Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open, Friday 20 February
Event Risk
Opendoor Q4 FY12/25 Earnings Review (NO PAYWALL)
I Love The Smell Of Inventory Unwind In The Morning
Figma (FIG) Q4 FY12/25 Earnings Review
Layers Upon Layers
Qualcomm (QCOM) Q1 FY9/26 Earnings Review
Wen NAND?
Market On Open, Wednesday 18 February (NO PAYWALL)
Maybe It’s NOT All Over??
Make Hardware Great Again: How AI Is Shaking Up The Cybersecurity Market
Have ASIC, Will Travel
Market On Open, Tuesday 17 February
Has Fear Won?
Upgraded SignalFlow AI Long/Short Service
Now With Gyrostabilizers!
Market On Open, Thursday 12 February
Wen XLK?
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