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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…
Nov 9
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George Atuan, CFA
2
3
Weekly #54: Mr. Market Handed Us a Gift With LRN
Portfolio +34.3% YTD, 2.3x the market since inception. CLS jumped 15% after another stellar quarter, OPFI beat and raised guidance, and LRN gave us the…
Nov 2
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George Atuan, CFA
5
1
Weekly #53: Fast Feels Good. Slow Wins
Portfolio +32.4% YTD, 2.3x the market since inception. Do less; earn more. Discipline beats action; nine portfolio companies reported; only one missed…
Oct 26
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George Atuan, CFA
5
Weekly #52: From Silicon Strength to Southern Storms. TSM Revised, Argentina Reassessed
Portfolio +27.7% YTD, 2.4x the market since inception. TSM’s 2025 story just got stronger and valuation higher. Argentina’s latest downturn shows why…
Oct 19
•
George Atuan, CFA
4
2
Weekly #51: Tariffs Again? I’ll Stick to Process
Portfolio +23.7% YTD, 2.4x the market since inception. Tariff headlines, a faster research playbook & an ODC earnings check.
Oct 12
•
George Atuan, CFA
5
Weekly #50: Fashionably Late Investing. What Parties Taught Me About Catalyst Timing
Portfolio +27.1% YTD, 2.2x the market. Skip the first +30%. Buy when evidence is real and time-boxed.
Oct 5
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George Atuan, CFA
3
Weekly #49: Billion-Dollar AI Love Triangle: How OpenAI, NVIDIA & Oracle Reset Data-Center Capex
Portfolio +26.6% YTD, 2.3x the market, plus OpenAI–NVIDIA–Oracle reset AI data-center demand.
Sep 28
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George Atuan, CFA
6
Weekly #48: Never Stop Asking Why, The 5 Whys for Better Investing plus good and bad news on Celestica (CLS)
Portfolio +28.9% YTD, 2.4x the market, plus how a simple “5 Whys” routine improves stock selection, sell discipline, and conviction from the shop floor…
Sep 21
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George Atuan, CFA
6
Weekly #47: The Hidden Power of Playing Defense in Investing
Portfolio +25.6% YTD, 2.4x the market, plus why the “avoid losing” mindset drives compounding.
Sep 14
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George Atuan, CFA
4
Weekly #46: Why 20% of Stocks Create 80% of Your Returns
Portfolio is up +22.6% YTD. This week one stock (CLS) delivered over half the gains in a 36-position portfolio. Here’s how the Pareto principle shapes…
Sep 7
•
George Atuan, CFA
3
1
Weekly #45: Opportunity Cost — Always Compare With Your Best Alternative
Portfolio is up +17.8% YTD. A personal tale of riot-driven change, a new watchlist of high R:R stock picks, and a Thought of the Week on why every…
Aug 31
•
George Atuan, CFA
3
Weekly #44: The Rise and Fall of Moats: When Walls Built to Protect Become Traps
Portfolio is up 17.1% YTD. From Anheuser-Busch to Blockbuster, history shows that walls meant to protect often trap, and the same lesson applies to…
Aug 24
•
George Atuan, CFA
3
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