
Latest
Dec
01
Razor's Edge: Elastic Notes
So, for those looking to understand this more here is some of the work that got me so interested in
11 min read
Nov
28
Razor's Edge: SaaS Earnings/Elastic Long
3 min read
Nov
15
Razor's Edge: Quick Macro Commentary
2 min read
Nov
09
Razor's Edge: Twlo/Hubs/Veev
2 min read
Nov
03

Razor's Edge: Sprout Notes
4 min read
Nov
02
Razor's Edge: Qualcomm/Roku/Payc
2 min read
Oct
31
Razor's Edge: Paycom Post-Mortem
3 min read
Oct
30
Sprout: Management’s Hubris And New Evidence Drastically Bolster The Short Thesis
Time to revisit the original thesis from March 2023:
1) Sprout’s 2023/2024 ARR guide is very aggressive considering
41 min read
Oct
26
Razor's Edge: Meta
1 min read
Oct
25
Razor's Edge: Vicor Post-Mortem
1 min read