Market Before The Open, Thursday 8 August
Cash Is 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 Close, Tuesday 6 August
Cash Is King!
Buy The Dip Or Run For The Hills? A Short Note On Risk Management.
DISCLAIMER: This note is intended for US recipients only and,
Market On Open, Monday 5 August
Wen Bounce?
Intel Q2 FY12/24 Earnings Review
Make Santa Clara Great Again. Someone. Anyone!
Twilio Q2 FY12/24 Earnings Review
Looking better on all fundamentals; stock has yet to reflect this in full.
Cloudflare Q2 FY12/24 Earnings Review
Order book growth accelerating, revenue growth holding steady, cashflow margins up. What's not to like?
Apple Q3 FY9/24 Earnings Review
$AAPL looks like a superb port in the current storm.
Market On Open, Friday 2 August
In The Wake Of The P-Bomb, Part Deux
Market On Open, Thursday 1 August
In The Wake Of The P-Bomb