Trade Alerts

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

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

Rebalancing the Portfolio

Closing 3 positions, reducing another 4, and redeploying capital into 9 existing portfolio positions

Jun 20 •

George Atuan, CFA

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

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

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

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

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

Closing three positions in Portfolio USA

Hello fellow Sharks,

Apr 29 •

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.

Apr 24 •

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

Apr 8 •

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.

Mar 21 •

George Atuan, CFA

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