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

Jul

22

Razor's Edge: Covid Hangover Strikes Again..Snap/Jnpr

Jul 22, 2022

5 min read

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

Jul 20, 2022

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

Jul 16, 2022

9 min read

Jul

13

Razor's Edge: SaaS, Twtr, Boeing

Jul 13, 2022

6 min read