Jan

11

Razor's Edge: Dash For Trash

Jan 11, 2023

7 min read

Jan

05

Razor's Edge: Anet/Jnpr

Jan 5, 2023

2 min read

Jan

04

Razor's Edge: Quick Notes CRM/Bigtech/BA

Jan 4, 2023

2 min read

Dec

26

Razor's Edge: 2023 Prediction

Dec 26, 2022

6 min read

Dec

23

Razor's Edge: Nutanix Quickie

Dec 23, 2022

1 min read

Dec

23

Razor's Edge: Mu, Ark's Albatross, Position Updates

Dec 23, 2022

7 min read

Dec

19

Razor's Edge: Tech Stocks for the Long Run....

Dec 19, 2022

2 min read

Dec

13

Razor's Edge: Macro/Positioning

Dec 13, 2022

3 min read

Dec

11

Razor's Edge: Remembering The Peer Pressure Market

Dec 11, 2022

8 min read

Dec

08

Razor's Edge: Narratives Are Fickle

Dec 8, 2022

3 min read