akram

akram

Aug
12

Razor's Edge: PTON

1 min read
Aug
11
Razor's Edge: Quick Juniper Note

Razor's Edge: Quick Juniper Note

2 min read
Aug
10
Razor's Edge: Quick Macro Thoughts

Razor's Edge: Quick Macro Thoughts

2 min read
Aug
08
Razor's Edge: Twitter Inside Silicon Valley Baseball

Razor's Edge: Twitter Inside Silicon Valley Baseball

5 min read
Aug
05
Razor's Edge: Twilio Half Measures

Razor's Edge: Twilio Half Measures

5 min read
Aug
01
Razor's Edge: Zoom and 3rd Party Data Trackers

Razor's Edge: Zoom and 3rd Party Data Trackers

7 min read
Jul
29
Razor's Edge: Positioning and ROKU/UCAAS com

Razor's Edge: Positioning and ROKU/UCAAS com

6 min read
Jul
28

Razor's Edge: Twitter Update

3 min read
Jul
28
Razor's Edge: Meta Quick Thoughts

Razor's Edge: Meta Quick Thoughts

2 min read
Jul
26
Razor's Edge: Juniper Earnings Thoughts

Razor's Edge: Juniper Earnings Thoughts

6 min read