akram

Oct

19

Netflix and the Many Faced God of Alpha

Oct 19, 2022

8 min read

Oct

18

Razor's Edge: Netflix Earnings...

Oct 18, 2022

4 min read

Oct

15

Razor's Edge: Short Nutanix?

Oct 15, 2022

5 min read

Oct

13

Razor's Edge: What Comes After the Covid Hangover?

Oct 13, 2022

5 min read

Oct

11

Razor's Edge: Short Idea

Oct 11, 2022

13 min read

Oct

10

Five9: Multiple Compression Comes To Us All

Oct 10, 2022

1 min read

Oct

07

Is Elon Attempting to Escape From Twitter Buyout Jail?

Oct 7, 2022

5 min read

Oct

04

Razor's Edge: Payroll Tam Notes

Oct 4, 2022

7 min read

Oct

04

Razor's Edge: Twitter Case Closed...

Oct 4, 2022

1 min read

Oct

03

Razor's Edge: Twlo/Opec/Jobs

Oct 3, 2022

4 min read