Feb

18

Razor's Edge: Compounder Bro And The Covid Cliff

This brutal market in growth stocks really deserves a closer look at what is going on under the hood. I

Feb 18, 2022

8 min read

Feb

15

Razor's Edge: Feb 15, 2022

Feb 15, 2022

5 min read

Feb

13

Field of Tokens

My Crypto Ad for the Superbowl would go like this... Mann: People will come, Ray. They'll come to

Feb 13, 2022

1 min read

Feb

10

Quick Twlo Notes

Feb 10, 2022

4 min read

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.

Feb 3, 2022

6 min read

Feb

02

Razor's Edge: It's Not 1999!

Feb 2, 2022

11 min read

Jan

31

NETFLIX: How To Value It From Here?

Jan 31, 2022

7 min read

Jan

28

Earnings Notes

Jan 28, 2022

1 min read

Jan

27

Razor's Edge: Jan 27, 2022

Jan 27, 2022

6 min read

Jan

26

Bottom in SaaS?

Jan 26, 2022

1 min read