The Hermit
Alejandro Yela, YegorInstitutional-grade research on overlooked small caps. Primary data, mosaic theory, and live portfolio tracking.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 155 | Subscribers | Read | hrmt.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Aurora ($ASG) Regenerative Revenue Growth Profiles
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PoW (#21) 11 Years of Consistent Growth and a Sustainable 60% Dividend Payout
How Low Can It Go? Bitcoin (BTC) Unit Economics
The shift is undeniable. In previous cycles, the floor price of Bitcoin was dictated by coal-fired rigs in Sichuan, China, and a handful of individuals conducting opaque business around the world.
01/26: Navigating the Precious Metals Surge
Portfolio Update. How manufacturing expansion and energy price floors are shaping our strategy for 2026.
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Authors
The writers behind this newsletter.
Hedge Fund Manager. Compounding at 21.7% CAGR since 2018.
Sharing my investing journey in public (& private) markets from $100,000 to $1,000,000 + research into publicly traded stocks.
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