Sitemap - 2025 - Beating The Tide: Stock Picks That Outperform
Weekly #62: I Flagged Gold Early. Now Letās Talk 2026.
Weekly #61: The GPU vs TPU Debate Is a Distraction
Trade alert: The Market Is Ignoring This Corner of Energy
Weekly #60: Why I Sold My Chinese Fintech Stocks
Powell Industries Q4 Earnings Review: Margins Hit Records While Growth Catches a Breath
Trade Alert: Saying Goodbye to FINV and QFIN
Weekly #59: Argan Q3 2026 Earning Review, Backlog Booms to $3B as Revenue Dips, Shares Slip
Why Iām Still Bullish on STRL After a +337% Gain
Weekly #58: The S&P 500 Isnāt as Expensive as You Thinkā¦ and One Sector Is Still Cheap
Weekly #57: The AI Boom Feels Familiar But This Cycle Isnāt Over
Deep Dive GSL: Great Operator, Tough Industry: Why Iām Still Not Buying GSL
Weekly #56: Why Passive Taking Over Is Great News for the Rest of Us
KINS Q3 2025 Earnings: Record Profit, Higher Guidance, Stock Goes Nowhere
Monthly Stock Pick: A Tiny Financial With Outsized Returns the Market Isnāt Seeing
DXP Enterprises Q3 2025: Overreaction Creates Opportunity
Weekly #55: The All-or-Nothing Market
The Balance Sheet Primer: Your Stockās Financial X-Ray and Hidden Safety Net
Weekly #54: Mr. Market Handed Us a Gift With LRN
KT Deep Dive: A Telco Without an Edge and Why the Marketās Right About It
Trade alert: Exiting at +58% and doubling down after the selloff
Weekly #53: Fast Feels Good. Slow Wins
What Companies Really Tell You in Their 10-Ks (If You Know Where to Look)
Weekly #52: From Silicon Strength to Southern Storms. TSM Revised, Argentina Reassessed
When the Story Changes: Why Manulifeās Asian Growth Didnāt Live Up to the Hype
Weekly #51: Tariffs Again? Iāll Stick to Process
Deep Dive: The Frontier-Market Telecom Turnaround Everyoneās Missing
Trade alert: Emerging-Markets Telco With Hidden Assets & Real Growth
Weekly #50: Fashionably Late Investing. What Parties Taught Me About Catalyst Timing
What Is a Good Free Cash Flow Yield? A Simple Guide to Smarter Stock Picks
Weekly #49: Billion-Dollar AI Love Triangle: How OpenAI, NVIDIA & Oracle Reset Data-Center Capex
The Need for Speed: From Home Wi-Fi to Celesticaās 800G Advantage
Oil-Dri (ODC): Up 57% in 5 Months, Record Quarter & Why I Sold
Weekly #47: The Hidden Power of Playing Defense in Investing
Deep Dive Stock Analysis: A Hidden Infrastructure Winner With +50% Upside
Weekly #46: Why 20% of Stocks Create 80% of Your Returns
Trade alert: New position added to the portfolio
ROIC Explained: The Most Overlooked Metric That Drives Stock Returns
Weekly #45: Opportunity Cost ā Always Compare With Your Best Alternative
New Watchlist: Why Risk/Reward Beats Raw Upside
Mueller Industries (MLI): Why 28% Margins Wonāt Last Forever
Weekly #44: The Rise and Fall of Moats: When Walls Built to Protect Become Traps
KINS Q2: Profits, protection, and a bigger plan
Weekly #43: Perfect Earnings Streak & Why Incentives Rule Everything
Stock Picks Performance (Paid)
GM +18.7%: Why I Took Profits and the One Risk I Couldnāt Ignore
Weekly #42: Stop Fighting Your Nature & Embrace It to Outperform the Market.
This Financial Stock Doubled Quietly, But Itās Still Cheap
Weekly #41: Tariffs 2: Why This Sequel Might Flop
Weekly #40: 8 for 8 on EPS Beats + Why Investing Will Be One of the Last Jobs AI Replaces
OPFI Deep Dive: The Fintech Lender Thatās Beating the Odds
Weekly #39: TSMC Earnings Beat Again & Why Most People Misunderstand Fundamental Analysis
Weekly #38: Kraft Heinz Breakup & Why Your Best Ideas Arenāt Yours
When a 13 % ROE Bank Trades for <0.8x Book: Why the āZip-Code Discountā Wonāt Last
Trade Alert: Replacing a finance stock in the portfolio
Frequently Asked Questions (FAQs)
Weekly #37: Am I a Good Stock Picker? Let the Numbers Speak.
