Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open, Thursday 20 February
Thar She Blows!
Synopsys Q4 FY10/24 Earnings Review
When The Chips Are Down
Apple Q1 FY9/25 Earnings Review
Eat That, US Robotics
RIA - Sector Rebalance Update, Wednesday 19 February
Today’s Model Portfolio Changes.
Market On Open, Wednesday 19 February
Zzzzzzzzz
Oh Wait!!
RIA - Sector Rebalance Update, Tuesday 18 February
Today’s Model Portfolio Changes.
Pinterest Q4 FY12/24 Earnings Review
Losing Interest.
Vertiv Holdings Q4 FY12/24 Earnings Review
Not A Buffett Stock - Proceed Accordingly
Market On Open, Tuesday 18 February
Econ 101 v2.0
Further Analysis - Current Sector Rotation Allocations