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

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

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