Feb

08

Razor's Edge: Quick Earnings Note on PAYC

Feb 8, 2023

2 min read

Feb

07

Razor's Edge: Zoom Note

Feb 7, 2023

1 min read

Feb

06

Razor's Edge: We Are Never Ever Getting Back Together

Feb 6, 2023

11 min read

Jan

28

Razor's Edge: Dropbox flashback post

Jan 28, 2023

21 min read

Jan

27

Razor's Edge: Free Twilly

Jan 27, 2023

2 min read

Jan

25

Razor's Edge: Msft/Ba

Jan 25, 2023

3 min read

Jan

24

Razor's Edge: Position Updates/ Quick Mkt Thoughts

Jan 24, 2023

5 min read

Jan

22

Razor's Edge: Quick Sprout/Netflix Note

Jan 22, 2023

3 min read

Jan

19

Razor's Edge: SPT/Meltwater/Sprinklr Quick Note

Jan 19, 2023

1 min read

Jan

12

Razor's Edge: Disney/Trian

Jan 12, 2023

3 min read