Archive - The Hermit

Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?

OIJ #52 | Hint: It wasn’t all about leverage

1 hr ago • Alejandro Yela

[$APG & $FTC] Priced for a Perfection That Doesn’t Exist

PoW #42 | A concise guide to spotting red flags in overleveraged infrastructure, funky capital structures and acute customer dependency.

Sep 12 • Alejandro Yela

BN;CL #2: Bitcoin, Strategy Inc. ($MSTR) and Gaming

Buy Now, Cry Later hosted by Yegor and Alejandro Yela

Sep 9 • Alejandro Yela and Yegor

1:25:08

Smart Organic AD $SO – Deliciously Priced

Solid and Consistent. Replicating The Gold Standard for Compounding

Sep 5 • Alejandro Yela

Getting the Most Out of The Hermit (A 20-Minute Guide)

Premium Content Overview

Sep 3 • Alejandro Yela

24:51

08/26: Are We Bitcoin Maximalists Now?

Portfolio Update (+12.96% YTD). AI debt, preferred bitcoin treasury instruments, and private distribution wins.

Sep 2 • Alejandro Yela

August 2026

Boardroom Access. What a Shared Director Really Thinks About $OML & $CNO

Prio Brief #11 | CEO search clues, capacity crunches, and an exclusive 1-on-1 debrief

Aug 26 • Alejandro Yela

[$ELTP] A Fully Funded FDA Coinflip with a 110% Upside Tilt

PoW #41 | A FCF Buffered OTC Listed Company With A Controlled Substance Moat

Aug 22 • Alejandro Yela

On Schmuck Insurance

OIJ #51 | What if you sell today, and watch it go to the moon tomorrow?

Aug 19 • Alejandro Yela

Calnano ($CNO) Nuclear Pivot or Dilution Trap?

Prio Brief #10 | Q2 2026 Earnings Review + Q&A with CEO Eric Eyerman

Aug 17 • Alejandro Yela

We're Unlocking Everything. You're Welcome!

Auditing our 19.53% average published return, new full ticker visibility, and a look at our upcoming local field research

Aug 13 • Alejandro Yela

Nova Leap Health ($NLH) Insider Access

Prio Brief #9 | Q2 2026 Earnings Flash + Q&A with CEO Chris Dobbin

Aug 12 • Alejandro Yela

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