All Our Tech Select Pro Webinar Recordings

Pro-tier members can access all our recordings from this page.

DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.

All Our Tech Select Webinars In One Place

Every week we run a live, open-mic webinar for our Pro-tier subscribers. The topic is driven by what’s happening in the market at that time. This week we covered the unpopular question of whether the so-called Woodstocks - unprofitable, high growth tech names - can recover. At present the general sentiment in the market is that such names were merely a folly for Gen Z proto-traders in the 2020/21 Covid crisis times. But as is usually the case, general sentiment is behind the times and ignorant of the present reality. This class of companies - which includes names such as ZS 0.00 , PD 0.00 , NET 0.00 , FSLY 0.00 , PINS 0.00 and so forth - have way stronger fundamentals than folks realize. Many are now cashflow positive or are soon to become so. And whilst Chad (who is now a rate-trader expert already, and is soon to be a bank stock expert) has moved on, taking the losses and the blows, Big Money has been busy accumulating these names - since around May 2022 if you look at the charts of most of them. This looks very much to us like a precursor to a move up, so that this time around Big Money gets the benefit of this cohort (Big Money mainly missed the win in 2020-21 on account of their underestimating the quality of companies involved).

So, last night’s webinar covered a selection of these names and looked at attractive entry prices, risk management methods, and price targets. Pro-tier members, scroll down for the recording.

If you’d like to join these webinars live - we run open-mic so you can ask us anything - , and/or to watch the recordings, all you need to do is to take out a Pro-tier membership here. You also get 24/7 access to our NEW standing datasheet with all our latest ratings and charts for the tech stocks we cover, including a flag showing Cestrian staff personal account positions (long / short / no position) in covered stocks.

You can sign up right here.

DISCLOSURE - Cestrian Capital Research, Inc staff personal accounts hold long positions in all stocks mentioned in this article.