Sep

14

Razor's Edge: Twilio/SaaS/Bigtech

Sep 14, 2022

4 min read

Sep

09

Razor's Edge: Position Changes

Sep 9, 2022

2 min read

Sep

06

Razor's Edge: Positioning Update

Sep 6, 2022

4 min read

Sep

01

Razor's Edge: Veev/MDB/OKTA/NVDA

Sep 1, 2022

5 min read

Aug

31

Razor's Edge: SNAP/JOBS/AMD/SaaS

Aug 31, 2022

3 min read

Aug

26

Razor's Edge: SaaS MOIC, JNPR Rumors, Twiiter #winning

Aug 26, 2022

5 min read

Aug

23

Razor's Edge: Position Updates, SaaS/ZM/Shorting, Twtr

Aug 23, 2022

8 min read

Aug

22

Razor's Edge: Zoom Earnings Quick Take

Aug 22, 2022

1 min read

Aug

21

Razor's Edge: Cisco/Jnpr, Zoom, Twlo

Aug 21, 2022

10 min read

Aug

12

Razor's Edge: PTON

Aug 12, 2022

1 min read