A Decade of Oil and Gas Investing in One Hour | Alejandro Yela
Alejandro Yela is the founder of Hermit Ventures and the author of The Hermit, a Substack focused on nano- and microcap companies. He began as a debt investor in Latin American oil and gas bonds, later worked in restructuring, project finance, and M&A.
This discussion took place live on October 2nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join
In this episode, Alejandro explains how to value an oil producer on its proven (1P) reserves, and why a company's exposure to the oil…
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