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Stoic Capital

Jaime Bermejo writes about modern value investing through company analyses, portfolio decisions, and market observations.

https://jaimebermejo.substack.com/

Mentions17
Posts7
Latest post13 Oct 2026
Hallador Energy CompanyHallador Energy (HNRG): The Contracts Are Worth More Than the Company-13 Oct 2026
TVA Group Inc.What I'm looking at. Returns YTD-11 Aug 2026
HireQuest, Inc.What I'm looking at. Returns YTD-11 Aug 2026
The Oncology Institute, Inc.What I'm looking at. Returns YTD-11 Aug 2026
P3 Health Partners Inc.What I'm looking at. Returns YTD-11 Aug 2026
Evolent Health, Inc.What I'm looking at. Returns YTD-11 Aug 2026
Tobila Systems Inc.What I'm looking at. Returns YTD-11 Aug 2026
Trifast plcTrifast (LSE: TRI) - A matter of time-4 Aug 2026
The Oncology Institute, Inc.One to hold, one to book-1 Aug 2026
TVA Group Inc.One to hold, one to book-1 Aug 2026
Moury Construct SA15% IRR while nothing happens-22 Jul 2026
The Oncology Institute, Inc.When not to sell-19 Jul 2026
Mips AB (publ)When not to sell-19 Jul 2026
Entravision Communications CorporationWhen not to sell-19 Jul 2026
Bel Fuse Inc.When not to sell-19 Jul 2026
The Tel-Aviv Stock Exchange Ltd.When not to sell-19 Jul 2026
Tobila Systems Inc.Tobila Systems Inc (4441)-13 Jul 2026