Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
RocketLab Q1 FY12/24 Earnings Review
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Less Than Marvell -ous, But Still OK - MRVL Q1 FY1/25 Earnings Review
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Synopsys Q2 FY10/24 Earnings Review
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Obsessives 1, Doomscrollers 0
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May Yet Become A Good Business! (Sentinel One Q1 FY1/25 Earnings Review)
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Party Like It’s … December 2022?!? (MDB Q1 FY1/25 Earnings Review)
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Never In Doubt (*) (ZS Q3 FY7/24 Earnings Review)
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How To Save $100 In 24 Hrs
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Form An Orderly Queue! (TENB Q1 FY12/24 Earnings Review)
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The Breadcrumb Trail (DT Q4 FY3/24 Earnings Review)
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