Nov

08

Razor's Edge: Nov 8, 2021

Nov 8, 2021

5 min read

Nov

01

Razor’s Edge- Oct 31, 2021

Nov 1, 2021

10 min read

Oct

20

SaaS: Back To The Future

Oct 20, 2021

7 min read

Oct

08

Razor's Edge- Oct 8th, 2021

Oct 8, 2021

1 min read

Oct

06

A SaaS Pair Trade

Oct 6, 2021

8 min read

Oct

05

Cloudflare vs. AWS: David Meets Goliath at the Edge of Compute

Oct 5, 2021

10 min read

Sep

27

Razor’s Edge- Sep 24, 2021

Sep 27, 2021

13 min read

Sep

22

Wynn Resorts- Would I Short the name here?

Sep 22, 2021

4 min read

Sep

21

Software: A Trip Down Memory Lane

Razor's Edge- September 21, 2021 Total Software Market Cap has now hit $5 trillion across 73 stocks (pretty

Sep 21, 2021

2 min read

Sep

20

Atlassian: What’s Up with The Cookie Monster of SaaS?

Sep 20, 2021

9 min read