It was my true pleasure to welcome Alejandro Yela of The Hermit substack https://hrmt.substack.com/ and the Equity Focus FIL fund for a chat!

We have discussed the following:
00:00 Introducing Alejandro Yela – The Hermit
00:40 Thinking as a hermit
01:35 Alejandro’s investment approach
03:30 Avoiding value traps among small companies
06:26 What ‘The Hermit’ does particularly well
08:00 What’s the endgame?
10:30 Alejandro’s goals and achievements outside of investing
13:14 Idea generation
15:10 The research process
16:42 Good Investing Plus
17:15 Liquidity
19:40 The biggest investment mistake
23:00 Cardlytics
30:35 Differences in EU and US regulations
32:34 Holding on through volatility
34:00 Portfolio construction
39:20 Closing thoughts by Alejandro
41:30 Thank you
41:40 Disclaimer

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