Jul
22
Razor's Edge: Covid Hangover Strikes Again..Snap/Jnpr
5 min read
Latest
Jul
20
Razor's Edge: Netflix Cat & Mouse
A lot more going on here than subs....
High-level Takeaways
1) Subs better than forecast- Not much to say on
5 min read
Jul
16
Razor's Edge: Profitable SaaS Short Pitch
Shorting unprofitable tech on high sales multiples is largely played out. Focusing on SaaS, most names in this category now
9 min read
Jul
13
Razor's Edge: SaaS, Twtr, Boeing
6 min read
Jul
09
Razor's Edge: Twitter Deal Updated Thoughts
13 min read
Jun
29
Razor's Edge: Nio's Philidor Moment?
5 min read
Jun
27
The Most Toppish Moments of The Everything Bubble...
2 min read
Jun
27
Razor's Edge: Bulls Back, Zendesk, Zoom, 2022 Predictions Check
9 min read
Jun
22
Razor's Edge: Is Meta A Deep Value Stock & Zoom Outperformance
5 min read
Jun
21
Razor's Edge: Twitter Update
1 min read