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The Hermit

Alejandro Yela documents a holding-company approach to deals, private and public assets, and overlooked listed small caps.

https://www.hermitresearch.com/

Mentions47
Posts20
Latest post17 Oct 2026
CareCloud, Inc.BN;CL #3: Gold, China and Hopium-17 Oct 2026
OMS Energy Technologies Inc.Talking to the Man Guarding the $154m Cash Pile. OMS Energy Technologies ($OMSE) Insight Direct from the CEO.-14 Oct 2026
TSS, Inc.26Q3. Reviewing 19 Names-12 Oct 2026
Supreme Plc26Q3. Reviewing 19 Names-12 Oct 2026
American Electric Power Company, Inc.26Q3. Reviewing 19 Names-12 Oct 2026
monday.com Ltd.26Q3. Reviewing 19 Names-12 Oct 2026
Naked Wines plc26Q3. Reviewing 19 Names-12 Oct 2026
CareCloud, Inc.26Q3. Reviewing 19 Names-12 Oct 2026
TSS, Inc.[$TSSI ] Mechanics of Dell’s AI Rack Margins-10 Oct 2026
TSS, Inc.Gains, Losses, and Espresso-3 Oct 2026
OMS Energy Technologies Inc.[$OMSE ] The Ignored $154m Cash Mountain-30 Sept 2026
Green Landscaping Group AB (publ)[$GREEN ] Aglomerating Tiny Local Monopolies-26 Sept 2026
Copart, Inc.Auto Logistics & Subprime Check: Carvana, Copart, and Credit Acceptance (Q3 2026)-23 Sept 2026
Wavestone SA[$WAVE ] Turning Buzzwords into Free Cash Flow-19 Sept 2026
Veeva Systems Inc.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Salesforce, Inc.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Intuit Inc.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Adobe Inc.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Workday, Inc.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Iren SpAEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Micron Technology, Inc.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
CoreWeave, Inc.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Bloom Energy CorporationEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Nebius Group N.V.Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Sandisk CorporationEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Filtronic plc[$APG & $FTC] Priced for a Perfection That Doesn’t Exist-12 Sept 2026
APi Group Corporation[$APG & $FTC] Priced for a Perfection That Doesn’t Exist-12 Sept 2026
Strategy IncBN;CL #2: Bitcoin, Strategy Inc. ($MSTR) and Gaming-9 Sept 2026
Smart Organic ADSmart Organic AD $SO – Deliciously Priced-5 Sept 2026
BluMetric Environmental Inc.Welcome | The Hermit's Protocol (Start Here)-29 Aug 2026
Aurora Spine CorporationWelcome | The Hermit's Protocol (Start Here)-29 Aug 2026
Spartan Delta Corp.Welcome | The Hermit's Protocol (Start Here)-29 Aug 2026
Omni-Lite Industries Canada Inc.Welcome | The Hermit's Protocol (Start Here)-29 Aug 2026
QXO, Inc.Welcome | The Hermit's Protocol (Start Here)-29 Aug 2026
Atlas Engineered Products Ltd.Welcome | The Hermit's Protocol (Start Here)-29 Aug 2026
Computer Modelling Group Ltd.Welcome | The Hermit's Protocol (Start Here)-29 Aug 2026
Crocs, Inc.Welcome | The Hermit's Protocol (Start Here)-29 Aug 2026
LIMES Schlosskliniken AGWelcome | The Hermit's Protocol (Start Here)-29 Aug 2026
California Nanotechnologies Corp.Boardroom Access. What a Shared Director Really Thinks About $OML & $CNO-26 Aug 2026
Omni-Lite Industries Canada Inc.Boardroom Access. What a Shared Director Really Thinks About $OML & $CNO-26 Aug 2026
Elite Pharmaceuticals, Inc.[$ELTP] A Fully Funded FDA Coinflip with a 110% Upside Tilt-22 Aug 2026
California Nanotechnologies Corp.Calnano ($CNO) Nuclear Pivot or Dilution Trap?-17 Aug 2026
Nova Leap Health Corp.Nova Leap Health ($NLH) Insider Access-12 Aug 2026
CareCloud, Inc.Volatility Profit Maxxing. Our Add-on Micro-Cap Earnings Strategy-5 Aug 2026
PHX Energy Services Corp.Heading to Ian Cassel’s Microcap Event? Interview These 6 Names-1 Aug 2026
EMERGE Commerce Ltd.Heading to Ian Cassel’s Microcap Event? Interview These 6 Names-1 Aug 2026
Golconda Gold Ltd.Heading to Ian Cassel’s Microcap Event? Interview These 6 Names-1 Aug 2026