The Hermit Podcast
Hosted by Alejandro YelaWelcome 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
| Publishes | Monthly | Episodes | 8 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationInvestingBusiness | |||
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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, ... more
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
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 Fre... more
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 ca... more
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
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
*... more
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 ... more
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 Lichte... more
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| Listeners per Episode | Gender Skew | Location | |||
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1. Yet Another Value Podcast
2. Excess Returns
3. We Study Billionaires - The Investor’s Podcast Network
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The Hermit Podcast launched 2 years ago and published 8 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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