Latest

May
23
Razor's Edge: The Covid Conundrum

Razor's Edge: The Covid Conundrum

Repost of my Feb 2021 piece...went 5/7 on the predictions...not bad. The Covid Conundrum “It ain’t
12 min read
May
23
Razor's Edge: Zm/SaaS/Retail Earnings

Razor's Edge: Zm/SaaS/Retail Earnings

6 min read
May
20
Razor's Edge: Twtr/Zm

Razor's Edge: Twtr/Zm

3 min read
May
19
Razor's Edge: Cisco Juniper Read & SaaS earnings

Razor's Edge: Cisco Juniper Read & SaaS earnings

3 min read
May
18

Razor's Edge: Quick Macro Thoughts

2 min read
May
18
Razor's Edge: Is There A Case For Buying Twitter Again?

Razor's Edge: Is There A Case For Buying Twitter Again?

6 min read
May
09
Razor's Edge: May 9th, 2022

Razor's Edge: May 9th, 2022

6 min read
May
04
Razor's Edge: Changing of The Growth Mgmt Guard ?

Razor's Edge: Changing of The Growth Mgmt Guard ?

7 min read
May
04

Razor's Edge: Old Invitae Short Thesis

“We have been living and illusion that revenue and growth equals success. Even the press goes for it” -Bill Gurley
35 min read
May
02
Razor's Edge: Amazon Tilts The Market

Razor's Edge: Amazon Tilts The Market

6 min read