Shows
The Pragmatic InvestorE39 w/Alejandro Yela: Finding Alpha in MicrocapsInvestment Grade Analysis 20% Discount"The Pragmatic Investor" featuring guest Alejandro Yela , a writer on Substack known as The Hermit.The conversation revolves around Alejandro's approach to investing, his background, and his experiences in the financial world. Alejandro shares insights into his investment strategies, particularly his approach to deploying capital during specific periods. He highlights a significant trade where his position grew substantially in a short time, reflecting on the volatility and the successes of his strategy.Additionally, Alejandro discusses his writing on Substack, where he blends investment analysis, historical insights, and...2024-10-0844 min