akram

akram

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
Aug
31
Razor's Edge: SNAP/JOBS/AMD/SaaS

Razor's Edge: SNAP/JOBS/AMD/SaaS

3 min read
Aug
26
Razor's Edge: SaaS MOIC, JNPR Rumors, Twiiter #winning

Razor's Edge: SaaS MOIC, JNPR Rumors, Twiiter #winning

5 min read
Aug
23
Razor's Edge: Position Updates, SaaS/ZM/Shorting, Twtr

Razor's Edge: Position Updates, SaaS/ZM/Shorting, Twtr

8 min read
Aug
22

Razor's Edge: Zoom Earnings Quick Take

1 min read
Aug
21
Razor's Edge: Cisco/Jnpr, Zoom, Twlo

Razor's Edge: Cisco/Jnpr, Zoom, Twlo

10 min read
Aug
12

Razor's Edge: PTON

1 min read