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 17 April
Dare To Dream
Taiwan Semiconductor Q1 FY12/25 Earnings Review
Looks Good. No Really.
Dell Corporation Q4 FY1/25 Earnings Review
Does This Chart Really Not Lie?
Market On Open, Wednesday 16 April
H20 Is The New Reserve Currency, Apparently
RIA - ETF Sector Rotation Update, Monday 14 April
An Easy Client Conversation.
Market Before The Open, Monday 14 April
Ideas x Money
Market On Open, Thursday 10 April
How D’Ya Like Them Apples? (Sacks, D., 9 April 2025)