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Weekly #59: Argan Q3 2026 Earning Review, Backlog Booms to $3B as Revenue Dips, Shares Slip
Portfolio +32.5% YTD, 2.2x the market since inception. AGX earnings breakdown, backlog explosion, and a fresh target price... all in a quicker Weekly…
7 hrs ago
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George Atuan, CFA
Why I’m Still Bullish on STRL After a +337% Gain
A deep-dive investment thesis on Sterling Infrastructure (STRL). I see at least a further 36% upside as the AI buildout fuels a multi-year growth story.
Dec 4
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George Atuan, CFA
4
1
November 2025
Weekly #58: The S&P 500 Isn’t as Expensive as You Think… and One Sector Is Still Cheap
Portfolio +37.0% YTD, 2.5x the market since inception. Strip out seven mega-caps and the market looks almost normal. Look closer and you’ll find one…
Nov 30
•
George Atuan, CFA
5
3
1
Global Portfolio (free)
If you want to reveal the full portfolio, upgrade to paid.
Nov 29
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George Atuan, CFA
1
Time to Lock In CAAP Gains
Deep dive stock analysis. After 52% gains on CAAP, I explain why it’s time to lock them in.
Nov 26
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George Atuan, CFA
3
1
3
Weekly #57: The AI Boom Feels Familiar But This Cycle Isn’t Over
Portfolio +24.5% YTD, 2.3x the market since inception. Why today feels familiar, why it’s still early, and how to position your portfolio when the crowd…
Nov 23
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George Atuan, CFA
8
1
Deep Dive GSL: Great Operator, Tough Industry: Why I’m Still Not Buying GSL
GSL’s management executed flawlessly, but mid-cycle economics and industry headwinds keep me on the sidelines.
Nov 19
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George Atuan, CFA
5
1
1
Weekly #56: Why Passive Taking Over Is Great News for the Rest of Us
Portfolio +28.4% YTD, 2.2x the market since inception. Why passive investing and index funds now dominate, what it means for active investing
Nov 16
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George Atuan, CFA
3
1
1
KINS Q3 2025 Earnings: Record Profit, Higher Guidance, Stock Goes Nowhere
The insurer delivered another strong quarter, yet its stock barely budged amid an extreme fear market.
Nov 14
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George Atuan, CFA
9
1
Monthly Stock Pick: A Tiny Financial With Outsized Returns the Market Isn’t Seeing
A low-liquidity, high-ROE compounder trading below peers despite superior performance and why I think it could rise 50% in 1–2 years.
Nov 13
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George Atuan, CFA
7
1
DXP Enterprises Q3 2025: Overreaction Creates Opportunity
A noisy quarter, a calm setup: why the 20% selloff says more about fear than fundamentals
Nov 11
•
George Atuan, CFA
6
2
Weekly #55: The All-or-Nothing Market
Portfolio +30% YTD, 2.3x the market since inception. This week showed how quickly sentiment swings from optimism to panic. But in markets and in life…
Nov 9
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George Atuan, CFA
3
3
1
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