The Pragmatic Investor
The Pragmatic Investor
E39 w/Alejandro Yela: Finding Alpha in Microcaps
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E39 w/Alejandro Yela: Finding Alpha in Microcaps

Conversation with "The Hermit"

Investment Grade Analysis 20% Discount


"The Pragmatic Investor" featuring guest

, 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 personal reflections. His writing covers various topics like natural monopolies and historical financial crises, aiming to educate readers and make them better investors.

Alejandro emphasizes that his work is both practical and timeless, with content that will remain relevant over time.

James Foord praises Alejandro's writing and encourages the audience to follow his Substack. The interview closes with the two expressing hopes to collaborate again in the future.

Discussion about this podcast

The Pragmatic Investor
The Pragmatic Investor
With all the styles of investing to pick from, which is the right one for you?
The simple answer is; the one that works.
The Pragmatic Investor has no bias or prejudice against any form or style of investing. Every week, I speak to fellow investors to learn about their unique approach.