$cmg

10/26: Options Exchange Tollbooths

Portfolio Update (+10.65% YTD). Business operating leverage, deconstructing coffee unit economics, and executing portfolio triage in an unforgiving…

Nov 4 • 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

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

07/26: Walk with Kings, Serve Dabov Coffee

Portfolio Update. On returning £1.6m in capital, orchestrating public and private deals, dealing with red tape and building a project on my own terms.

Jul 29 • 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

[$CMG] Reverse Pessimism

PoW #34 | Another Subsurface Winner

Jun 8 • Alejandro Yela

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