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Deep Dives
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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.
Dec 4
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George Atuan, CFA
4
1
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.
Nov 26
•
George Atuan, CFA
3
1
4
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.
Nov 19
•
George Atuan, CFA
5
1
1
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.
Nov 13
•
George Atuan, CFA
7
1
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…
Oct 30
•
George Atuan, CFA
5
1
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
1
1
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
•
George Atuan, CFA
7
1
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
•
George Atuan, CFA
3
1
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
1
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
•
George Atuan, CFA
4
3
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
•
George Atuan, CFA
4
1
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
•
George Atuan, CFA
6
4
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