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

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