Start Here: Beating The Tide Essential Reading Index

Welcome to the best stock newsletter out there. If you don’t believe me, check this out 😉

How to Use This Index

First time here? Skim the about page to understand me and this newsletter, then my investment philosophy, dive into deep‑dives, weeklies, and investing fundamentals.

Paid subscribers can access paid content here.

Questions?

Check out the FAQs, and if your question is not answered, email me at george@beatingthetide.com.

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💳 Paid subscribers

You can access the current holdings and weights below:

• Global Portfolio

Also, the weekly stock performance can be found here, this should be read alongside the Weekly.

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🤝 Community & Extras

• Referral Rewards – The more referrals, the higher the rewards. Ensure to use your personalized link found here.

• Buy my book – Or subscribe for free, and you will receive a free eBook copy.

• Watch my course – A video roadmap to my approach.

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Happy compounding!

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🔎 Deep‑Dive Stock Analyses

Full archive → here.

• PAID: When a 13 % ROE Bank Trades for <0.8x Book: Why the ‘Zip-Code Discount’ Won’t Last

• PAID: Why I’m Rotating Out of IAMGOLD Into a Leaner, Faster-Growing Gold Miner

• AGX 0.00%↑: Argan Deep Dive: Why I’m Still Bullish After a 87% Run

• PAID: This AI-Driven Lending Powerhouse Is Hiding in Plain Sight

• LRN 0.00%↑: Stride Inc.: Why It’s Up 59%—And Still Has 57% Upside From Here

• PAID: A Beaten-Down Stock With a Hidden Gem Business and 4x–9x Upside

• URI 0.00%↑: United Rentals: Why I’m Taking Profits on This Equipment Rental Giant

• RCL 0.00%↑: Why I Just Locked a 90% Gain on Royal Caribbean — And Why I’m Stepping Off the Ship

• PAID: This Overlooked BPO Stock Is Quietly Becoming an AI Winner

• KINS 0.00%↑: Kingstone Companies: Hold or Fold After the +80% Surge?

• PAID: The Dirt on a Quiet Compounder Hiding in Plain Sight

• CLS 0.00%↑: Celestica: The Most Important AI Stock You’re Probably Not Aware Of

• TSM 0.00%↑: TSMC: Why This Semiconductor Giant is My Highest-Conviction Buy

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📚 Investment Philosophy

• Let’s invest like professional poker players

• Storytelling is a double-edged sword, so be careful

• Invest in What You Understand

• Why Ignoring Market Noise Pays Off

• Thinking, Fast and Slow

• Why you should aim to make a living rather than making a killing

• No Place for Emotions in Stock Investing

• What Does It Mean for a Market to Be Efficient? (And Why It Matters for Stock Investing)

• Why Most Investors Fail: The One Skill You Need to Succeed

• Connecting the Dots in Stock Investing: Sharpening Your Mosaic Thinking

• Cheat Codes for Life Monopoly

• 10 Timeless Investing Lessons from Warren Buffett (That Still Work Today)

• How My BS Detector Made Me a Better Investor — and Less Fun at Parties

• The 100-Year Fund: Building a Legacy for Future Generations

• The Art of Knowing When to Sell a Stock (And When to Sit Tight)

• How I earn $3,000-$7,000 a Month While Waiting to Buy Great Stocks Cheaper

• Push vs. Pull — Why Reacting to Market News Is a Losing Game

• Am I a Good Stock Picker? Let the Numbers Speak.

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🛠️ Weekly Investment Fundamentals

A technical companion newsletter on LinkedIn, “Weekly Investing Fundamentals,” covering the how of investing

• Spin-offs, Split-offs & Carve-outs: Where Structural Alpha Hides

• Why Buffett Ignores EPS — And You Should Too

• The Power of Base Rates: How Bayesian Thinking Beats Gut Feel

• The Catalyst Primer: How to Turn Events Into Alpha

• Earnings Calls Decoded: Spotting the Tell‑Tale Signs of Management Spin

• Scuttlebutt 2.0: The Modern Art of Channel Checks

• Moats 101: The Ultimate Guide to Competitive Advantages in Investing

• Free‑Cash‑Flow Yield: How to Spot Real Bargains (and Dodge Value Traps) in Any Market

• Connecting the Dots: How the Best Investors See Patterns Others Miss

• 10 Timeless Investing Lessons from Warren Buffett (That Still Work Today)

• The Cash Flow Statement Primer: Your Stock’s Financial Lifeblood Revealed

• The Balance Sheet Primer: Your Stock’s Financial X-Ray and Hidden Safety Net

• How to Spot Red Flags in Stocks — An Ounce of Skepticism is Worth a Pound of Future Regret

• The Art (and Science) of Reading 10-Ks and Proxy Statements - A Primer

• The Most Important Metric You’re Probably Not Using

• How the Stock Market Really Works—Master the Rules or Get Outplayed

• The Secret to Outsmarting the Market: Leverage Your Competitive Advantage in Investing

• Why Most Investors Fail: The One Skill You Need to Succeed

• Unpopular But Profitable: Why Contrarian Investors Outsmart the Herd

• Why Your Reading List Is More Important Than Your Watchlist

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🗓️ Weeklies

Weekly recaps that separate signal from noise and explain how events move our open positions. Browse the full archive → here.

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