Sep

21

Razor's Edge: Klaviyo KleptoPO, SaaS Value Doldrums, NFT Autopsy

Klaviyo IPO: A SaaS Short Highlight Reel It's been a while since we had a SaaS IPO and

Sep 21, 2023

5 min read

Sep

12

Razor's Edge: Nvda/Qcom/Commentary

Sep 12, 2023

1 min read

Sep

07

Razor's Edge: Value SaaS Rotation

Sep 7, 2023

2 min read

Sep

05

Razor's Edge: Nvidia Truthers

Sep 5, 2023

4 min read

Sep

01

Razor's Edge: Quick Commentary

Sep 1, 2023

2 min read

Aug

24

Razor's Edge: Nvidia 2023 VS. Cisco 2000...Know Your Bear Case

Aug 24, 2023

3 min read

Aug

17

Razor's Edge: SPT/VICR

Aug 17, 2023

1 min read

Aug

02

Razor's Edge: PAYC

Aug 2, 2023

3 min read

Jul

31

Razor's Edge: Baba/Position Updates

Jul 31, 2023

13 min read

Jul

26

Razor's Edge: Vicor Notes

Jul 26, 2023

5 min read