Alex King

Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.

More Boxes, More Problems (FTNT Q1 FY12/24 Earnings Review)

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Reports Of Its Demise May Prove Premature (PANW Q3 FY7/24 Earnings Review)

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Defense Stocks Continue To Play Offense (LMT Q1 FY12/24 Earnings Review)

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But We’re Ohana! Stop Selling! (CRM Q1 FY1/25 Earnings Review)

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But What If The Chips Are … Down?

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Let's Not Talk About The Bad Old Days! (OKTA Q1 FY1/25 Earnings Review)

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Sell Everything And Buy Nvidia!!! (*)

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The Next Nvidia? The Case For ARM

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Back To Work Folks

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Now At All Time Highs. Woot. Not. (RTX Q1 FY12/24 Earnings Review)

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