Aug

11

Razor's Edge: Quick Juniper Note

Aug 11, 2022

2 min read

Aug

10

Razor's Edge: Quick Macro Thoughts

Aug 10, 2022

2 min read

Aug

08

Razor's Edge: Twitter Inside Silicon Valley Baseball

Aug 8, 2022

5 min read

Aug

05

Razor's Edge: Twilio Half Measures

Aug 5, 2022

5 min read

Aug

01

Razor's Edge: Zoom and 3rd Party Data Trackers

Aug 1, 2022

7 min read

Jul

29

Razor's Edge: Positioning and ROKU/UCAAS com

Jul 29, 2022

6 min read

Jul

28

Razor's Edge: Twitter Update

Jul 28, 2022

3 min read

Jul

28

Razor's Edge: Meta Quick Thoughts

Jul 28, 2022

2 min read

Jul

26

Razor's Edge: Juniper Earnings Thoughts

Jul 26, 2022

6 min read

Jul

26

Razor's Edge: Walmart/Weber/Zendesk/ F5

Jul 26, 2022

4 min read