Archive - The Hermit

How I Hit 12x Engagement (Not Just Followers) on X in 30 Days

OIJ #49 | Your tweets aren’t bad, they’re just invisible. Here’s your exhaustive optimization playbook

4 hrs ago • Alejandro Yela

Atlassian $TEAM – SaaS-pocalyspe in Overdrive

A collab write up w/ Quality Value

Jul 18 • Alejandro Yela and Quality Value Research

To Our Long-Term Partners

We are officially retiring all monthly subscription tiers.

Jul 16 • Alejandro Yela

Computer Modelling Group $CMG – Dirt, Data, and Roper

Merging Niche Critical Software, Ultra Smart Capital Allocation, and Constellation Software Key Staff

Jul 10 • Alejandro Yela

TGIM. Thank God It's Monday.com

PoW #37 | Another SaaS-pocalypse Winner

Jul 4 • Alejandro Yela

26Q2. 8 High-Conviction Buys & Private Deal Status

Navigating the SaaS-pocalypse, Oil Bets, and the Hermit Ventures Pipeline

Jul 1 • Alejandro Yela

43:53

June 2026

Aurora Spine ($ASG) Engineering the Re-Rating

Prio Brief #8 | Piecing together the mosaic behind a major structural shift built for pure commercial speed

Jun 26 • Alejandro Yela

SpaceX $SPCX The New Index Fund

OIJ #48 | How to cheat your way into the hearts and minds of innocent bystanders

Jun 24 • Alejandro Yela

Men in Black(line)

PoW #36 | The SaaSpocalypse Created This 59% Margin of Safety

Jun 22 • Alejandro Yela

A Fund Manager’s Guide to Field Research

OIJ #48 | How to stop trading tickers on Robinhood and start auditing companies like a pro.

Jun 17 • Alejandro Yela

German Toll Bridge

PoW #35 | 32% ROIC, 17% EBIT Margin, 6.5x FCF, 0% Dilution

Jun 13 • Alejandro Yela

A Fund Manager’s Guide to Bonds

OIJ #47 | Everything you need to know in one post. Gov/Corporate Credit, Hidden Spreads, and the Art of Not Holding the Bag

Jun 10 • Alejandro Yela

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