The Archegos Capital blow-up at the end of Q1 marked the second huge non-fundamental market event, mirroring the GameStop/Melvin Capital/vintage investing short squeeze dynamics of January. While these…
This week’s the Razor’s Edge takes a March Madness theme, as we break down a bracket of ideas. We start off with PagerDuty, breaking down their very solid…
One of our regular areas of focus on the Razor’s Edge is the streaming space, and there are few people who are following that space as closely as…
Just over a year ago, we released an episode of The Razor’s Edge called Correction City. As we lap the beginning of the pandemic, we also are starting…
This week on the Razor’s Edge, we speak with Karim Atiyeh, a serial fintech entrepreneur. He is the co-founder of Ramp, a fast-growing spend management fintech company. He…
It’s been a wild and, finally, fun ride for Twitter over the past 11 months. While everything feels like smooth sailing now for bulls, even as of our…
Amidst a year of web acceleration, changing habits, and questions about what legacy the pandemic will have on our day to day lives, it helps to go back…
We haven’t covered artificial intelligence much on The Razor’s Edge, but it’s a theme that is only going to grow in market salience over the years to come.…
The 2020-21 bull market has seen many familiar themes recycled amidst a very liquid public market environment. The rare earths market, and its flag bearer Molycorp, may not…
GameStop has become one of those rare market stories that has transcended the world of finance and entered pop culture; the most recent example might be the negative…
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