Apr

05

Razor's Edge: Twitter Update

Apr 5, 2022

1 min read

Apr

04

Razor's Edge: Covid Cliff Comes to Consumer and Fast's WeWork Moment

Apr 4, 2022

16 min read

Mar

23

Razor's Edge: Tech Opportunistic Trading

Mar 23, 2022

1 min read

Mar

22

Razor's Edge: Quick Juniper Note

Mar 22, 2022

1 min read

Mar

21

Razor's Edge: When Growth Narratives Are No Longer Sexy

Mar 21, 2022

7 min read

Mar

17

Razor's Edge: March 17th, 2022

Mar 17, 2022

3 min read

Mar

04

Mosaic Update

Mar 4, 2022

Mar

02

Razor's Edge: PD Earnings Thoughts

Mar 2, 2022

5 min read

Mar

01

Razor's Edge: The Two Zooms

Mar 1, 2022

4 min read

Feb

28

Zoom Pre-Earnings Thoughts

Feb 28, 2022

2 min read