# The Hermit

More than research. The operational diary of a holding company executing deals, managing private & public assets, and investing in overlooked listed small caps.

Page: <https://rssamplifier.com/hermitresearch-com>  
Feed: <https://rssamplifier.com/hermitresearch-com.md>

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## [On Schmuck Insurance](https://www.hermitresearch.com/p/on-schmuck-insurance)

_2026-08-19 · Alejandro Yela_

OIJ #51 | What if you sell today, and watch it soar tomorrow?

## [Calnano ($CNO) Nuclear Pivot or Dilution Trap?](https://www.hermitresearch.com/p/calnano-cno-nuclear-pivot-or-dilution)

_2026-08-17 · Alejandro Yela_

Prio Brief #10 | Q2 2026 Earnings Review + Q&A with CEO Eric Eyerman

## [We're Unlocking Everything. You're Welcome!](https://www.hermitresearch.com/p/were-unlocking-everything-youre-welcome)

_2026-08-13 · Alejandro Yela_

Auditing our 19.53% average published return, new full ticker visibility, and a look at our upcoming local field research

## [Nova Leap Health ($NLH) Insider Access](https://www.hermitresearch.com/p/nova-leap-health-nlh-scale-operating)

_2026-08-12 · Alejandro Yela_

Prio Brief #9 | Q2 2026 Earnings Flash + Q&A with CEO Chris Dobbin

## [\[$SUP\] A 4x EBITDA Monopoly Pretending to Be a Middleman](https://www.hermitresearch.com/p/4x-ebitda-monopoly)

_2026-08-08 · Alejandro Yela_

PoW #40 | How misplaced regulation handed a debt-free owner-operator a monopoly... and set up a 100%+ mispricing

## [Volatility Profit Maxxing. Our Add-on Micro-Cap Earnings Strategy](https://www.hermitresearch.com/p/volatility-profit-maxxing-our-add)

_2026-08-05 · Alejandro Yela_

OIJ #50 | Apparently "there's more juice to be squeezed"... so we're testing out a new strat.

## [Heading to Ian Cassel’s Microcap Event? Interview These 6 Names](https://www.hermitresearch.com/p/heading-to-ian-cassels-microcap-event)

_2026-08-01 · Alejandro Yela_

PoW #39 | Maximize your conference prep with these six high-conviction microcap ideas

## [07/26: Walk with Kings, Serve Dabov Coffee](https://www.hermitresearch.com/p/july-2026-hrmt)

_2026-07-29 · Alejandro Yela_

Portfolio Update. On returning £1.6m in capital, orchestrating public and private deals, dealing with red tape and building a project on my own terms.

## [\[$CCLD\] Down 80%, 75% Recurring Revenue, and Trading at 5x FCF](https://www.hermitresearch.com/p/down-80-75-recurring-revenue-and)

_2026-07-27 · Alejandro Yela_

PoW #38 | A lovely roll up play acquiring regional monopolies in a very niche SaaS space

## [Browse ThreatCrush Modules (Sponsored)](https://crawlproof.com/a/1G5QSZTrzewr)

_2026-07-27 · **Sponsored**_

Install community-built security modules to extend real-time threat intelligence and monitoring

## [How I Hit 12x Engagement (Not Just Followers) on X in 30 Days](https://www.hermitresearch.com/p/engagement-on-x-boost)

_2026-07-22 · Alejandro Yela_

OIJ #49 | Your tweets aren’t bad, they’re just invisible. Here’s your exhaustive optimization playbook