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 1 May
C’mon, You Have To See The Funny Side
Meta Platforms Q1 FY12/25 Earnings Review
Never In Doubt
Snowflake Q4 FY1/25 Earnings Review
Wake Me Up Before You Snow Snow
More Evidence Of The AI Trade Being Not Yet Dead
VRT Q1
Market On Open, Wednesday 30 April
Sunny Uplands Ahead, Treacherous Scree Underfoot?
Cadence Design Systems Q1 FY12/25 Earnings Review
So Soon?
Cadence Design Systems - Q4 FY12/24 Earnings Review