
Latest
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
Mar
26
Razor's Edge: Doximity & "Edge" Blinders
3 min read
Mar
17
Razor's Edge: Doximity Short
3 min read
Mar
13

Razor's Edge: The Pac-Man Pod Market
I really enjoyed this article on the Squid Game Stock Market which got me thinking about something everyone in the
8 min read
Mar
10
Razor's Edge: Oracle Short Hedge
14 min read
Mar
07
Razor's Edge: Mongo'd COSS
11 min read