May

19

Razor's Edge: AI Investing And My Drunk Nvidia Friends...

May 19, 2023

14 min read

May

16

Razor's Edge: Position Updates

May 16, 2023

3 min read

May

10

Razor's Edge: Twilio Thoughts..

May 10, 2023

3 min read

May

05

Razor's Edge: AI L/S Investing and Coinbase

May 5, 2023

7 min read

May

04

Razor's Edge: Leaked Google "We Have No Moat"

May 4, 2023

10 min read

May

03

Razor's Edge: Sprout Post-Mortem

So Sprout... * Missed their Q4 internal revenue target despite rolling out a significant price hike on a 50% of ARR

May 3, 2023

5 min read

May

01

Razor's Edge: Sprout Earnings Preview

May 1, 2023

14 min read

Apr

18

Razor's Edge: Position Updates

Apr 18, 2023

5 min read

Apr

12

Razor's Edge: Sprout Bulls Pushback Extremely Encouraging

Apr 12, 2023

3 min read

Apr

10

Sprout: We Are In The End Game Now

Apr 10, 2023

10 min read