Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

Trade alert: Exiting at +58% and doubling down after the selloff

Locking in profits and seizing opportunity amid market overreaction

George Atuan, CFA's avatar
George Atuan, CFA
Oct 29, 2025
∙ Paid
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Hi fellow Sharks,

I made two trades today as show below:

After yesterday’s earning release, LRN plunged due to weaker-than-expected enrollment growth. I’ll share a full explanation on Sunday outlining why I’m doubling down on LRN. The portfolio weight is increasing from 0.5% to 1%.

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