Beating The Tide: Stock Picks That Outperform
George Atuan, CFAUnlock exclusive real-time stock ideas and full access to my high-conviction portfolio that’s consistently outperformed the market for over a decade (+31% in 2025; +53% in 2024; 30% annualized since 2012).
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 183 | Founded | a year ago | Last Issue | 2 days ago |
| Active | |||||
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beatingthetide.comLatest Issues
Weekly #83: My February Pick Is Up 140%. Is the Operator Thesis Done?
Hello fellow Sharks,
Ouch, this Weekly took me longer than I thought!
Well, this week the market hit a new all-time high again, but the portfolio still outperformed, widening the gap to the market. If you want to skip straight to the numb...
After Two AI Picks Hit +1,000%, Here's Where I'm Recycling The Capital
A regulatory regime change, a pending European JV, +65% upside against a risk-reward 1 to 2.9. Buy.
Note: Since my trade alert on Monday, the shares are down to $59, so the upside is now 74% with a risk-reward of 1 to 3.2. Even better!
Trade Alert: Closed ALL, Trimmed STRL, Bought My Fourth-Bucket Pick
Today I closed Allstate (ALL) and trimmed Sterling Infrastructure (STRL). The capital is being recycled into a new position in a sector I've spent the past month digging into.
The new name is the fourth bucket of the diversification I’ve b...
Weekly #82: Letter From an Older Brother (Who Also Started Broke)
Hello fellow Sharks,
This week was a down week for the portfolio and we lagged the S&P 500. But it is all good as we are in this for the long term. If you want to skip straight to the numbers, jump to the Portfolio Update.
Some have been...
STRL Q1 2026 Update: Tsunami Confirmed, Asymmetry Spent
Since I added STRL to the portfolio at $76.68, the position has compounded to $851.35 today, a return of +1,010% at an 8.9% portfolio weight.
It is the position that anchored Weekly #81’s discussion of when not to sell a winner.
We are n...
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Engineer, MBA, CFA and portfolio manager. Sharing insights from 14 years of beating the market, blending deep analysis with real-world experience. Subscribe for actionable investment ideas and strategies.
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