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Trade Alert: Saying Goodbye to FINV and QFIN
Toxic sentiment, range-bound stocks, and better uses of capital
Dec 9
•
George Atuan, CFA
2
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
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
Trade alert: Exiting at +58% and doubling down after the selloff
Locking in profits and seizing opportunity amid market overreaction
Oct 29
•
George Atuan, CFA
2
Trade alert: Emerging-Markets Telco With Hidden Assets & Real Growth
The market is fixated on risk and missing the assets. I see clear catalysts and room to re-rate. Deep dive drops Wednesday.
Oct 6
•
George Atuan, CFA
4
1
Oil-Dri (ODC): Up 57% in 5 Months, Record Quarter & Why I Sold
Up 57% in 5 Months, Hitting My Target Price and Posting Record Quarterly Results. Why I’m Still Closing the Position
Sep 17
•
George Atuan, CFA
3
1
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
5
1
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
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
1
Rebalancing the Portfolio
Closing 3 positions, reducing another 4, and redeploying capital into 9 existing portfolio positions
Jun 20
•
George Atuan, CFA
6
1
QFIN 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
1
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