Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Software Sector Update (The Cestrian Circle Newsletter)
Rumors of the resurrection….
Bear Party Starts In 5, 4, 3….
Bears > ATHs
Cadence Design Systems (CDNS) Q1 FY12/26 Earnings Review
All About That 200-day SMA
Understanding Datacenter Interconnect Stocks - An Operator’s Guide
Actual Expertise Featured In This Note
The Only Way Is …. Up?
ATHs > Bears
Here Comes Software (The Cestrian Circle Newsletter, No Paywall).