Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Initiating Coverage Of Merck & Co (MRK).
More evidence of rotation into healthcare stocks
Why Inner Circle Exists — And Why Prices Rise Jan 5
Save 50pc Before Jan 5
Market On Open, Friday 19 December
Opex Day, Expect The Unexpected
Market On Open, Thursday 18 December
In Which Inflation Exits Stage Left
Blowout! - Micron (MU) Q1 FY8/26 Earnings Review
There’s Not Enough Silicon In Arizona
Market On Close, Tuesday 16 December
AI Bubble vs. Geopolitical Power Struggle
ADMA Biologics Q2 FY12/25 Earnings Review
Running With The Big Dogs
Market On Open, Monday 15 December
Billy Bob Thorton May Have Left The Building
The AI Trade Lives! Broadcom Q4 FY10/25 Earnings Review