akram

akram

Oct
26
Razor's Edge: Juniper Earnings/Big Tech

Razor's Edge: Juniper Earnings/Big Tech

6 min read
Oct
25
Razor's Edge: Long Disney/ Short Netflix, Qualtrics Earnings

Razor's Edge: Long Disney/ Short Netflix, Qualtrics Earnings

5 min read
Oct
24
Razor's Edge: Quick Meta Thoughts

Razor's Edge: Quick Meta Thoughts

3 min read
Oct
21
Razor's Edge: Twitter Thoughts...

Razor's Edge: Twitter Thoughts...

3 min read
Oct
20
Razor's Edge: Position Updates

Razor's Edge: Position Updates

2 min read
Oct
19
Netflix and the Many Faced God of Alpha

Netflix and the Many Faced God of Alpha

8 min read
Oct
18

Razor's Edge: Netflix Earnings...

4 min read
Oct
15
Razor's Edge: Short Nutanix?

Razor's Edge: Short Nutanix?

5 min read
Oct
13
Razor's Edge: What Comes After the Covid Hangover?

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

5 min read
Oct
11
Razor's Edge: Short Idea

Razor's Edge: Short Idea

13 min read