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KT Deep Dive: A Telco Without an Edge and Why the Market’s Right About It
KT looks cheap on paper while having a dominant position in Korea’s telecom market but weak capital allocation, political interference, and no…
22 hrs ago
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George Atuan, CFA
4
When the Story Changes: Why Manulife’s Asian Growth Didn’t Live Up to the Hype
Cashing out of Manulife (MFC) after a year and a 16% total return; here’s a deep dive on why Asia’s potential didn’t pan out.
Oct 15
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George Atuan, CFA
4
Deep Dive: The Frontier-Market Telecom Turnaround Everyone’s Missing
Once written off by investors, this frontier-market telco is now posting double-digit growth, expanding digital revenues, and trading at less than 4x…
Oct 8
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George Atuan, CFA
5
Deep Dive Stock Analysis: A Hidden Infrastructure Winner With +50% Upside
A quietly dominant contractor, improving ROIC, rising backlog, and a valuation the market still doubts
Sep 10
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George Atuan, CFA
3
Mueller Industries (MLI): Why 28% Margins Won’t Last Forever
Mueller Industries rode copper prices to record profits. Here’s an in-depth stock analysis on why this great business isn’t a buy at today’s price.
Aug 27
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George Atuan, CFA
4
GM +18.7%: Why I Took Profits and the One Risk I Couldn’t Ignore
A full breakdown on what I got right, what changed, and why I’ve redeployed
Aug 13
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George Atuan, CFA
4
This Financial Stock Doubled Quietly, But It’s Still Cheap
A high-ROE compounder trading at 6.4x earnings, run by CEO with serious skin in the game
Aug 6
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George Atuan, CFA
4
OPFI Deep Dive: The Fintech Lender That’s Beating the Odds
How OppFi’s AI, bank partnerships, and high-margin model are transforming subprime lending and why its 3.2x FCF multiple won’t last long
Jul 23
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George Atuan, CFA
6
When a 13 % ROE Bank Trades for <0.8x Book: Why the ‘Zip-Code Discount’ Won’t Last
Double-digit ROE, rising buybacks, and a sub-1× book multiple—uncover the overlooked bank stock primed for a rerating.
Jul 11
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George Atuan, CFA
5
Why I’m Rotating Out of IAMGOLD (IAG)(TSX: IMG) Into a Leaner, Faster-Growing Gold Miner
IAG just delivered big gains — but with rising gold prices, I’m betting on the miner with lower costs, more upside, and 100% ownership.
Jun 24
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George Atuan, CFA
6
Argan (AGX) Deep Dive: Why I’m Still Bullish After a 87% Run
A detailed deep dive into Argan’s growth story, updated DCF valuation, Q1 earnings, insider selling, and what I’m doing with my position.
Jun 23
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George Atuan, CFA
8
Deep Dive: This AI-Driven Lending Powerhouse Is Hiding in Plain Sight
Behind the scenes of an Asian fintech that's quietly outpacing the competition on ROE, growth, and capital returns — all while trading below 7x…
Jun 10
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George Atuan, CFA
4
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