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

Nov

24

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

Nov 24, 2022

6 min read

Nov

22

Razor's Edge: Zoom/Saas Horizons

Nov 22, 2022

5 min read

Nov

20

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

Nov 20, 2022

9 min read

Nov

09

Razor's Edge: Zoomtopia Notes

Nov 9, 2022

3 min read

Nov

08

Razor's Edge: Positions Update/FTX Collapse

Nov 8, 2022

4 min read

Nov

04

Razor's Edge: Twilio Activist Time??

Nov 4, 2022

2 min read