Alex King

Alex King

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 DISCLAIMER: This note is intended for US

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? DISCLAIMER: This note is intended

Inner Circle - Model Portfolio Review

So far so good. DISCLAIMER: This note is intended for

Market On Open - Friday 23 February

The Day After The Singularity DISCLAIMER: This note is intended

Market On Open - Thursday 22 February

In Which King Jensen Saves Capitalism DISCLAIMER: This note is

Market On Open - Tuesday 20 February

Opex In The Rearview, Let Reality Show Itself! DISCLAIMER: This

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,