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

Latest

Jan
28
Razor's Edge: Dropbox flashback post

Razor's Edge: Dropbox flashback post

21 min read
Jan
27
Razor's Edge: Free Twilly

Razor's Edge: Free Twilly

2 min read
Jan
25
Razor's Edge: Msft/Ba

Razor's Edge: Msft/Ba

3 min read
Jan
24
Razor's Edge: Position Updates/ Quick Mkt Thoughts

Razor's Edge: Position Updates/ Quick Mkt Thoughts

5 min read
Jan
22

Razor's Edge: Quick Sprout/Netflix Note

3 min read
Jan
19
Razor's Edge: SPT/Meltwater/Sprinklr Quick Note

Razor's Edge: SPT/Meltwater/Sprinklr Quick Note

1 min read
Jan
12
Razor's Edge: Disney/Trian

Razor's Edge: Disney/Trian

3 min read
Jan
11
Razor's Edge: Dash For Trash

Razor's Edge: Dash For Trash

7 min read
Jan
05
Razor's Edge: Anet/Jnpr

Razor's Edge: Anet/Jnpr

2 min read
Jan
04
Razor's Edge: Quick Notes CRM/Bigtech/BA

Razor's Edge: Quick Notes CRM/Bigtech/BA

2 min read