akram

akram

Jan
11
Razor's Edge: Dash For Trash

Razor's Edge: Dash For Trash

7 min read
Jan
05
Razor's Edge: Anet/Jnpr

Razor's Edge: Anet/Jnpr

2 min read
Jan
04
Razor's Edge: Quick Notes CRM/Bigtech/BA

Razor's Edge: Quick Notes CRM/Bigtech/BA

2 min read
Dec
26
Razor's Edge: 2023 Prediction

Razor's Edge: 2023 Prediction

6 min read
Dec
23

Razor's Edge: Nutanix Quickie

1 min read
Dec
23
Razor's Edge: Mu, Ark's Albatross, Position Updates

Razor's Edge: Mu, Ark's Albatross, Position Updates

7 min read
Dec
19
Razor's Edge: Tech Stocks for the Long Run....

Razor's Edge: Tech Stocks for the Long Run....

2 min read
Dec
13
Razor's Edge: Macro/Positioning

Razor's Edge: Macro/Positioning

3 min read
Dec
11
Razor's Edge: Remembering The Peer Pressure Market

Razor's Edge: Remembering The Peer Pressure Market

8 min read
Dec
08
Razor's Edge: Narratives Are Fickle

Razor's Edge: Narratives Are Fickle

3 min read