$oml

03/26: Something Rotten in the Strait of Denmark?

Portfolio Update. Navigating the O&G Price Trap + Our Move to Stage Two of the Fund

Apr 8 • Alejandro Yela

01/26: Navigating the Precious Metals Surge

Portfolio Update. How manufacturing expansion and energy price floors are shaping our strategy for 2026.

Feb 4 • 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...

Jan 7 • 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.

Dec 3, 2025 • Alejandro Yela

Omni-Lite Industries $OML – Manufacturing Precision Components

Inside the Making of a Multi-Division Aerospace & Defense Powerhouse

Oct 28, 2025 • Alejandro Yela

08/25: Buying Cheap Ahead of Rate Cuts

Portfolio Update. The 10 New Extraordinary Companies We Own

Sep 5, 2025 • Alejandro Yela

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