Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

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Trade Alert & 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…
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George Atuan, CFA
Stride Inc. (LRN) Stock Deep Dive: Why It’s Up 59%—And Still Has 57% Upside From Here
This $2.3B online education stock is transforming K–12 and career learning—and trading at just 13× earnings with rising free cash flow.
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George Atuan, CFA
A Beaten-Down Stock With a Hidden Gem Business and 4x–9x Upside
This stock is unloved, underfollowed, and loaded with catalysts. The kind of deep value setup where patience pays — and downside is limited.
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George Atuan, CFA
United Rentals (URI) Deep Dive: Why I’m Taking Profits on This Equipment Rental Giant
An in-depth stock analysis of United Rentals — including my original thesis, what played out, where I went wrong, and why the upside no longer justifies…
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George Atuan, CFA
Royal Caribbean (RCL) Deep Dive: Why I Locked a 90% Gain—and Why the Cruise Stock’s Upside Is Now Limited
A data-packed deep dive into RCL’s post-COVID surge, stretched valuation, and insider selling—explaining why I stepped off the ship at $211.
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George Atuan, CFA
T-Mobile (TMUS) Stock Deep Dive: How I Banked a 47% Gain and Why I’m Cashing Out
A telecom insider’s deep dive into TMUS: what worked, what changed, and why the risk-reward now points to “sell” despite solid fundamentals.
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George Atuan, CFA
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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 “trophy” clients, and buying back shares—while trading at just 5x EBITDA.
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George Atuan, CFA
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 % gains—and why the…
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George Atuan, CFA
The Dirt on a Quiet Compounder Hiding in Plain Sight
This vertically integrated U.S. manufacturer owns its raw materials, controls its entire supply chain, and could actually benefit from tariffs.
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George Atuan, CFA
Celestica: The Most Important AI Stock You’re Probably Not Aware Of
My deep dive into how Celestina (CLS) evolved from EMS afterthought to Big Tech’s AI infrastructure partner—riding a hyperscaler capex boom with sticky…
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George Atuan, CFA
TSMC Stock: Why This Semiconductor Giant is My Highest-Conviction Buy
Ultra Deep Dive (7,400 Words) on Why TSMC (NYSE:TSM) Has a 95% Upside and a Near Monopoly on Advanced Chips
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George Atuan, CFA
Fortrea (FTRE): An Attractive Post-Spin-Off Opportunity From Labcorp (LH)
Despite recent earnings volatility, Fortrea's strong backlog, global reach, and growing CRO market present compelling upside—here's why I'm bullish…
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George Atuan, CFA
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