L3Harris Q2 FY12/24 Earnings Review
When Deleverage Is A Good Thing
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Okta Q2 FY1/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Market When Closed, Sunday 1 September
Roaring Into September
Iridium Communications Q2 FY12/24 Earnings Review
Apparently toast in real life; but rather promising on a stock chart.
Tenable Q2 FY12/24 Earnings Review
Thank U, Next
Crowdstrike Q2 FY1/25 Earnings Review
Nobody Mention Blue Screen Day. On Pain Of Death!
SentinelOne Q2 FY1/25 Earnings Review
CRWD’s Loss Is S’s Gain
Market On Close, Wednesday 28 August
Nvidia Ruins Capitalism
Nvidia Q2 FY1/25 Earnings Review
Not So Difficult Really.
HubSpot Q2 FY12/24 Earnings Review
Looooong in the tooth.