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.