Archive - The Hermit

Baseline. An honest review of a product we like

A recording from Alejandro Yela's live video

Oct 19 • Alejandro Yela

20:32

BN;CL #3: Gold, China and Hopium

Buy Now, Cry Later hosted by Yegor and Alejandro Yela

Oct 17 • Alejandro Yela and Yegor

1:22:11

Something Bad’s About to Happen

OIJ #53 | Your yearly dose of doom and gloom

Oct 15 • Alejandro Yela

Talking to the Man Guarding the $154m Cash Pile. OMS Energy Technologies ($OMSE) Insight Direct from the CEO.

Prio Brief #13 | Exclusive interview insights.

Oct 14 • Alejandro Yela

26Q3. Reviewing 19 Names

A 90-minute walkthrough of our asset allocation, core micro-cap themes, and early special-situation ideas

Oct 12 • Alejandro Yela

1:32:04

[$TSSI ] Mechanics of Dell’s AI Rack Margins

PoW #46 | Behind the 99% customer concentration, an overlooked net-cash fortress is assembling the plumbing for the enterprise AI rollout

Oct 10 • Alejandro Yela

09/26: Golden Shovels

Portfolio Update (+10.93% YTD). Full asset disclosure, taking a 20% stake in a private coffee label, 19 micro-cap holdings, and an institutional fork in…

Oct 7 • Alejandro Yela

Gains, Losses, and Espresso

Making primary research dirt cheap, investing in specialty coffee, and why we're starting to move past nano-caps.

Oct 3 • Alejandro Yela

September 2026

[$OMSE ] The Ignored $154m Cash Mountain

PoW #45 | Aramco Supplier Trading at Book Value

Sep 30 • Alejandro Yela

[$GREEN ] Aglomerating Tiny Local Monopolies

PoW #44 | Discounting mass panick

Sep 26 • Alejandro Yela

Auto Logistics & Subprime Check: Carvana, Copart, and Credit Acceptance (Q3 2026)

Prio Brief #12 | [$CVNA, $CPRT, $CACC] Checks across 100+ rooftops and auction yards, unpacking Carvana's trade-in engine, Copart’s whole-car unit…

Sep 23 • Alejandro Yela

[$WAVE ] Turning Buzzwords into Free Cash Flow

PoW #43 | French consulting firm with superfollowers adapting to an AI billable world

Sep 19 • Alejandro Yela

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