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

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