Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Nobody Has Heard Of It And Nobody Cares (DOCN Q1 FY12/24 Earnings Review)
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Sometimes You Do Actually Have To Put The Work In (TWLO Q1 FY12/24 Earnings Review)
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Flash Crash
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Looks Cold, Isn't.
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The Nvidia Event Horizon
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Not A Bubble (NVDA Q1 FY1/25 Earnings Review)
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A Peaceful, Easy Feeling
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Full Afterburner Lit (NOC Q1 FY12/24 Earnings Review)
Northrop Grumman (NOC) Q1 FY12/24 Earnings Review
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On The Launchpad?
The Trade Desk ($TTD) Q1 FY12/24 Earnings Review
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Patience, I Believe, Will Be Rewarded
Spire Global ($SPIR) Q1 FY12/24 Earnings Review
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