Media & Press
Market Commentary, Strategy, and The Hermit Methodology
Alejandro Yela regularly joins leading financial podcasts to dissect the microcap ecosystem and explain the mechanics of niche industries.
These conversations are the best way to hear the “unfiltered” thinking behind our capital allocation, covering everything from sourcing 100-baggers to the psychological reality of managing an extensive business portfolio.
2026 Appearances
Quality Value Podcast. (Aug 12) Explores our strategy driven by primary research and a 15% free cash flow yield target, breaking down historical multibaggers, portfolio management rules, and key SaaS-pocalyse views.
Gran Evento Value Investing FM. (Mar 21) On what made Buffett special, information as an edge, and a deep dive into Aurora Spine ($ASG)
2025 Appearances
Guest Lecture at IE University. (Oct 31) A more casual discussion of our “Dual Mandate” investment philosophy with students.
De Cero a Gestor de Fondos con Cristian Barros. (Oct 27) Breaking down valuation framework and portfolio holdings, and offering expert analysis on the Argentine investment thesis before the October 2025 legislative elections.
Value Investing FM. (Apr 20) Ep. 369. Invertir en Microcaps con Alejandro Yela — Discussing Limes, The Children’s Place, and Alquiber.
Good Investing Talks. (Apr 17) Why do you like Cardlytics stock? — A deep dive into the investment approach, regulations, and avoiding value traps.
2024 Appearances
The Pragmatic Investor. (Nov 27) Finding A Trading Style That Works For You — Alejandro shares insights into his investment strategies and deploying capital during volatility.
Lead Lag Live. (Sep 30) Drawing on our restructuring and banking background to demystify the microcap ecosystem, sharing strategies for managing liquidity and a high-conviction thesis.
Alejandro Yela
Hermit Ventures