Alex King

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