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

Sep

14

Alibaba and the 40 Regulatory Thieves

Sep 14, 2021

5 min read

Sep

13

Razor's Edge- Sep 13th (preview)

Macro Commentary: Somewhat softer economic data was the theme last week and looks to continue to be the case going

Sep 13, 2021

1 min read

Sep

13

Razor's Edge-Sep 13

Sep 13, 2021

8 min read