Weekly #36: Push vs. Pull: The Mindset Shift That Can Save Your Portfolio (and Sanity)
Interview ā Nexstar Media Group: Broadcasting's Biggest Bet ($NXST)
Why Iām Rotating Out of IAMGOLD (IAG)(TSX: IMG) Into a Leaner, Faster-Growing Gold Miner
Argan (AGX) Deep Dive: Why Iām Still Bullish After a 87% Run
Weekly #35: How I Get Paid $3,000ā$7,000 a Month Waiting to Buy Stocks at My Desired Price
The Most Boring Stock Investment Book You'll Ever Read
Weekly #34: The Art of Knowing When to Sell a Stock (And When to Sit Tight)
QFIN Deep Dive: This AI-Driven Lending Powerhouse Is Hiding in Plain Sight
Weekly #33: The 100-Year Fund: How to Build Generational Wealth and Secure Your Legacy
Get Stock Ideas That Beat the Market ā 3,000% Better Than the S&P 500
Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025
Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025
Stride Inc. (LRN) Stock Deep Dive: Why Itās Up 59%āAnd Still Has 57% Upside From Here
Weekly #32: How a BS Detector Can Save Your Portfolio ā And Sabotage Your Social Life
A Beaten-Down Stock With a Hidden Gem Business and 4xā9x Upside
Weekly #31: 10 Timeless Investing Lessons from Warren Buffett That Still Beat the Market
Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025
Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025
United Rentals (URI) Deep Dive: Why Iām Taking Profits on This Equipment Rental Giant
Trade Alert: Closed URI for +33% gain
Weekly #30: The Cheat Codes to Life Monopoly ā And How to Escape the Game Smarter, Not Harder
T-Mobile (TMUS) Stock Deep Dive: How I Banked a 47% Gain and Why Iām Cashing Out
Weekly# 29: How to Connect the Dots in Stock Investing ā And Why 2 Portfolio Picks Just Popped 20%
Deep Dive: This Overlooked BPO Stock Is Quietly Becoming an AI Winner
Weekly #28: Buffettās Greatest Lesson: The One Skill That Builds Wealth
Kingstone Companies (KINS): Hold or Fold After the +80% Surge?
Closing three positions in Portfolio USA
Weekly #27: Trump Chickened Out and What It Means for the Stock Market
Why I'm Exiting ZETA & Buying This Undervalued Gem
Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025
Start Here: Beating The Tide Essential Reading Index
Start Here: Beating The Tide Essential Reading Index
Weekly #26: What Market Efficiency Really Meansāand How Fundamental Investors Can Still Win
Weekly Stock Performance Tracker ā Beating the Tide Portfolios
Oil-Dri Corporation of America (ODC) Deep Dive: The Dirt on a Quiet Compounder Hiding in Plain Sight
Weekly #25: The Only Investing Rule That Actually Works
Trade Alert: This Catās Got Claws (and Cash Flow)
Weekly #24: When the VIX Hits 45: What Actually Happens Next
Celestica: The Most Important AI Stock Youāre Probably Not Aware Of
Weekly #23: Why Ignoring Market Noise Pays Off
Weekly #22: Stop Believing the Stories You're ToldāIncluding This One
You Cannot Win Them All: Why I Cut My Losses on Abercrombie & Fitch (ANF)
Closing RERE with a 20% gain to redeploy the capital to this new name
TSMC Stock: Why This Semiconductor Giant is My Highest-Conviction Buy
Weekly #21: Why You Should Aim to Make a Living Rather Than Making a Killing
Strategic Portfolio Adjustment Amid Market Uncertainty
Fortrea (FTRE): An Attractive Post-Spin-Off Opportunity From Labcorp (LH)
Weekly #19: Emotions, the big no-no in investing
PRTH Deep Dive: This Under-the-Radar Fintech Could Deliver a 55%-80% Upside
Weekly #18: The Future Is NuclearāBut Itās Not Time to Invest in NuScale (SMR) Just Yet
Increasing Gold Exposure in the Canadian Portfolio
Two Hidden Gems Poised for Explosive Growth and Market Dominance
Closing WGS and CLOV Positions ā Locking in Gains Before Market Volatility
Weekly #17: The Tariff Trap: How Short-Term Gains Could Cost the US its Competitive Edge
Closing one more position in the SVIF Canada portfolio
Week #16: The Fast and Slow Investor: When to Wait, When to Strike, and How to Win
DXP Enterprises (DXPE): A Hidden MRO Powerhouse with Significant Upside
Closing another two positions in preparation of a new addition
Why Iām Redeploying Gains from FFH to a QSR, Cash-Flow Giant
Closing a Position in the SVIF Canada Portfolio
Weekly #15: What Is Wealth, Really? A Hard Look at Money & Freedom
Two closing trades to rebalance the portfolios
Weekly #14: Can AGI Crown China as the World's Next Superpower?
ATZ Deep Dive: The Stylish Canadian Retailer Redefining Growth in 2025
SUPV Deep Dive: Argentina, Choppy Waters, Big Catches
Weekly #13: Let's invest like professional poker players
This industry leader is a steal