Feb
10
Quick Twlo Notes
4 min read
Latest
Feb
03
Twilio: Where to from here?
A lot of chatter around Twilio as it has continued to underperform in this mess of a tape in SaaS.
6 min read
Feb
02
Razor's Edge: It's Not 1999!
11 min read
Jan
31
NETFLIX: How To Value It From Here?
7 min read
Jan
28
Earnings Notes
1 min read
Jan
27
Razor's Edge: Jan 27, 2022
6 min read
Jan
26
Bottom in SaaS?
1 min read
Jan
24
Razor's Edge: Jan 24, 2022 Update
1 min read
Jan
19
MIST Clippings
1 min read
Jan
17
Razor's Edge: A Potential 2022 Buyout Candidate
3 min read