growth sector focus.

CLOUD SOFTWARE.

Plenty Of Growth Ahead For The New Cloud Generation.

It's still early days in cloud software and plentiful investment returns are yet to be made. We expect revenue growth rates to outpace GDP growth for decades to come, and we see the best of the New Cloud Generation now producing profits and cashflow even whilst in hypergrowth mode. Decades of institutional technology investing sits behind our insight and analysis.

We cover the most exciting stocks in the sector, including Alteryx (AYX), CrowdStrike (CRWD), DataDog (DDOG), Fastly (FSLY), MongoDB (MDB), PagerDuty (PD), Slack (WORK) and Veeva Systems (VEEV).

SPACE.

CLOUD SOFTWARE.

Think Space Is Just For Venture Capitalists? Think Again.

We're expert in space-sector investing. Public space stocks have outperformed the market for quite some time now and we see no reason that cannot continue. As strategic competition in space re-emerges between the US, China, Russia, India and the EU, we expect space spending to maintain its direct ascent, to the benefit of vendors in the sector.

We cover the most important space stocks, including Aerojet Rocketdyne (AJRD), Iridium Communications (IRDM), Maxar Technologies (MAXR), Northrop Grumman (NOC) and Virgin Galactic (SPCE).

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Blog Posts.

Cestrian Fundamentals.

Blog posts are free to all and cover topics of interest to us. Software, space, macro, investing strategy, market outlook, specific stock developments, and more.

We post on this website and also on the SeekingAlpha blog platform.

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DISCLAIMER

DISCLAIMER: This website is intended for US recipients only and in particular is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author(s) of this website, or related persons, may have a position in any stocks, security or financial instrument referenced in this website. Any opinions, analyses, or probabilities expressed in this site are those of the author as of the note’s date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.

Cestrian Capital Research, Inc.

Cestrian Capital Research, Inc.

Independent Investment Research.

growth sector focus.

CLOUD SOFTWARE.

CLOUD SOFTWARE.

CLOUD SOFTWARE.

SPACE.

CLOUD SOFTWARE.

CLOUD SOFTWARE.

subscriber reviews.

"Good Stuff Here".

"Wonderful Service".

"Good Stuff Here".

"Real Research".

"Wonderful Service".

"Good Stuff Here".

"Wonderful Service".

"Wonderful Service".

"Wonderful Service".

three service TIERS.

Blog Posts.

Cestrian Fundamentals.

Cestrian Fundamentals.

Cestrian Fundamentals.

Cestrian Fundamentals.

Cestrian Fundamentals.

Cestrian Pro.

Cestrian Fundamentals.

Cestrian Pro.

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