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

Nov

04

Razor's Edge: Sprout Earnings

Nov 4, 2022

4 min read

Nov

02

Razor's Edge: Position Notes

Nov 2, 2022

5 min read

Oct

26

Razor's Edge: Juniper Earnings/Big Tech

Oct 26, 2022

6 min read

Oct

25

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

Oct 25, 2022

5 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