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

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