Jun
18
Razor's Edge: Software Blues/In&Out
4 min read
Latest
Jun
14
Razor's Edge: RH/Adbe Thoughts
4 min read
Jun
13
Razor's Edge: Market Commentary Apple/Rh
3 min read
Jun
07
Razor's Edge: The Attention Game & SaaS For the Long Run
5 min read
May
31
Razor's Edge: ESTC VS MONGO
2 min read
May
31
Razor's Edge: Dell Thoughts
2 min read
May
30
Razor's Edge: Semis Ate My SaaS
3 min read
May
24
Razor's Edge: It Ain't So SaaSy And Nvda/Dell/Deck
5 min read
May
20
Razor's Edge: Market Commentary Baba/Doximity/Earnings
4 min read
May
13
Razor's Edge: Baba Pre-Earnings Thoughts/GME
3 min read