Market On Open, Friday 27 February
You Are Not Prepared Enough.
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open, Thursday 26 February
Software Is Dead.
Long Live Software!
Nvidia Q4 FY1/26 Earnings Review
Yawn All You Like, Losers
The Trade Desk Q4 FY12/25 Earnings Review
“Please Don’t Turn The Lights Out” - J. Green
Market On Close, Tuesday 24 February
I Don’t Want To Be A Doomer But...
For Independent Investors
DISCLAIMER: This note is intended for US recipients only and,
For RIAs
DISCLAIMER: This note is intended for US recipients only and,
For Institutions
DISCLAIMER: This note is intended for US recipients only and,
DataDog (DDOG) Q4 FY12/26 Earnings Review
The Ddog Days Of Software
Market On Open, Monday 23 February
Price Not Narrative. Repeat After Me.