The Razor’s Edge
En podcast av Shortman Studios
113 Avsnitt
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#28: On The New York Streets With A Ride-Share Vehicle Supplier
Publicerades: 2020-10-13 -
#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS
Publicerades: 2020-10-06 -
#26: The Atlassian Mafia Part 1: Enterprise Search And Sajari W/Former Head of Jira Product
Publicerades: 2020-09-29 -
#25: WallStSaasBro With An Up Close View On The SaaS Market
Publicerades: 2020-09-15 -
#24: Another PagerDuty Earnings Alert - Mission Critical, Or A Bubble Pop?
Publicerades: 2020-09-08 -
#23: F5 Networks' Transformation, Or What Makes A Compelling Growth (Or Value?) Pitch
Publicerades: 2020-08-18 -
The Razor's Edge #22: Scott Norton of Sir Kensington's on Recessionary Dislocation And Adaptation
Publicerades: 2020-08-11 -
The Razor's Edge #21: Captain Twilio On His Only Position, Twilio
Publicerades: 2020-07-29 -
The Razor's Edge #20: Captain Twilio on Netflix's Dominant Position And The Streaming Wars
Publicerades: 2020-07-21 -
The Razor's Edge #19: Superhuman Founder/CEO Rahul Vohra On Email's Enduring Role In Modern Workplace Collaboration
Publicerades: 2020-07-07 -
The Investing Edge Announcement
Publicerades: 2020-06-25 -
The Razor's Edge #18: The Bankruptcy Market With Sam Zughayer
Publicerades: 2020-06-18 -
The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty
Publicerades: 2020-06-11 -
The Razor's Edge #16: Talking SaaS With Investor and Tech Veteran Justen Stepka
Publicerades: 2020-05-29 -
Value Investor's Edge Live #20: Torm PLC's Management Team On The Product Tanker Market
Publicerades: 2020-05-28 -
The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays
Publicerades: 2020-05-21 -
Value Investor's Edge Live #19: Post-Earnings Discussion With Ardmore Shipping CEO Anthony Gurnee And CFO Paul Tivnan
Publicerades: 2020-05-14 -
The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade
Publicerades: 2020-05-07 -
Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO
Publicerades: 2020-04-30 -
The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space
Publicerades: 2020-04-29
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.
