Jun

29

Razor's Edge: Nio's Philidor Moment?

Jun 29, 2022

5 min read

Jun

27

The Most Toppish Moments of The Everything Bubble...

Jun 27, 2022

2 min read

Jun

27

Razor's Edge: Bulls Back, Zendesk, Zoom, 2022 Predictions Check

Jun 27, 2022

9 min read

Jun

22

Razor's Edge: Is Meta A Deep Value Stock & Zoom Outperformance

Jun 22, 2022

5 min read

Jun

21

Razor's Edge: Twitter Update

Jun 21, 2022

1 min read

Jun

18

Razor's Edge: Zoom's Ark Analysis Decomposed

Jun 18, 2022

5 min read

Jun

16

Razor's Edge: Zoom & ARK, Macro, Boeing, Elon

Jun 16, 2022

7 min read

Jun

13

Razor's Edge: Fertilizer/ Crypto

Jun 13, 2022

6 min read

Jun

09

Razor's Edge: Docusign Earnings

Jun 9, 2022

3 min read

Jun

08

Razor's Edge: More Twitter Chess and a bit of DOCU

Jun 8, 2022

5 min read