Alex King

Alex King

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 19 September

Still Not The Real Reaction

Palo Alto Q4 FY7/24 Earnings Review

Box Clever

Synopsys Q3 FY10/24 Earnings Review

Designs On A New ATH?

Marvell Q2 FY1/25 Earnings Review

An AI Capex Beneficiary … Soon?

Market On Open, Tuesday 17 September.

Three Things Only.

Autodesk Q2 FY1/25 Earnings Review

If Capex Then Autodesk, And If Autodesk, Then Probably Not Recession.

Market On Open, Monday 16 September

The Rate Cut Doesn't Matter. Yes Really.

Adobe Q3 FY11/24 Earnings Review

Probably Not Stuck In The Mud For Long

Market On Open, Friday 13 September

Follow Us For Super Smart Community Involvement!

PagerDuty Q2 FY1/25 Earnings Review.

The Last Alert