akram

akram

May
19
Razor's Edge: Cisco Juniper Read & SaaS earnings

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?

Razor's Edge: Is There A Case For Buying Twitter Again?

6 min read
May
09
Razor's Edge: May 9th, 2022

Razor's Edge: May 9th, 2022

6 min read
May
04
Razor's Edge: Changing of The Growth Mgmt Guard ?

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

Razor's Edge: Amazon Tilts The Market

6 min read
Apr
27
Razor's Edge: Juniper/Boeing Earnings Notes

Razor's Edge: Juniper/Boeing Earnings Notes

3 min read
Apr
25
Razor's Edge: Earnings Week Thoughts

Razor's Edge: Earnings Week Thoughts

9 min read
Apr
24
Razor's Edge: GPU Bearishness Ticks Up

Razor's Edge: GPU Bearishness Ticks Up

5 min read