Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Nvidia Q2 FY1/25 Earnings Review
Not So Difficult Really.
HubSpot Q2 FY12/24 Earnings Review
Looooong in the tooth.
Fortinet Q2 FY12/24 Earnings Review
Stayin' Alive
Market On Open, Tuesday 27 August
.236 Or B-Wave High?
Autodesk Q1 FY1/25 Earnings Review
Even The Management Team Is Bored
Snowflake Q2 FY1/25 Earnings Review
Mainly Mud Right Now
Market When Closed, Sunday 25 August
Powell Jacks The Market
Market On Open, Friday 23 August
DISCLAIMER: This note is intended for US recipients only and,
Dynatrace Q1 FY3/25 Earnings Review
Rock Steady
Market On Open, Thursday 22 August
DISCLAIMER: This note is intended for US recipients only and,