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Weekly #45: Opportunity Cost — Always Compare With Your Best Alternative
Portfolio is up +17.8% YTD. A personal tale of riot-driven change, a new watchlist of high R:R stock picks, and a Thought of the Week on why every…
Aug 31
•
George Atuan, CFA
2
New Watchlist: Why Risk/Reward Beats Raw Upside
A smarter way to invest with my stock picks: live scores, daily refreshes, and real-time margin of safety built in.
Aug 28
•
George Atuan, CFA
3
Watchlist
Target prices and risk:reward for every stock!
Aug 28
•
George Atuan, CFA
Mueller Industries (MLI): Why 28% Margins Won’t Last Forever
Mueller Industries rode copper prices to record profits. Here’s an in-depth stock analysis on why this great business isn’t a buy at today’s price.
Aug 27
•
George Atuan, CFA
3
Weekly #44: The Rise and Fall of Moats: When Walls Built to Protect Become Traps
Portfolio is up 17.1% YTD. From Anheuser-Busch to Blockbuster, history shows that walls meant to protect often trap, and the same lesson applies to…
Aug 24
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George Atuan, CFA
3
KINS Q2: Profits, protection, and a bigger plan
Record EPS, stronger reinsurance, higher guide: I’m still holding
Aug 20
•
George Atuan, CFA
5
Weekly #43: Perfect Earnings Streak & Why Incentives Rule Everything
A flawless 7/7 earnings beat streak, portfolio +16.8% YTD (2.1x the S&P 500), and a Thought of the Week on why agents often win at your expense...unless…
Aug 17
•
George Atuan, CFA
2
Stock Picks Performance (Paid)
Paid subscribers get real-time stock ideas, a weekly newsletter and access to the investment portfolio (up +53% in 2024 and 30% average per year since…
Aug 14
•
George Atuan, CFA
Stock Picks Performance
Do you want to reveal the names of the stock picks?
Aug 14
•
George Atuan, CFA
GM +18.7%: Why I Took Profits and the One Risk I Couldn’t Ignore
A full breakdown on what I got right, what changed, and why I’ve redeployed
Aug 13
•
George Atuan, CFA
3
Weekly #42: Stop Fighting Your Nature & Embrace It to Outperform the Market.
MTD +1.8%, YTD +15.8%, 2.2x the market since inception. Inside: earnings roundup: POWL, OPFI, DXPE, MFC, LRN. Thought of the Week on using your nature…
Aug 10
•
George Atuan, CFA
3
This Financial Stock Doubled Quietly, But It’s Still Cheap
A high-ROE compounder trading at 6.4x earnings, run by CEO with serious skin in the game
Aug 6
•
George Atuan, CFA
4
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