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A private space for us to converse and connect
Jan 23
•
George Atuan, CFA
1
A Boring LATAM Utility With a Not-So-Boring +40% Upside
On January 8, I sent a trade alert to paid subscribers adding a Latam utility to the portfolio.
Jan 21
•
George Atuan, CFA
3
1
Weekly #65: Why I’m Raising My TSMC Target Price After Earnings
Portfolio +8.0% YTD, 2.5x the market since inception. Plus I watched AGX pop after I closed the position for +166%, and updated my view on TSMC’s upside…
Jan 18
•
George Atuan, CFA
4
1
1
Why I’m Closing AGX after a +166% Gain
I’m not timing the top. I’m rotating capital because upside shrank and better setups showed up.
Jan 14
•
George Atuan, CFA
8
1
2
Weekly #64: No Investment Is Risk-Free... And That’s the Point (And a Quick Survey)
Portfolio +4.9% YTD, 2.3x the market since inception. Plus the case for taking calculated leaps of faith and a short survey to make Beating the Tide…
Jan 11
•
George Atuan, CFA
6
1
Trade Alert: New 3% Position Added (January Monthly Pick)
A Latin American company priced for the past, not the future
Jan 8
•
George Atuan, CFA
3
2
1
JD.com Stock Deep Dive: Why a Cheap Valuation Wasn’t Enough
A post-mortem on my JD investment, the food delivery misstep, capital destruction, and why opportunity cost finally forced an exit
Jan 6
•
George Atuan, CFA
5
2
Weekly #63: 2025 Recap and the Venezuela Event That Could Reshape South America
Portfolio +1.7% YTD, 2.3x the market since inception. Plus my early framework for what Venezuela’s reset could mean for migration, oil, and South…
Jan 4
•
George Atuan, CFA
4
1
December 2025
My 2025 Stock Pick Returned 134%. Here’s My Top Pick for 2026
The AI memory bottleneck Wall Street is still mispricing and why Micron sits right in the middle of it.
Dec 30, 2025
•
George Atuan, CFA
8
1
6
Weekly #62: I Flagged Gold Early. Now Let’s Talk 2026.
Portfolio +34.5% YTD, 2.2x the market since inception. Rates, deficits, and mean reversion: how I’m thinking about gold, silver, and copper from here.
Dec 28, 2025
•
George Atuan, CFA
4
1
Weekly #61: The GPU vs TPU Debate Is a Distraction
Portfolio +33.1% YTD, 2.3x the market since inception. x
Dec 21, 2025
•
George Atuan, CFA
4
1
1
Trade alert: The Market Is Ignoring This Corner of Energy
While tech dominates headlines, this oil & gas operator is quietly printing cash, buying back stock, and trading at a valuation that doesn’t match…
Dec 16, 2025
•
George Atuan, CFA
3
1
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