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Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Taiwan Semiconductor Q4 FY12/2025 Earnings Analysis
Its About The Decoupling, Stupid
Particles, Patents, Pandemics, and Plaintiffs
What Lies Beneath
Market On Open, Friday 16 January
Laggards Are Becoming Leaders
Incyte (INCY) – Q3 - 2025 Review
Another Pharma Patent Cliff Rebuild Story?
Market On Close, Wednesday 14 January
A Note From Inside The Matrix
Market On Close, Tuesday 13 January - No Paywall - Some Useful Stuff Here
Let’s Go Round Again.
Market On Open, Sunday 11 January
Homework!
Market On Open, Friday 9 January
1-800-NO-SCOTUS?
Pfizer ( PFE ) – Q3 2025 Review
The Stock That Fell To Earth
Vertiv Holdings Q3 FY12/25 Earnings Review
Still Racking Up The Wins
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