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Weekly #101: Synchrony Financial, Sold After +56.6%
Portfolio +46.2% YTD, 3.1x the S&P since inception. Plus, SYF rerated, and dividends lifted the total return to 56.6%. I’ve lowered my SYF target to…
6 hrs ago
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George Atuan, CFA
1
1
ILC: Three Engines, One Mispriced Holding
Banco Internacional, regional pensions and RedSalud can compound book value while Consalud merely has to stop destroying it.
Sep 24
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George Atuan, CFA
4
1
Weekly #100: Investment Styles: What Survives When Everyone Copies?
Portfolio +43.0% YTD, 3.1x the S&P since inception. Plus, what 20 years of changing my approach taught me about investment styles that last.
Sep 20
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George Atuan, CFA
5
2
2
+62% Since May 2025: Record Sales, Still A BUY
$67 target unchanged. AI wins strengthen the thesis, but margins need to recover.
Sep 18
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George Atuan, CFA
7
The September Pick: Mr. Market Took $23B Off This Bank For $300M Of Fees
Mr. Market is arguing about this bank’s earnings. The number that moves 90% of the answer is the one nobody is defending, so I rebuilt it from the…
Sep 15
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George Atuan, CFA
4
Weekly #99: CDE: How Much Growth Is Already in the Price?
Portfolio +44.5% YTD, 3.1x the S&P since inception. Plus, CDE is generating record cash flow, but the price leaves little room for the Canadian mines to…
Sep 13
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George Atuan, CFA
5
1
+127% Since The Pick: A Record Quarter, A Violent Markdown, And Still A BUY
A 7th straight quarter of triple-digit growth, a raised full-year guide, and Mr. Market the stock back at a steep discount anyway. I kept the target…
Sep 8
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George Atuan, CFA
6
4
Weekly #98: DELL Is Up 325%. I’m Moving It To HOLD
Portfolio +43.3% YTD, 3.0x the S&P since inception. Plus, DELL’s second record quarter, a $95B AI backlog, and why my best performer moves from BUY to…
Sep 6
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George Atuan, CFA
10
7
+72% In Five Months: Records In A War Zone, And Still A BUY
Records on every line, a first-ever dividend, and a target raised from $41.50 to $47. The stock stays a BUY.
Sep 2
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George Atuan, CFA
4
3
August 2026
Weekly #97: Blockchain Is Coming for the Middlemen
Portfolio +40.5% YTD, 2.9x the S&P since inception. Plus, I’s flying 36 hours (round trip) to sign one piece of paper, and why that trip convinced me…
Aug 30
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George Atuan, CFA
6
4
Weekly #96: The Bessent Put, and Who Pays for It
Portfolio +41.2% YTD, 3.0x the S&P since inception. Plus, the Treasury started buying back its own long bonds. Why gold jumped, the three dates I am…
Aug 23
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George Atuan, CFA
6
4
9
Strattec at +75.7%: What I Got Right, What I Got Wrong, and Why I Sold
The margin thesis delivered, the growth leg never arrived. Fair value goes from $125 to $95, the downside now outweighs the upside, and the capital…
Aug 20
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George Atuan, CFA
9
1
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