May
26
Razor's Edge: Snow/Nvda/Twtr
5 min read
Latest
May
24
Razor's Edge: Zoom/Snap
4 min read
May
23
Razor's Edge: The Covid Conundrum
Repost of my Feb 2021 piece...went 5/7 on the predictions...not bad.
The Covid Conundrum
“It ain’t
12 min read
May
23
Razor's Edge: Zm/SaaS/Retail Earnings
6 min read
May
20
Razor's Edge: Twtr/Zm
3 min read
May
19
Razor's Edge: Cisco Juniper Read & SaaS earnings
3 min read
May
18
Razor's Edge: Quick Macro Thoughts
2 min read
May
18
Razor's Edge: Is There A Case For Buying Twitter Again?
6 min read
May
09
Razor's Edge: May 9th, 2022
6 min read
May
04
Razor's Edge: Changing of The Growth Mgmt Guard ?
7 min read