Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open - Wednesday 28 February
Getting Boring Now
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Unity Technologies Q4 FY12/23 Earnings Review
Want To Own A Restructuring Play? This Is What Restructuring
Market On Open - Monday 26 February
Still No Selloff… Wen Selloff?
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Inner Circle - Model Portfolio Review
So far so good.
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Market On Open - Friday 23 February
The Day After The Singularity
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Market On Open - Thursday 22 February
In Which King Jensen Saves Capitalism
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Market On Open - Tuesday 20 February
Opex In The Rearview, Let Reality Show Itself!
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Cloudflare Q4 FY12/23 Earnings Review
Read even if you don't follow Cloudflare. Lot
Evaluating Airbnb's (ABNB) Path Forward- Insights From Q4 FY12/2023 Earnings
The road ahead will not be easy
The Trade Desk Q4 FY12/23 Earnings Review
TTD, a member of the Inner Circle High Beta Portfolio,