Latest
May
19
Razor's Edge: Cisco Juniper Read & SaaS earnings
3 min read
May
18
Razor's Edge: Quick Macro Thoughts
2 min read
May
18
Razor's Edge: Is There A Case For Buying Twitter Again?
6 min read
May
09
Razor's Edge: May 9th, 2022
6 min read
May
04
Razor's Edge: Changing of The Growth Mgmt Guard ?
7 min read
May
04
Razor's Edge: Old Invitae Short Thesis
“We have been living and illusion that revenue and growth equals success. Even the press goes for it” -Bill Gurley1)
35 min read
May
02
Razor's Edge: Amazon Tilts The Market
6 min read
Apr
27
Razor's Edge: Juniper/Boeing Earnings Notes
3 min read
Apr
25
Razor's Edge: Earnings Week Thoughts
9 min read
Apr
24
Razor's Edge: GPU Bearishness Ticks Up
5 min read