The Razor’s Edge
Ein Podcast von Shortman Studios
113 Folgen
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#28: On The New York Streets With A Ride-Share Vehicle Supplier
Vom: 13.10.2020 -
#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS
Vom: 6.10.2020 -
#26: The Atlassian Mafia Part 1: Enterprise Search And Sajari W/Former Head of Jira Product
Vom: 29.9.2020 -
#25: WallStSaasBro With An Up Close View On The SaaS Market
Vom: 15.9.2020 -
#24: Another PagerDuty Earnings Alert - Mission Critical, Or A Bubble Pop?
Vom: 8.9.2020 -
#23: F5 Networks' Transformation, Or What Makes A Compelling Growth (Or Value?) Pitch
Vom: 18.8.2020 -
The Razor's Edge #22: Scott Norton of Sir Kensington's on Recessionary Dislocation And Adaptation
Vom: 11.8.2020 -
The Razor's Edge #21: Captain Twilio On His Only Position, Twilio
Vom: 29.7.2020 -
The Razor's Edge #20: Captain Twilio on Netflix's Dominant Position And The Streaming Wars
Vom: 21.7.2020 -
The Razor's Edge #19: Superhuman Founder/CEO Rahul Vohra On Email's Enduring Role In Modern Workplace Collaboration
Vom: 7.7.2020 -
The Investing Edge Announcement
Vom: 25.6.2020 -
The Razor's Edge #18: The Bankruptcy Market With Sam Zughayer
Vom: 18.6.2020 -
The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty
Vom: 11.6.2020 -
The Razor's Edge #16: Talking SaaS With Investor and Tech Veteran Justen Stepka
Vom: 29.5.2020 -
Value Investor's Edge Live #20: Torm PLC's Management Team On The Product Tanker Market
Vom: 28.5.2020 -
The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays
Vom: 21.5.2020 -
Value Investor's Edge Live #19: Post-Earnings Discussion With Ardmore Shipping CEO Anthony Gurnee And CFO Paul Tivnan
Vom: 14.5.2020 -
The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade
Vom: 7.5.2020 -
Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO
Vom: 30.4.2020 -
The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space
Vom: 29.4.2020
The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
