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

Latest

Sep
28
Razor's Edge: Zoom/Twitter

Razor's Edge: Zoom/Twitter

2 min read
Sep
23
Razor's Edge: Payroll SaaS Short Notes

Razor's Edge: Payroll SaaS Short Notes

9 min read
Sep
23

Razor's Edge: Position Updates

1 min read
Sep
22

Razor's Edge: Quick Position Updates

1 min read
Sep
20
Razor's Edge: Druck, Metabummer, Adobe/Figma

Razor's Edge: Druck, Metabummer, Adobe/Figma

7 min read
Sep
19
Razor's Edge: Mosaic and Inflation Reduction Act

Razor's Edge: Mosaic and Inflation Reduction Act

7 min read
Sep
14
Razor's Edge: Twilio/SaaS/Bigtech

Razor's Edge: Twilio/SaaS/Bigtech

4 min read
Sep
09

Razor's Edge: Position Changes

2 min read
Sep
06
Razor's Edge: Positioning Update

Razor's Edge: Positioning Update

4 min read
Sep
01
Razor's Edge: Veev/MDB/OKTA/NVDA

Razor's Edge: Veev/MDB/OKTA/NVDA

5 min read