akram

akram

Nov
28

Razor's Edge: SaaS Earnings/Elastic Long

3 min read
Nov
15

Razor's Edge: Quick Macro Commentary

2 min read
Nov
09

Razor's Edge: Twlo/Hubs/Veev

2 min read
Nov
03
Razor's Edge: Sprout Notes

Razor's Edge: Sprout Notes

4 min read
Nov
02

Razor's Edge: Qualcomm/Roku/Payc

2 min read
Oct
31

Razor's Edge: Paycom Post-Mortem

3 min read
Oct
30

Sprout: Management’s Hubris And New Evidence Drastically Bolster The Short Thesis

Time to revisit the original thesis from March 2023: 1)             Sprout’s 2023/2024 ARR guide is very aggressive considering
41 min read
Oct
26

Razor's Edge: Meta

1 min read
Oct
25

Razor's Edge: Vicor Post-Mortem

1 min read
Oct
23

Razor's Edge: Vicor Pre-Earnings

3 min read