The Hermit

The Hermit

$cno

Calnano ($CNO) Nuclear Pivot or Dilution Trap?
Prio Brief #10 | Q2 2026 Earnings Review + Q&A with CEO Eric Eyerman
 • Alejandro Yela
02/26: Uncorrelated Returns
Portfolio Update. Record earnings, geopolitical drama, and navigating the volatility.
 • Alejandro Yela
01/26: Navigating the Precious Metals Surge
Portfolio Update. How manufacturing expansion and energy price floors are shaping our strategy for 2026.
 • Alejandro Yela
Calnano ($CNO) the Only Option for Defense and Nuclear
Prio Brief (#2) Leveraging North America’s only commercial large-scale SPS system to secure virtually guaranteed military and energy contracts
 • Alejandro Yela
12/25: Why We Just Bought 1%+ of This Small-Cap
Portfolio Update. Downloadable audited returns, a new high-conviction trade, and more...
 • Alejandro Yela
11/25: The Setup Most Investors Miss at Year-End
Portfolio Update. New Core Position, Forced Reassessments, and a Discipline Cut of What No Longer Works.
 • Alejandro Yela
10/25: How We Ended Up Collecting a Mountain of Dividends (5%+)... Without Even Trying
Portfolio Update. New Positions, Dividends and More.
 • Alejandro Yela
09/25: 6 Wins, 5 Misses; the Rhythm of Q3
Portfolio Update. Quarterly Review. Major Inflows
 • Alejandro Yela
California Nanotechnologies $CNO – Advanced Materials US Monopoly
A Deep Dive into the Journey from Prototype to Production
 • Alejandro Yela
08/25: Buying Cheap Ahead of Rate Cuts
Portfolio Update. The 10 New Extraordinary Companies We Own
 • Alejandro Yela
07/25: District Metals’ +231% Surge & the New Normal
Portfolio Update. Detailing our first professional moves at hedge fund Equity Focus
 • Alejandro Yela
© 2026 Alejandro Yela · Publisher Terms
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