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

Dec 1, 2023

11 min read

Nov

28

Razor's Edge: SaaS Earnings/Elastic Long

Nov 28, 2023

3 min read

Nov

15

Razor's Edge: Quick Macro Commentary

Nov 15, 2023

2 min read

Nov

09

Razor's Edge: Twlo/Hubs/Veev

Nov 9, 2023

2 min read

Nov

03

Razor's Edge: Sprout Notes

Nov 3, 2023

4 min read

Nov

02

Razor's Edge: Qualcomm/Roku/Payc

Nov 2, 2023

2 min read

Oct

31

Razor's Edge: Paycom Post-Mortem

Oct 31, 2023

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

Oct 30, 2023

41 min read

Oct

26

Razor's Edge: Meta

Oct 26, 2023

1 min read

Oct

25

Razor's Edge: Vicor Post-Mortem

Oct 25, 2023

1 min read