Why do you like Cardlytics stock, Alejandro Yela of The Hermit?

17/4/2025

Good Investing Talks

0:00

42:09

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!

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Altri episodi

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Why do you like Cardlytics stock, Alejandro Yela of The Hermit?

Good Investing Talks

Altri episodi di "Good Investing Talks"

Why do you like Deere &amp; Company stock, Alex Furmanski of Unison Asset Management?

What to learn from Buffett's Early Investments, Brett Gardner?

Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor?

Why do you like Cardlytics stock, Alejandro Yela of The Hermit?

What to learn from Buffett &amp; Munger Unscripted, Alex Morris?

Why do you like Mercado Libre, Lucy Chou (Luna Partners)?

Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

How did you grow Compounding Quality to 440,000 followers in 2 years, Pieter Slegers?

What can I learn from "On the Hunt for Great Companies"?

Why do you like Nvidia &amp; Airbnb, Will Kim of Apsis Capital?

Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management?

What to learn from Buffett & Munger Unscripted, Alex Morris?

Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?