Mar

01

Razor's Edge: Elastic/Goog

Mar 1, 2024

2 min read

Feb

27

Razor's Edge: Market Commentary

Feb 27, 2024

2 min read

Feb

21

Sprout: Not Great Bob

Feb 21, 2024

6 min read

Feb

20

Razor's Edge: Spt Preview

Feb 20, 2024

3 min read

Feb

16

Razor's Edge: AI VS. TMT Bubble & ROKU/TTD

Feb 16, 2024

11 min read

Feb

15

Razor's Edge: Market Commentary

Feb 15, 2024

2 min read

Feb

11

Razor's Edge: Macro Mania Musings

Feb 11, 2024

6 min read

Feb

09

Razor's Edge: Snap/Pins/AI

Feb 9, 2024

6 min read

Feb

06

Razor's Edge: Snap Initial Thoughts

Feb 6, 2024

2 min read

Feb

06

Razor's Edge: Snap Thoughts

Feb 6, 2024

4 min read