Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

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Weeklies

Weekly #66: CLS Dropped 12% for No Valid Reason. Mr. Market Gave a Gift.
Portfolio +8.4% YTD, 2.6x the market since inception. Plus break down the CLS dip, share the survey takeaways, and walk through the changes I’m rolling…
 • George Atuan, CFA
Weekly #65: Why I’m Raising My TSMC Target Price After Earnings
Portfolio +8.0% YTD, 2.5x the market since inception. Plus I watched AGX pop after I closed the position for +166%, and updated my view on TSMC’s upside…
 • George Atuan, CFA
Weekly #64: No Investment Is Risk-Free... And That’s the Point (And a Quick Survey)
Portfolio +4.9% YTD, 2.3x the market since inception. Plus the case for taking calculated leaps of faith and a short survey to make Beating the Tide…
 • George Atuan, CFA
Weekly #63: 2025 Recap and the Venezuela Event That Could Reshape South America
Portfolio +1.7% YTD, 2.3x the market since inception. Plus my early framework for what Venezuela’s reset could mean for migration, oil, and South…
 • George Atuan, CFA
Weekly #62: I Flagged Gold Early. Now Let’s Talk 2026.
Portfolio +34.5% YTD, 2.2x the market since inception. Rates, deficits, and mean reversion: how I’m thinking about gold, silver, and copper from here.
 • George Atuan, CFA
Weekly #61: The GPU vs TPU Debate Is a Distraction
Portfolio +33.1% YTD, 2.3x the market since inception. x
 • George Atuan, CFA
Weekly #60: Why I Sold My Chinese Fintech Stocks
Portfolio +31.9% YTD, 2.2x the market since inception. A detailed breakdown of why I closed FINV and QFIN, what I got wrong.
 • George Atuan, CFA
Weekly #59: Argan Q3 2026 Earning Review, Backlog Booms to $3B as Revenue Dips, Shares Slip
Portfolio +32.5% YTD, 2.2x the market since inception. AGX earnings breakdown, backlog explosion, and a fresh target price... all in a quicker Weekly…
 • George Atuan, CFA
Weekly #58: The S&P 500 Isn’t as Expensive as You Think… and One Sector Is Still Cheap
Portfolio +37.0% YTD, 2.5x the market since inception. Strip out seven mega-caps and the market looks almost normal. Look closer and you’ll find one…
 • George Atuan, CFA
Weekly #57: The AI Boom Feels Familiar But This Cycle Isn’t Over
Portfolio +24.5% YTD, 2.3x the market since inception. Why today feels familiar, why it’s still early, and how to position your portfolio when the crowd…
 • George Atuan, CFA
Weekly #56: Why Passive Taking Over Is Great News for the Rest of Us
Portfolio +28.4% YTD, 2.2x the market since inception. Why passive investing and index funds now dominate, what it means for active investing
 • George Atuan, CFA
Weekly #55: The All-or-Nothing Market
Portfolio +30% YTD, 2.3x the market since inception. This week showed how quickly sentiment swings from optimism to panic. But in markets and in life…
 • George Atuan, CFA
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