Today we start work on our new Revue / Twitter newsletter, ‘Cestrian Stocks Bulletin’. We have a lot to say about stocks and we figured at least some of what we have to say could be of interest to folks.
If you don’t know our firm, here’s a little about us.
Established in 2017, we’re an SEC-regulated independent investment research business. Our focus is on two distinct sectors - space and technology.
- Space: We remain one of the few public stock research companies covering the space sector. Our ‘Cestrian Fundamentals’ subscription service is the #1 space sector service on the Seeking Alpha Marketplace platform. We cover names such as Maxar Technologies ($MAXR), Spire Global ($NSH), Virgin Galactic ($SPCE), Lockheed Martin ($LMT) and others.
- Tech: We focus exclusively on cloud software and services companies - all the names you know and likely some you don’t. Examples include CrowdStrike ($CRWD), Salesforce ($CRM) and CloudFlare ($NET).
We usually also have a lot to say about the state of the market, whether stock A or B has over- or under-reacted to news, what the future holds for cloud and space companies, and many other topics.
Our Revue newsletter will take shape as we go along. Initially we plan to use this as a free-to-air blog service; we will be launching a premium, pay-service in due course on this platform.
Cestrian Capital Research, Inc - 29 March 2021.