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OPFI Deep Dive: The Fintech Lender Thatās Beating the Odds
How OppFiās AI, bank partnerships, and high-margin model are transforming subprime lending and why its 3.2x FCF multiple wonāt last long
Jul 23
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
OPFI Deep Dive: The Fintech Lender Thatās Beating the Odds
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When a 13 % ROE Bank Trades for <0.8x Book: Why the āZip-Code Discountā Wonāt Last
Double-digit ROE, rising buybacks, and a sub-1Ć book multipleāuncover the overlooked bank stock primed for a rerating.
Jul 11
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
When a 13 % ROE Bank Trades for <0.8x Book: Why the āZip-Code Discountā Wonāt Last
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Why Iām Rotating Out of IAMGOLD (IAG)(TSX: IMG) Into a Leaner, Faster-Growing Gold Miner
IAG just delivered big gains ā but with rising gold prices, Iām betting on the miner with lower costs, more upside, and 100% ownership.
Jun 24
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
Why Iām Rotating Out of IAMGOLD (IAG)(TSX: IMG) Into a Leaner, Faster-Growing Gold Miner
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Argan (AGX) Deep Dive: Why Iām Still Bullish After a 87% Run
A detailed deep dive into Arganās growth story, updated DCF valuation, Q1 earnings, insider selling, and what Iām doing with my position.
Jun 23
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George Atuan, CFA
6
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Beating The Tide: Stock Picks That Outperform
Argan (AGX) Deep Dive: Why Iām Still Bullish After a 87% Run
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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 ā all while trading below 7xā¦
Jun 10
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
Deep Dive: This AI-Driven Lending Powerhouse Is Hiding in Plain Sight
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Stride Inc. (LRN) Stock Deep Dive: Why Itās Up 59%āAnd Still Has 57% Upside From Here
This $2.3B online education stock is transforming Kā12 and career learningāand trading at just 13Ć earnings with rising free cash flow.
Jun 4
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
Stride Inc. (LRN) Stock Deep Dive: Why Itās Up 59%āAnd Still Has 57% Upside From Here
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A Beaten-Down Stock With a Hidden Gem Business and 4xā9x Upside
This stock is unloved, underfollowed, and loaded with catalysts. The kind of deep value setup where patience pays ā and downside is limited.
May 27
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
A Beaten-Down Stock With a Hidden Gem Business and 4xā9x Upside
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United Rentals (URI) Deep Dive: Why Iām Taking Profits on This Equipment Rental Giant
An in-depth stock analysis of United Rentals ā including my original thesis, what played out, where I went wrong, and why the upside no longer justifiesā¦
May 20
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
United Rentals (URI) Deep Dive: Why Iām Taking Profits on This Equipment Rental Giant
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Royal Caribbean (RCL) Deep Dive: Why I Locked a 90% Gaināand Why the Cruise Stockās Upside Is Now Limited
A data-packed deep dive into RCLās post-COVID surge, stretched valuation, and insider sellingāexplaining why I stepped off the ship at $211.
May 13
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
Royal Caribbean (RCL) Deep Dive: Why I Locked a 90% Gaināand Why the Cruise Stockās Upside Is Now Limited
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T-Mobile (TMUS) Stock Deep Dive: How I Banked a 47% Gain and Why Iām Cashing Out
A telecom insiderās deep dive into TMUS: what worked, what changed, and why the risk-reward now points to āsellā despite solid fundamentals.
May 12
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
T-Mobile (TMUS) Stock Deep Dive: How I Banked a 47% Gain and Why Iām Cashing Out
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Deep Dive: This Overlooked BPO Stock Is Quietly Becoming an AI Winner
A tech-savvy customer experience outsourcer is expanding margins, landing ātrophyā clients, and buying back sharesāwhile trading at just 5x EBITDA.
May 7
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George Atuan, CFA
5
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Beating The Tide: Stock Picks That Outperform
Deep Dive: This Overlooked BPO Stock Is Quietly Becoming an AI Winner
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Kingstone Companies (KINS): Hold or Fold After the +80% Surge?
A deep dive into Kingstone Companies: this stock analysis shows how a disciplined turnaround drove the insurer from crisis to 80 % gainsāand why theā¦
Apr 29
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George Atuan, CFA
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Beating The Tide: Stock Picks That Outperform
Kingstone Companies (KINS): Hold or Fold After the +80% Surge?
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