Jun

13

Razor's Edge: Market Commentary Apple/Rh

Jun 13, 2024

3 min read

Jun

07

Razor's Edge: The Attention Game & SaaS For the Long Run

Jun 7, 2024

5 min read

May

31

Razor's Edge: ESTC VS MONGO

May 31, 2024

2 min read

May

31

Razor's Edge: Dell Thoughts

May 31, 2024

2 min read

May

30

Razor's Edge: Semis Ate My SaaS

May 30, 2024

3 min read

May

24

Razor's Edge: It Ain't So SaaSy And Nvda/Dell/Deck

May 24, 2024

5 min read

May

20

Razor's Edge: Market Commentary Baba/Doximity/Earnings

May 20, 2024

4 min read

May

13

Razor's Edge: Baba Pre-Earnings Thoughts/GME

May 13, 2024

3 min read

May

03

Razor's Edge: SPT UPDATE

May 3, 2024

May

02

Razor's Edge: Pins/Qcom/Spt/Payc/Baba

May 2, 2024

4 min read