Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Incyte (INCY) – Q3 - 2025 Review
Another Pharma Patent Cliff Rebuild Story?
Market On Close, Wednesday 14 January
A Note From Inside The Matrix
Market On Close, Tuesday 13 January - No Paywall - Some Useful Stuff Here
Let’s Go Round Again.
Market On Open, Sunday 11 January
Homework!
Market On Open, Friday 9 January
1-800-NO-SCOTUS?
Pfizer ( PFE ) – Q3 2025 Review
The Stock That Fell To Earth
Vertiv Holdings (VRT) Q3 FY12/25 Earnings Review
Still Racking Up The Wins
Market On Open, Thursday 8 January
Wider, Deeper Coverage Starts Today
Metals On Open, Wednesday 7 January
BTFD x WW3
In Pursuit Of Entropy: The Trade Desk ($TTD) Q3 Earnings Review