Latest

Oct
19
Netflix and the Many Faced God of Alpha

Netflix and the Many Faced God of Alpha

8 min read
Oct
18

Razor's Edge: Netflix Earnings...

4 min read
Oct
15
Razor's Edge: Short Nutanix?

Razor's Edge: Short Nutanix?

5 min read
Oct
13
Razor's Edge: What Comes After the Covid Hangover?

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

5 min read
Oct
11
Razor's Edge: Short Idea

Razor's Edge: Short Idea

13 min read
Oct
10

Five9: Multiple Compression Comes To Us All

1 min read
Oct
07
Is Elon Attempting to Escape From Twitter Buyout Jail?

Is Elon Attempting to Escape From Twitter Buyout Jail?

5 min read
Oct
04
Razor's Edge: Payroll Tam Notes

Razor's Edge: Payroll Tam Notes

7 min read
Oct
04
Razor's Edge: Twitter Case Closed...

Razor's Edge: Twitter Case Closed...

1 min read
Oct
03
Razor's Edge: Twlo/Opec/Jobs

Razor's Edge: Twlo/Opec/Jobs

4 min read