akram

akram

May
19
Razor's Edge: AI Investing And My Drunk Nvidia Friends...

Razor's Edge: AI Investing And My Drunk Nvidia Friends...

14 min read
May
16
Razor's Edge: Position Updates

Razor's Edge: Position Updates

3 min read
May
10
Razor's Edge: Twilio Thoughts..

Razor's Edge: Twilio Thoughts..

3 min read
May
05
Razor's Edge: AI L/S Investing and Coinbase

Razor's Edge: AI L/S Investing and Coinbase

7 min read
May
04
Razor's Edge: Leaked Google "We Have No Moat"

Razor's Edge: Leaked Google "We Have No Moat"

10 min read
May
03
Razor's Edge: Sprout Post-Mortem

Razor's Edge: Sprout Post-Mortem

So Sprout... * Missed their Q4 internal revenue target despite rolling out a significant price hike on a 50% of ARR
5 min read
May
01
Razor's Edge: Sprout Earnings Preview

Razor's Edge: Sprout Earnings Preview

14 min read
Apr
18
Razor's Edge: Position Updates

Razor's Edge: Position Updates

5 min read
Apr
12
Razor's Edge: Sprout Bulls Pushback Extremely Encouraging

Razor's Edge: Sprout Bulls Pushback Extremely Encouraging

3 min read
Apr
10
Sprout: We Are In The End Game Now

Sprout: We Are In The End Game Now

10 min read