Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
The World Is At War … And You’re Bearish Cybersecurity?? The Cestrian Circle Newsletter
Don’t Sleep On Cyber!
The Schrödinger Market: Is This Cat Dead Or Alive?
ALERT: May Not Survive The 0800 DoW Briefing
Here Comes Q2 - Will It Be Bullish?
Has Armageddon Been Averted Or Only Paused?
The Future Of Software, And How To Spot The Companies That Grasp It - The Cestrian Circle Newsletter
DISCLAIMER: This note is intended for US recipients only and,
The Beginning Of The End For Social Media - Pinterest (PINS) Q4 FY12/25 Earnings Review
Mood Board: Color Me Depressed
How To Price Boots On The Ground
If X Then Y, But If X Then Also Not Y
Stocks Also Do Go Up - The Cestrian Circle Newsletter
The Grass Actually IS Greener Over There
Is Volmageddon Coming?
Are We Ruined Now?
Has A Rally In The Nasdaq Begun?
Face Ripping Rally, Anyone?
The Future Of War, Part Deux - One Stop Systems (OSS) Q4 FY12/25 Earnings Review