Latest

Dec
23

Razor's Edge: Nutanix Quickie

1 min read
Dec
23
Razor's Edge: Mu, Ark's Albatross, Position Updates

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

7 min read
Dec
19
Razor's Edge: Tech Stocks for the Long Run....

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

2 min read
Dec
13
Razor's Edge: Macro/Positioning

Razor's Edge: Macro/Positioning

3 min read
Dec
11
Razor's Edge: Remembering The Peer Pressure Market

Razor's Edge: Remembering The Peer Pressure Market

8 min read
Dec
08
Razor's Edge: Narratives Are Fickle

Razor's Edge: Narratives Are Fickle

3 min read
Nov
24
Razor's Edge: Coinbase; An All Weather Crpyto Short?

Razor's Edge: Coinbase; An All Weather Crpyto Short?

6 min read
Nov
22
Razor's Edge: Zoom/Saas Horizons

Razor's Edge: Zoom/Saas Horizons

5 min read
Nov
20
Razor's Edge: Jnpr, Spt, Nvda,Dis, Crypto

Razor's Edge: Jnpr, Spt, Nvda,Dis, Crypto

9 min read
Nov
09
Razor's Edge: Zoomtopia Notes

Razor's Edge: Zoomtopia Notes

3 min read