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
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.
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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
Trade Alert: Closed URI for +33% gain
I've closed our position in United Rentals (URI) for a modest gain of +33%.
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George Atuan, CFA
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.
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George Atuan, CFA
2
Closing three positions in Portfolio USA
Hello fellow Sharks,
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George Atuan, CFA
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.
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George Atuan, CFA
Trade Alert: This Cat’s Got Claws (and Cash Flow)
A quiet, tariff-proof compounder with big returns hidden in plain sight
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George Atuan, CFA
You Cannot Win Them All: Why I Cut My Losses on Abercrombie & Fitch (ANF)
I sold ANF after a 16% loss and rotated into a stable dividend-paying financial stock built for medium-term growth.
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George Atuan, CFA
Closing RERE with a 20% gain to redeploy the capital to this new name
On March 11, ATRenew ( ) reported earnings.
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George Atuan, CFA
New addition to Portfolio USA
Trade Alert for Portfolio USA
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George Atuan, CFA
Strategic Portfolio Adjustment Amid Market Uncertainty
Hello fellow Sharks,
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George Atuan, CFA
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