The Hermit Podcast

Hosted by Alejandro Yela
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Welcome to the Hermit podcast, a place dedicated to unearthing 10x investing ideas Our podcast is a collection of interviews with the key management of underfollowed publicly listed companies. Our dual goal is to give exposure to the companies and to learn from the extraordinary leaders at the helm of these ventures. hrmt.substack.com

Episodes

  1. JAN 17

    Mining Expert Talks Copper, Batteries, Tungsten, and Critical Minerals

    We had a very interesting chat with mining expert Adrian Godas. Hope you enjoy! - Alejandro Yela, Principal Advisor, Equity Focus FIL This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    1h 3m
  2. Enghouse ($ENGH) - 10x Revs, Flat 25% Margins, Falling -68% YTD Stock. Live Q&A

    12/10/2025

    Enghouse ($ENGH) - 10x Revs, Flat 25% Margins, Falling -68% YTD Stock. Live Q&A

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    50 min

  3. 10/31/2025

    Guest Lecture at IE Tower, Madrid

    Welcome back dear fellow 🧙‍♂️ Hermits 👋 We had an absolute blast yesterday giving a lecture that will surely go down in the annals of history… as the day we inspired absolutely no one at IE Tower 😂 Jokes aside, huge thanks to Omar, Zach, and Frederik for organizing… and to everyone who showed up and tagged along 🙌 You guys posed fantastic questions! Hope to see you around, - 🧙‍♂️ The Hermit Team This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    1h 2m
  4. Portillo's ($PTLO) Live Q&A Session

    09/27/2025

    Portillo's ($PTLO) Live Q&A Session

    Welcome back dear fellow 🧙‍♂️ Hermits 👋 We encourage you to check out the full post with our complete thesis… Along with the supplementary material… Thank you to everyone who tuned into my live video! Please ❤️ and comment so that more people can discover and enjoy our Substack 😇 Join us for my next live video in the app. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    27 min
  5. 🧙‍♂️ Cardlytics Earnings 2.0

    08/06/2025

    🧙‍♂️ Cardlytics Earnings 2.0

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    1h 1m

  6. 06/23/2025

    Valuation Masterclass

    Day 4 – Valuation and Unlocking Value Agenda * DCF * Comps and Precedents * Multiples * Application on Microcaps. Being approximately rights vs precisely wrong * Examples: Apple, Google, Calnano, Shelly, BluMetric * Introduction to Activism * Value generation mechanism: tenders, buybacks, spin-offs, governance plays, and aligned incentives (e.g. Constellation Software) * Examples: corruption greenmailing, Ackman Herbalife, etc. Resources Buffet on Reputation Damodaran on Value Enhancements At Home Sosin Activism https://www.businesswire.com/news/home/20210517005277/en/CAS-Investment-Partners-Sends-Letter-to-At-Home-Group%E2%80%99s-Board-of-Directors Icahn Greenmailing https://www.investopedia.com/articles/financial-theory/08/carl-icahn-lift.asp Constellation Execute Pay Scheme https://www.csisoftware.com/docs/default-source/investor-relations/2023-agm/2023---csi-management-information-circular-en.pdf?sfvrsn=42371622_3/%202023---CSI-Management-Information-Circular-EN%20.pdf This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    1h 45m

  7. 08/20/2024

    Gismondi 1754 - Jewelry Beyond Time: A Fireside Chat w/ Massimo Gismondi

    Welcome back to 🧙‍♂️ The Hermit 🧙‍♂️ Check this post and much more @ hrmt.substack.com About GISMONDI $GIS Gismondi 1754 is a historic luxury jewelry brand founded in Genoa, Italy, over 250 years ago. Known for its exceptional craftsmanship and timeless designs, the brand has remained family-owned through seven generations. Each piece is meticulously handcrafted, reflecting the rich tradition of Italian artistry. Under Massimo Gismondi's leadership, the brand has expanded globally, blending modern innovation with its storied heritage. Today, Gismondi 1754 continues to create exquisite jewelry that combines classic elegance with contemporary appeal, cherished by collectors and connoisseurs worldwide. ISIN: IT0005391138 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    1h 46m

  8. 07/16/2024

    Limes Schloss Clinics $LIK - The Prime Mental Healthcare Provider w/ Dr. Frank

    Welcome back to 🧙‍♂️ The Hermit 🧙‍♂️ Check this post and much more @ The Hermit About LIMES $ETR:LIK Limes Schloss Kliniken operates private hospitals for psychiatry, psychotherapy, and psychosomatics services in Germany, Switzerland, and Lichtenstein. It focuses on the treatment of stress-related illnesses and mental and emotional disorders, such as depression, acute burnout, affective disorders, trauma/PTSD, anxiety disorders, attention deficit hyperactivity disorder, psychosis, chronic pain, obsessive-compulsive disorder, sleep disorder, somatoform disorder, and personality disorder. Limes was founded in 2005 and is headquartered in Cologne, Germany. Expect a full investment thesis on the company soon. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hrmt.substack.com/subscribe

    32 min
  • 8 Episodes

About

Welcome to the Hermit podcast, a place dedicated to unearthing 10x investing ideas Our podcast is a collection of interviews with the key management of underfollowed publicly listed companies. Our dual goal is to give exposure to the companies and to learn from the extraordinary leaders at the helm of these ventures. hrmt.substack.com

Information

  • Creator
    Hosted by Alejandro Yela
  • Years Active
    2024 - 2026
  • Episodes
    8
  • Rating
    Explicit
  • Copyright
    © Alejandro Yela
  • Show Website
    The Hermit Podcast