The Razor's Edge
Market Musings, Analysis, and Investment Ideas

Latest

Aug
27

Razor's Edge: OKTA/MDB

3 min read
Aug
26
Razor's Edge: Searching for 100 Baggers

Razor's Edge: Searching for 100 Baggers

2 min read
Aug
25

Razor's Edge: Carvana vs. Opendoor; Supreme Intelligence Edition

I asked the Supreme Intelligence to evaluate whether Opendoor will be the next Carvana. Her is what she thinks... fyi-
4 min read
Aug
25

Razor's Edge: Ai Blues?

5 min read
Aug
20

Razor's Edge: Quick Note

1 min read
Aug
14

Razor's Edge: Quick Updates

2 min read
Aug
12

Razor's Edge: SAAS REX

6 min read
Aug
11

Razor's Edge: Reddit Roller Coaster

3 min read
Aug
06

Razor's Edge: Quick Thoughts

2 min read
Aug
05

Razor's Edge: De-risking