fundamentals in a Canadian Consolidation Play
Nov 26, 2025
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Alejandro Yela
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Omni-Lite Industries $OML – Manufacturing Precision Components
Inside the Making of a Multi-Division Aerospace & Defense Powerhouse
Oct 28, 2025
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Alejandro Yela
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California Nanotechnologies $CNO – Advanced Materials US Monopoly
A Deep Dive into the Journey from Prototype to Production
Sep 30, 2025
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Alejandro Yela
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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, 2025
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Alejandro Yela
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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
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Alejandro Yela
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BluMetric Environmental $BLM - Wealth & Water
A Comprehensive Investment Breakdown of a Water Tech Innovator
Mar 25, 2025
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Alejandro Yela
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Limes Schloss Clinics $LIK - Deluxe Mental Healthcare
A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator
Feb 25, 2025
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Alejandro Yela
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31
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Codestin Search App
15
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
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Alejandro Yela
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🧗 Our Investing Journey
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2026 Outlook: 5 High-Stakes Prediction
OIJ (#42) Intellectual honesty is our only currency
Dec 31, 2025
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Alejandro Yela
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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
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Alejandro Yela
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Blueprint for The Perfect State
OIJ (#40) Transitioning into the Liberatarian Utopia
Nov 18, 2025
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Alejandro Yela
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The Perfect State. Why Modern Politics Has Failed
OIJ (#39) Zohran, Piketty and the Liberal Utopia
Nov 11, 2025
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Alejandro Yela
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🧭 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, 2025
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Alejandro Yela
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Herding Dreams or Frozen Nonsense? A Look at Reindeer Farming 🦌
OIJ (#31) Exploring a Niche Where Arctic Tradition Meets Capitalism 🇫🇮
Jun 17, 2025
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Alejandro Yela
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📝 Century Casinos $CNTY (#3) Primary Research
On-site honest 26-min review of a few casinos we visited
May 29, 2025
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Alejandro Yela
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🧗 Valencia: A Tale of Hope and Heartache
OIJ (#18) Our take on the devastating natural disaster affecting the region of Valencia
Nov 12, 2024
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Alejandro Yela
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