May

04

Razor's Edge: Old Invitae Short Thesis

“We have been living and illusion that revenue and growth equals success. Even the press goes for it” -Bill Gurley

May 4, 2022

35 min read

May

02

Razor's Edge: Amazon Tilts The Market

May 2, 2022

6 min read

Apr

27

Razor's Edge: Juniper/Boeing Earnings Notes

Apr 27, 2022

3 min read

Apr

25

Razor's Edge: Earnings Week Thoughts

Apr 25, 2022

9 min read

Apr

24

Razor's Edge: GPU Bearishness Ticks Up

Apr 24, 2022

5 min read

Apr

20

Razor's Edge: Netflix Management Hits The Panic Button?

Apr 20, 2022

6 min read

Apr

19

Razor's Edge: Netflix Earnings Preview

Apr 19, 2022

7 min read

Apr

18

Razor's Edge: 30 Years Of Microsoft

Apr 18, 2022

13 min read

Apr

17

Razor's Edge: Twitter; We Are In The End Game Now

Since I last wrote about Twitter, Elon rejected his board seat and made and offer to take Twitter private at

Apr 17, 2022

6 min read

Apr

11

Razor's Edge: Some Quick Thoughts on Axie Hack & AXS

Apr 11, 2022

7 min read