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Trade alert: New position added to the portfolio
A turnaround play trading at a steep discount, with the full deep dive (paid-only) dropping next Wednesday
Sep 4
•
George Atuan, CFA
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
Trade Alert: Replacing a finance stock in the portfolio
Rotating capital from two lagging fintech names into a high-conviction banking leader trading at just 0.86× book value.
Jul 7
•
George Atuan, CFA
3
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
•
George Atuan, CFA
6
Rebalancing the Portfolio
Closing 3 positions, reducing another 4, and redeploying capital into 9 existing portfolio positions
Jun 20
•
George Atuan, CFA
6
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
•
George Atuan, CFA
4
Why I Just Closed My Third Coast Bancshares (TCBX) Position: Slowing Growth, No Catalyst, Better Opportunities
A deep dive into Third Coast Bancshares (NASDAQ: TCBX), why I was bullish, and why I’ve moved on — plus what I’m buying instead.
May 28
•
George Atuan, CFA
3
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.
May 27
•
George Atuan, CFA
8
Trade Alert: Closed URI for +33% gain
I've closed our position in United Rentals (URI) for a modest gain of +33%.
May 19
•
George Atuan, CFA
4
1
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.
May 12
•
George Atuan, CFA
5
2
Closing three positions in Portfolio USA
Hello fellow Sharks,
Apr 29
•
George Atuan, CFA
2
Why I'm Exiting ZETA & Buying This Undervalued Gem
Closing out ZETA as revenue concerns mount, and rotating into a hidden opportunity with stellar earnings growth, high ROIC, and a compelling valuation.
Apr 24
•
George Atuan, CFA
3
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