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

Mar 31, 2025

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

Mar 28, 2025

6 min read

Mar

26

Razor's Edge: Doximity & "Edge" Blinders

Mar 26, 2025

3 min read

Mar

17

Razor's Edge: Doximity Short

Mar 17, 2025

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

Mar 13, 2025

8 min read

Mar

10

Razor's Edge: Oracle Short Hedge

Mar 10, 2025

14 min read

Mar

07

Razor's Edge: Mongo'd COSS

Mar 7, 2025

11 min read

Feb

28

Razor's Edge: Elastic Thoughts

Feb 28, 2025

5 min read

Feb

27

Razor's Edge: ESTC THOUGHTS

Feb 27, 2025

Feb

27

Razor's Edge: Mclovin Bear Raid

Feb 27, 2025

5 min read