Nvidia Q4 FY1/26 Earnings Review
Yawn All You Like, Losers
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
The Trade Desk Q4 FY12/25 Earnings Review
“Please Don’t Turn The Lights Out” - J. Green
Market On Close, Tuesday 24 February
I Don’t Want To Be A Doomer But...
For Independent Investors
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For RIAs
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For Institutions
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DataDog (DDOG) Q4 FY12/26 Earnings Review
The Ddog Days Of Software
Market On Open, Monday 23 February
Price Not Narrative. Repeat After Me.
Market On Open, Friday 20 February
Event Risk
Opendoor Q4 FY12/25 Earnings Review (NO PAYWALL)
I Love The Smell Of Inventory Unwind In The Morning