Nov
03
Razor's Edge: Sprout Notes
4 min read
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Nov
02
Razor's Edge: Qualcomm/Roku/Payc
2 min read
Oct
31
Razor's Edge: Paycom Post-Mortem
3 min read
Oct
30
Sprout: Management’s Hubris And New Evidence Drastically Bolster The Short Thesis
Time to revisit the original thesis from March 2023:
1) Sprout’s 2023/2024 ARR guide is very aggressive considering
41 min read
Oct
26
Razor's Edge: Meta
1 min read
Oct
25
Razor's Edge: Vicor Post-Mortem
1 min read
Oct
23
Razor's Edge: Vicor Pre-Earnings
3 min read
Oct
19
Razor's Edge: Market Commentary Nflx/TSM/Tesla
3 min read
Oct
10
Razor's Edge: The GPT/GLP Market
5 min read
Oct
02
Razor's Edge: Meta Ai, Google vs Msft, Vicor
5 min read