Oct

25

Razor's Edge: Long Disney/ Short Netflix, Qualtrics Earnings

Oct 25, 2022

5 min read

Oct

24

Razor's Edge: Quick Meta Thoughts

Oct 24, 2022

3 min read

Oct

21

Razor's Edge: Twitter Thoughts...

Oct 21, 2022

3 min read

Oct

20

Razor's Edge: Position Updates

Oct 20, 2022

2 min read

Oct

19

Netflix and the Many Faced God of Alpha

Oct 19, 2022

8 min read

Oct

18

Razor's Edge: Netflix Earnings...

Oct 18, 2022

4 min read

Oct

15

Razor's Edge: Short Nutanix?

Oct 15, 2022

5 min read

Oct

13

Razor's Edge: What Comes After the Covid Hangover?

Oct 13, 2022

5 min read

Oct

11

Razor's Edge: Short Idea

Oct 11, 2022

13 min read

Oct

10

Five9: Multiple Compression Comes To Us All

Oct 10, 2022

1 min read