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Alejandro Yela

Person

Heard in 1 episode across 1 show since Oct 2026

Alejandro Yela is a private-assets and small-cap investor who has focused on investing since 2014. He writes The Hermit, an investment publication covering market ideas, gains and losses, and related research.

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Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Alejandro Yela has said on podcasts

28 statements

  1. on Sector specialization in investingPositiveOct 5, 2026· MicroCapClub

    Investors need sector specialization to make sound decisions and build conviction.

    “when it comes to making decisions and building conviction, you need to become a specialist”

    Listen at 6:39

    Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro Yela
  2. on Oil and gas reservesMixedOct 5, 2026· MicroCapClub

    Proven reserves are more reliable than probable or possible reserves.

    “1P reserves are 90% guaranteed, 2P reserves are 50% guaranteed, and 3P reserves are almost never there.”

    Listen at 8:18

    Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro Yela
  3. on Oil and gas companiesNeutralOct 5, 2026· MicroCapClub

    A company’s value can be estimated from discounted 1P reserves per share.

    “What you do is you take 1P reserves and you divide that by the number of shares, and that is the actual value of the company.”

    Listen at 8:29

    Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro Yela
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Alejandro Yela, newest first