Land And Expand

Posted by Minerva on Jan 25, 2021 7:00:11 AM

We've been busy here at Cestrian Capital Research, Inc - and we're getting busier.  We share with you news about our new 'Cestrian Elements' service, highlight some recent work of ours, and take a brief look at the investment research we'll be publishing in the coming weeks.

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Topics: Public Posts, Cloud, CRM, CRWD

Virgin Galactic - Actionable Alert

Posted by Minerva on Dec 16, 2020 9:23:59 PM

Virgin Galactic (SPCE) has delivered a sound performance since we went to Buy in this, our Pro service, on 2 July 2020.  In our latest subscriber note, we flag three recent newsflow items of late that we believe have implications for the stock.

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Topics: Virgin Galactic (SPCE), Public Posts

SAIC Q3 Earnings Review Pro Note Now Live

Posted by Minerva on Dec 11, 2020 10:01:17 AM

Science Applications International Corp (SAIC) delivered its Q3 earnings last week.  Our review note for Cestrian Pro subscribers is now live. It features analysis of the earnings report, reflections on the earnings call and our subsequent conversation with the company, considerations on the stock chart, and more. 

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Topics: Public Posts, SAIC

Upcoming New Name Stock Coverage

Posted by Minerva on Dec 1, 2020 9:10:11 PM

In the coming weeks we will be adding a number of stocks to our 'Cestrian Pro' research service.  They will include:

  • Iridium Communications (IRDM), a pureplay space stock
  • L3Harris (LHX), a defense contractor building share in the government space sector
  • Salesforce (CRM), an enterprise cloud software consolidator
Not yet a Cestrian Pro subscriber?  Read on.  We walk you through the service below. 
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Topics: Public Posts, Cloud, Space

Pro Service - Latest Stock By Stock Review

Posted by Minerva on Nov 30, 2020 4:30:05 PM

Now available for Cestrian Pro subscribers, our stock-by-stock review of the names we cover in the service.  We review the progress of AJRD, DT, MANT, MAXR, NOC, SAIC and SPCE.  Pro subscribers can access the review here.

Not yet a Cestrian Pro subscriber?  Read on.  We walk you through the service below. 

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Topics: Public Posts, Cloud, Space

Maxar Technologies - Q3 Earnings Review

Posted by Minerva on Nov 10, 2020 8:42:26 AM

Maxar Technologies (MAXR) reported its Q3 on Thursday 5th November.  Whereupon the stock promptly executed a nosedive.  We publish our earnings review for Simplex Pro subscribers here.  (Full Duplex Pro subscribers enjoy real-time earnings reactions in our dedicated Slack channel ahead of our published notes).

If you're not yet a Cestrian Pro subscriber, you can learn more
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Topics: Maxar Technologies, Public Posts, maxr

Virgin Galactic Q3 Earnings Preview

Posted by Minerva on Nov 4, 2020 9:41:18 AM

Virgin Galactic (SPCE) reports its Q3 of FY12/20 tomorrow after the close.  Our earnings preview for Cestrian Pro subscribers is now live.  Relevant links as follows (S indicates subscriber-only):

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Topics: Virgin Galactic (SPCE), Public Posts

Maxar Technologies - Q3 Earnings Preview Now Live

Posted by Minerva on Nov 3, 2020 10:47:40 PM

Our Q3 Earnings Preview note on Maxar Technologies (MAXR) for Pro subscribers is now live.  Subscribers can view the note here.

If you're not yet a Cestrian Pro subscriber, you can learn more about our Pro service
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Topics: Public Posts, maxr

Aerojet Rocketdyne - Q3 Earnings & October Update

Posted by Minerva on Oct 30, 2020 6:29:48 PM

Aerojet Rocketdyne (AJRD) has never been in better shape.  Ever.  Its stock is approaching a key level.  Our Pro subscriber update is now live - Pro subscribers can access the note here.

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Topics: Public Posts, Aerojet Rocketdyne (AJRD), Space

Cloud's Going To Keep Rising

Posted by Minerva on Oct 28, 2020 2:13:19 AM
We can trace our technology investing DNA here at Cestrian Capital Research back to the Dreamtime, otherwise known as the Days Before The Internet.  The promise offered by burgeoning network technologies in the 1990s and early 2000s was one of distributed working, mobile consumption and generally being untethered from any one particular location.  Well, it might have taken two decades longer than expected, and it needed a global pandemic to fully catalyze the shift, but the distributed enterprise is finally here, and we think it's here to stay.  And the distributed enterprise is going to have to spend some more money on IT.  We expand on this below and work through which segments of the tech investing landscape can benefit as a result.
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Topics: Public Posts