Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

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Deep Dives

Why I’m Closing My Position in NatWest Group (NWG) After a 42% Run
NatWest’s valuation has caught up to its fundamentals. Solid bank, but better opportunities lie ahead.
 • George Atuan, CFA
A Boring LATAM Utility With a Not-So-Boring +40% Upside
On January 8, I sent a trade alert to paid subscribers adding a Latam utility to the portfolio.
 • George Atuan, CFA
My 2025 Stock Pick Returned 134%. Here’s My Top Pick for 2026
The AI memory bottleneck Wall Street is still mispricing and why Micron sits right in the middle of it.
 • George Atuan, CFA
Trade alert: The Market Is Ignoring This Corner of Energy
While tech dominates headlines, this oil & gas operator is quietly printing cash, buying back stock, and trading at a valuation that doesn’t match…
 • George Atuan, CFA
Why I’m Still Bullish on STRL After a +337% Gain
A deep-dive investment thesis on Sterling Infrastructure (STRL). I see at least a further 36% upside as the AI buildout fuels a multi-year growth story.
 • George Atuan, CFA
Time to Lock In CAAP Gains
Deep dive stock analysis. After 52% gains on CAAP, I explain why it’s time to lock them in.
 • George Atuan, CFA
Deep Dive GSL: Great Operator, Tough Industry: Why I’m Still Not Buying GSL
GSL’s management executed flawlessly, but mid-cycle economics and industry headwinds keep me on the sidelines.
 • George Atuan, CFA
Monthly Stock Pick: A Tiny Financial With Outsized Returns the Market Isn’t Seeing
A low-liquidity, high-ROE compounder trading below peers despite superior performance and why I think it could rise 50% in 1–2 years.
 • George Atuan, CFA
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…
 • George Atuan, CFA
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.
 • George Atuan, CFA
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…
 • George Atuan, CFA
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
 • George Atuan, CFA
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