Latest
May
15
Razor's Edge: Docs/Quick Mkt Thoughts/ My Pair Victory Lap
2 min read
May
08
Razor's Edge: Mclovin Analysis
6 min read
May
07
Razor's Edge: Mclovin
May
07
Razor's Edge: Mclovin & Some Quick CRM Thoughts
3 min read
Apr
28
Razor's Edge: Volatility Gyrations & Salesforce thoughts
3 min read
Apr
21
Razor's Edge: Netflix/Tariffs/Osmosis
2 min read
Apr
10
Razor's Edge: Some Quick Updates
2 min read
Apr
07
Razor's Edge: Tariffs vs. Brand America...and old debate...
11 min read
Mar
31
Razor's Edge: More Mclovin & Some Doximity Thoughts
To be honest at this point you can't say much other than the recent short-analysis is just flat
2 min read
Mar
28
Razor's Edge: In Defense of Mclovin.....Again...
Applovin really is popular in the activist short community huh?
They are now the undeniable title holder with respect to
6 min read