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 March
Step By Step
Marvell Technologies Q4 FY1/25 Earnings Review
Not Looking Very Marvell-ous Right Now
Market When Closed - Tuesday 18 March
Act II
RIA - ETF Sector Rotation Update, Tuesday 18 March
Today’s Model Portfolio Changes.
Okta Q4 FY1/25 Earnings Review
$OKTA, Presently A Levered Play On $QQQ
Synopsys Q1 FY10/25 Earnings Review
Not Special
Market When Closed - Monday 17 March
Act I
Market When Closed - Saturday 16 March
Wait, What??
RIA - ETF Sector Rotation Update, Friday 14 March
Today’s Model Portfolio Changes.
RIA - ETF Sector Rotation Update, Thursday 13 March