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Weekly #52: From Silicon Strength to Southern Storms. TSM Revised, Argentina Reassessed
Portfolio +27.7% YTD, 2.4x the market since inception. TSM’s 2025 story just got stronger and valuation higher. Argentina’s latest downturn shows why…
Oct 19
•
George Atuan, CFA
4
2
When the Story Changes: Why Manulife’s Asian Growth Didn’t Live Up to the Hype
Cashing out of Manulife (MFC) after a year and a 16% total return; here’s a deep dive on why Asia’s potential didn’t pan out.
Oct 15
•
George Atuan, CFA
4
Weekly #51: Tariffs Again? I’ll Stick to Process
Portfolio +23.7% YTD, 2.4x the market since inception. Tariff headlines, a faster research playbook & an ODC earnings check.
Oct 12
•
George Atuan, CFA
5
Deep Dive: The Frontier-Market Telecom Turnaround Everyone’s Missing
Once written off by investors, this frontier-market telco is now posting double-digit growth, expanding digital revenues, and trading at less than 4x…
Oct 8
•
George Atuan, CFA
5
Trade alert: Emerging-Markets Telco With Hidden Assets & Real Growth
The market is fixated on risk and missing the assets. I see clear catalysts and room to re-rate. Deep dive drops Wednesday.
Oct 6
•
George Atuan, CFA
4
Weekly #50: Fashionably Late Investing. What Parties Taught Me About Catalyst Timing
Portfolio +27.1% YTD, 2.2x the market. Skip the first +30%. Buy when evidence is real and time-boxed.
Oct 5
•
George Atuan, CFA
3
What Is a Good Free Cash Flow Yield? A Simple Guide to Smarter Stock Picks
A clear, practical breakdown of free cash flow yield: what it is, how to judge if it’s “good,” and why it matters for avoiding traps and finding…
Oct 1
•
George Atuan, CFA
9
September 2025
Weekly #49: Billion-Dollar AI Love Triangle: How OpenAI, NVIDIA & Oracle Reset Data-Center Capex
Portfolio +26.6% YTD, 2.3x the market, plus OpenAI–NVIDIA–Oracle reset AI data-center demand.
Sep 28
•
George Atuan, CFA
6
The Need for Speed: From Home Wi-Fi to Celestica’s 800G Advantage
How Celestica (CLS) is riding the shift from 400G to 800G and soon 1.6T, why Nvidia–OpenAI–Oracle’s billion-dollar triangle matters for its growth, and…
Sep 24
•
George Atuan, CFA
9
Weekly #48: Never Stop Asking Why, The 5 Whys for Better Investing plus good and bad news on Celestica (CLS)
Portfolio +28.9% YTD, 2.4x the market, plus how a simple “5 Whys” routine improves stock selection, sell discipline, and conviction from the shop floor…
Sep 21
•
George Atuan, CFA
6
Oil-Dri (ODC): Up 57% in 5 Months, Record Quarter & Why I Sold
Up 57% in 5 Months, Hitting My Target Price and Posting Record Quarterly Results. Why I’m Still Closing the Position
Sep 17
•
George Atuan, CFA
3
Weekly #47: The Hidden Power of Playing Defense in Investing
Portfolio +25.6% YTD, 2.4x the market, plus why the “avoid losing” mindset drives compounding.
Sep 14
•
George Atuan, CFA
4
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