Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market When Closed, Tuesday 25 March
Waiting ….
EQT Q4 FY12/24 Earnings Review
On Fire
Chevron (CVX) Q4 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
ExxonMobil Q4 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
CrowdStrike Q4 FY1/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
BDC Report for Q4: “The Party’s Over”
Pass The Seltzer?
Market On Open, Monday 24 March
Green Day
Market On Close, Friday 21 March
Opex. Sheesh.
A Dead-Inside Take On Bitcoin
The Post-“Wen Lambo?” Era Is Upon Us.
RIA - ETF Sector Rotation Update, Thursday 20 March