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Weekly #92: A PE Firm Already Bid $12 For RYAM
Portfolio +35.7% YTD, 3.2x the S&P since inception. Plus, I take the paywall off the May 2025 pick that is up +110%.
Jul 26
•
George Atuan, CFA
7
1
Weekly #91: The Weakest Force That Moves Everything: Why Valuation Is Gravity
Portfolio +31.8% YTD, 2.9x the S&P since inception. Plus, gravity joins the Physics of Investing series, TSMC’s monster quarter, and why I closed GAP.
Jul 19
•
George Atuan, CFA
4
1
8
Weekly #90: Mr. Market Lives in Your Head, Not on Wall Street
Portfolio +39.8% YTD, 3.1x the S&P since inception. Plus, the book that describes Mr. Market line for line, and the voice that pitched me to sell MU all…
Jul 12
•
George Atuan, CFA
10
1
10
Weekly #89: The $437 Trillion Rocket: Sitting Out the SpaceX IPO
Portfolio +36.4% YTD, 3.1x the S&P since inception. Plus, why I’m sitting out the SpaceX IPO, and why the dates that matter start this August, when the…
Jul 6
•
George Atuan, CFA
5
15
Weekly #88: My Top 2026 Pick Is A 4x Bagger, and I'm Raising My Target
Portfolio +39.4% YTD, 3.5x the S&P since inception. Plus, MU grew revenue 346% at an 85% gross margin and locked in 16 multi-year price contracts. The…
Jun 29
•
George Atuan, CFA
10
17
Weekly #87: Why AI Isn't a Bubble, in 5 Dominoes
Portfolio +43.9% YTD, 3.4x the S&P since inception. Plus, a primer on AI economics. Here is the case that the business model is sound, told in 5…
Jun 21
•
George Atuan, CFA
7
19
Weekly #86: Why Buying Nike Today Isn't Brand Investing
Portfolio +41.4% YTD, 3.4x the S&P since inception. Plus, why buying Nike today isn't brand investing, and the 3-question test I run before paying for a…
Jun 15
•
George Atuan, CFA
4
19
Weekly #85: Is Dell Still a Buy After a 220% Run?
Portfolio +34.8% YTD, 3.2x the S&P since inception. Plus, Dell broke every record in Q1 FY2027 and raised the year by $27B. My base case moves to $639…
Jun 7
•
George Atuan, CFA
2
20
Weekly #84: Micron Went Parabolic. I Raised My Target.
Portfolio +39.3% YTD, 3.0x the S&P since inception. Plus, my 2026 pick, MU, went parabolic (+229%) in five months. Here is my updated view.
May 31
•
George Atuan, CFA
4
15
Weekly #83: My February Pick Is Up 140%. Is the Operator Thesis Done?
Portfolio +30.0% YTD, 2.8x the S&P since inception. Plus, since I added Dell to the portfolio with my February trade alert, it’s up 140%, one of the…
May 25
•
George Atuan, CFA
2
16
Weekly #82: Letter From an Older Brother (Who Also Started Broke)
Portfolio +27.7% YTD. Plus, a letter for anyone in their twenties who's been told the system is rigged and the only way out is the trade that 10x's by…
May 17
•
George Atuan, CFA
4
2
11
Weekly #81: The Two Questions That Stop You Selling Winners Early
Portfolio +32.0% YTD, 3.0x the market since inception. The most expensive bias and the two questions I ask instead of locking in.
May 10
•
George Atuan, CFA
4
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