Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Taiwan Semiconductor Q1 FY12/25 Earnings Review
Looks Good. No Really.
Dell Corporation Q4 FY1/25 Earnings Review
Does This Chart Really Not Lie?
Market On Open, Wednesday 16 April
H20 Is The New Reserve Currency, Apparently
RIA - ETF Sector Rotation Update, Monday 14 April
An Easy Client Conversation.
Market Before The Open, Monday 14 April
Ideas x Money
Market On Open, Thursday 10 April
How D’Ya Like Them Apples? (Sacks, D., 9 April 2025)