Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open - Monday 4 March
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Iridium Q4 FY12/23 Earnings Review
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Autodesk Q4 FY1/24 Earnings Review
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Snowflake Q4 FY1/24 Earnings Review
I Liked It So Much I Bought The Dip
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ZScaler Q2 FY7/24 Earnings Review
Still Our Top Pick In Cybersecurity.
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Salesforce Q1 FY1/24 Earnings Review
Oracle, Salesforce, Salesforce, Oracle … So Hard To Tell Them Apart
Okta Q4 FY1/24 Earnings Review
Now Looking Like A Real Company!
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Matterport Q4 FY12/23 Earnings Review
Rocket Lab Q4 FY12/23 Earnings Review
A VC play with a tradable ticker.
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Market On Open - Wednesday 28 February
Getting Boring Now
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