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 3 November
Midterms Start Today. Yes They Do.
Lumen Technologies Q3 FY12/25 Earnings Review
Back To The Future.
Market On Open, Friday 31 October
Andy Jassy Saves The Day!
Amazon Q3 FY12/25 Earnings Review
Boomage!
Market On Open, Thursday 30 October
Not 1929. Not Today.
Meta Platforms Q3 FY12/25 Earnings Review
Someone Tell Him.
Microsoft Q1 FY6/26 Earnings Review.
GOAT.
Market On Open, Wednesday 29 October
Pre-FOMC Tension.
Warren Buffett Isn’t Always Wrong
No it’s not crypto or semiconductor.
Try to stay awake anyway.