Subscribe
Sign in
Home
Performance 📈
Portfolio 💼
Watchlist 👀
Weeklies 📝
Stocks Database 🏭
Education 🧑🎓
FAQs 🙋🏽
About
Company Updates
Latest
Top
Discussions
STRL Q1 2026 Update: Tsunami Confirmed, Asymmetry Spent
Sterling Infrastructure’s second beat-and-raise pushes my DCF to $1,010. Bear at $700. R/R 1 to 1.05 at +1,010% gain.
May 14
•
George Atuan, CFA
2
Powell (POWL) Update: Holding the +1,103% Unicorn at Fair Value
Q2 refresh caps target at $329, a 2% discount to today’s close. Holding the +1,103% unicorn until capital finds a clearer home.
May 12
•
George Atuan, CFA
5
5
Stride (LRN) Q3 FY2026 Update: The Engine Is Career Learning, The Wobble Is Gen Ed
Career Learning revenue +16%, General Ed enrollment -5%, target cut to $159 - Hold.
May 4
•
George Atuan, CFA
4
6
Celestica (CLS) Q1 2026: Déjà Vu. Beat, Raise, Drop
CLS just delivered another beat-and-raise. The stock fell 17% pre-market. I've seen this exact movie 90 days ago.
Apr 28
•
George Atuan, CFA
6
2
1
A Record Quarter, a Stock Still Trading Like Nothing Happened
Record quarter, stronger balance sheet, M&A optionality now live. Here is what actually drove Q1, what management said, and what to watch as the NIM…
Apr 21
•
George Atuan, CFA
3
1
This Latam Utility Hit My Target (+40%) in 3 Months. Now What?
The call played out. The model is refreshed. But my updated rating might surprise you.
Apr 20
•
George Atuan, CFA
7
1
PayPal Post-Mortem: Why I Sold PYPL and What Changed in the Investment Thesis
Q4 2025 exposed deeper weakness in PayPal’s core checkout business, forcing a reassessment of the moat, management execution, and long-term growth…
Feb 4
•
George Atuan, CFA
10
1
Celestica (CLS) Q4 2025 Earnings: Double Beat, $1B Capex Plan, and Why the 15% Drop Looks Wrong
CLS posts record margins and ROIC, raises 2026 outlook, confirms Google TPU partnership, and signals AI infrastructure demand strength
Jan 30
•
George Atuan, CFA
10
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
7
2
Powell Industries Q4 Earnings Review: Margins Hit Records While Growth Catches a Breath
Record margins, a bigger cash pile and a utility-heavy backlog give Powell a solid setup for 2026 despite softer oil and petrochem.
Dec 10, 2025
•
George Atuan, CFA
5
2
KINS Q3 2025 Earnings: Record Profit, Higher Guidance, Stock Goes Nowhere
The insurer delivered another strong quarter, yet its stock barely budged amid an extreme fear market.
Nov 14, 2025
•
George Atuan, CFA
9
2
DXP Enterprises Q3 2025: Overreaction Creates Opportunity
A noisy quarter, a calm setup: why the 20% selloff says more about fear than fundamentals
Nov 11, 2025
•
George Atuan, CFA
7
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
