akram

akram

May
29
Razor's Edge: Veeva & Little More Nvidia

Razor's Edge: Veeva & Little More Nvidia

5 min read
May
27
Razor's Edge: Bkng

Razor's Edge: Bkng

May
26
Razor's Edge: Snow/Nvda/Twtr

Razor's Edge: Snow/Nvda/Twtr

5 min read
May
24
Razor's Edge: Zoom/Snap

Razor's Edge: Zoom/Snap

4 min read
May
23
Razor's Edge: The Covid Conundrum

Razor's Edge: The Covid Conundrum

Repost of my Feb 2021 piece...went 5/7 on the predictions...not bad. The Covid Conundrum “It ain’t
12 min read
May
23
Razor's Edge: Zm/SaaS/Retail Earnings

Razor's Edge: Zm/SaaS/Retail Earnings

6 min read
May
20
Razor's Edge: Twtr/Zm

Razor's Edge: Twtr/Zm

3 min read
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