Jan

08

Razor's Edge: Boeing

Jan 8, 2024

1 min read

Dec

30

Razor's Edge: 2023 Recap

Dec 30, 2023

12 min read

Dec

18

Razor's Edge: Quick Update

Dec 18, 2023

1 min read

Dec

13

Razor's Edge: Quick Updates

Dec 13, 2023

3 min read

Dec

07

Razor's Edge: Sprinklr/Braze

Dec 7, 2023

2 min read

Dec

01

Razor's Edge: Elastic Notes

So, for those looking to understand this more here is some of the work that got me so interested in

Dec 1, 2023

11 min read

Nov

28

Razor's Edge: SaaS Earnings/Elastic Long

Nov 28, 2023

3 min read

Nov

15

Razor's Edge: Quick Macro Commentary

Nov 15, 2023

2 min read

Nov

09

Razor's Edge: Twlo/Hubs/Veev

Nov 9, 2023

2 min read

Nov

03

Razor's Edge: Sprout Notes

Nov 3, 2023

4 min read