Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
CrowdStrike Q4 FY1/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
BDC Report for Q4: “The Party’s Over”
Pass The Seltzer?
Market On Open, Monday 24 March
Green Day
Market On Close, Friday 21 March
Opex. Sheesh.
A Dead-Inside Take On Bitcoin
The Post-“Wen Lambo?” Era Is Upon Us.
RIA - ETF Sector Rotation Update, Thursday 20 March
Today’s Model Portfolio Changes.
Micron Q2 FY8/25 Earnings Review
A Wee DRAM
Registered Investment Adviser Service - Prices Rise 31 March