akram

Jul

20

Razor's Edge: Netflix Cat & Mouse

A lot more going on here than subs.... High-level Takeaways 1) Subs better than forecast- Not much to say on

Jul 20, 2022

5 min read

Jul

16

Razor's Edge: Profitable SaaS Short Pitch

Shorting unprofitable tech on high sales multiples is largely played out. Focusing on SaaS, most names in this category now

Jul 16, 2022

9 min read

Jul

13

Razor's Edge: SaaS, Twtr, Boeing

Jul 13, 2022

6 min read

Jul

09

Razor's Edge: Twitter Deal Updated Thoughts

Jul 9, 2022

13 min read

Jun

29

Razor's Edge: Nio's Philidor Moment?

Jun 29, 2022

5 min read

Jun

27

The Most Toppish Moments of The Everything Bubble...

Jun 27, 2022

2 min read

Jun

27

Razor's Edge: Bulls Back, Zendesk, Zoom, 2022 Predictions Check

Jun 27, 2022

9 min read

Jun

22

Razor's Edge: Is Meta A Deep Value Stock & Zoom Outperformance

Jun 22, 2022

5 min read

Jun

21

Razor's Edge: Twitter Update

Jun 21, 2022

1 min read

Jun

18

Razor's Edge: Zoom's Ark Analysis Decomposed

Jun 18, 2022

5 min read