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Feb 27, 2021
Episode | Date |
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China Stocks and Boeing, And Whether To Venture Into Troubled Waters
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Jan 25, 2024 |
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
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Jan 23, 2024 |
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
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Dec 20, 2023 |
The AI Rally: Sorting out Heft from Hype
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Jun 05, 2023 |
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
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Feb 21, 2023 |
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
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Dec 13, 2022 |
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
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Nov 15, 2022 |
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
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Nov 01, 2022 |
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
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Sep 06, 2022 |
Roku’s Wipeout and whether the Black Box will Open
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Aug 02, 2022 |
Twitter Trial Breakdown
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Jul 19, 2022 |
The Bear Market Is Here: What Next?
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Jun 21, 2022 |
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
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May 31, 2022 |
The Twitter Endgame, Again: Logic & Legality
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May 24, 2022 |
Growth Stocks Approaching a Bottom?
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May 23, 2022 |
The Changing Story At Juniper, A Rare 2022 Tech Winner
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Apr 22, 2022 |
Twitter’s Endgame
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Apr 18, 2022 |
The Consumer Goods Cliff, and also Elon Musk and Twitter
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Apr 12, 2022 |
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
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Feb 08, 2022 |
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
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Jan 11, 2022 |
Twitter‘s CEO Change And The Market Whirlwinds Around The Company
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Dec 14, 2021 |
The Docusign Sell-Off And The Latest Market Veer
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Dec 07, 2021 |
The Future Of Compute: Naveen Rao on How The AI Landscape Has Changed
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Nov 23, 2021 |
Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both?
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Nov 16, 2021 |
The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market
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Nov 09, 2021 |
The Future of Compute: Ampere Computing‘s CPO, Jeff Wittich, On The Data Center Chip Industry
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Nov 02, 2021 |
The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter
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Sep 21, 2021 |
PagerDuty‘s Present And Future Growth With CFO Howard Wilson
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Sep 14, 2021 |
Travel Stocks Like Booking And Boeing Set For Another Take-Off
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Aug 17, 2021 |
Covid-Era Comps Begin: A Look At Netflix's And Twitter's Earnings
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Jul 27, 2021 |
After Didi Global: Are Chinese Stocks Investable?
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Jul 13, 2021 |
Short-Selling In 2021: Beware The Crowded Trade, And Eyes On Nvidia
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Jun 29, 2021 |
Fed Reaction and the (Re)-Rise of SaaS
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Jun 22, 2021 |
Meme Stonks Part Deux: AMC, Algos, and The Fed
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Jun 15, 2021 |
The Yalla Buzz And The Back Talk
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Jun 01, 2021 |
Transitory Inflation Vs. The Looming End Of Covid
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May 18, 2021 |
The Big Tech Ticket: The Calculus Behind Facebook's Oversight Board And The Trump Decision
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May 05, 2021 |
Opening The Box On Stitch Fix's Bull Case Amidst A Rocky Year
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May 04, 2021 |
The Semiconductor Shortages And Why Building Foundries Might Not Solve It All
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Apr 20, 2021 |
The Last Thing We Needed: Breaking Down the Archegos Capital Blowup
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Apr 06, 2021 |
March Madness: PagerDuty Earnings, Just Eat Takeaway Ready For Pick Up, and GoPro or Go Home
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Mar 23, 2021 |
Streaming Endgame, The fuboTV Bear Case, And The Rise Of Audio With Andrew Freedman
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Mar 16, 2021 |
Covid Conundrum: Zoom's Earnings, Bellwether Warnings, and PagerDuty Preview
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Mar 09, 2021 |
Ramp Co-Founder Karim Atiyeh On The Corporate Spend Market And Ramp's Position
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Mar 02, 2021 |
Talking The Twitter Trade, Analyst Day, And The Big Picture
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Feb 23, 2021 |
The Future Of Meetings: Online vs. In-Person vs. Hybrid, with Meetup CEO David Siegel
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Feb 16, 2021 |
AI And SaaS Valuations with May Habib, Founder/CEO of Writer
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Feb 09, 2021 |
Digging Into The Rare Earths And EVs Rush With Don Lay
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Feb 03, 2021 |
Breaking Down The GameStop Game
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Feb 01, 2021 |
Netflix Flexes On 'Em
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Jan 26, 2021 |
#37: Twitter's Post-Trump Future
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Jan 12, 2021 |
#36: SPACs and COVID Winners with Shift Technologies Co-CEO, George Arison
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Jan 05, 2021 |
#35: The Last Catalyst For Tesla, With Mark Spiegel
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Dec 22, 2020 |
#34: PagerDuty and Slack Deliver, At Last: What Next?
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Dec 15, 2020 |
#33: In The Streaming Wars, What Game Does Disney Want To Play?
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Nov 24, 2020 |
#32: Slack's Tricky Position and the Tesla Bull Case (Along With A Counter)
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Nov 17, 2020 |
#31: But Twitter's Quarter Was Really Good! With Rajiv Sud
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Nov 10, 2020 |
#30: SPACs, Influencer Investing, and 2020's Wild Market Swings, with Jaime Lester
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Nov 03, 2020 |
#29: Catching Up On Twilio's Big Moves With Captain Twilio and Justen Stepka
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Oct 27, 2020 |
#28: On The New York Streets With A Ride-Share Vehicle Supplier
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Oct 13, 2020 |
#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS
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Oct 06, 2020 |
#26: The Atlassian Mafia Part 1: Enterprise Search And Sajari W/Former Head of Jira Product
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Sep 29, 2020 |
#25: WallStSaasBro With An Up Close View On The SaaS Market
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Sep 15, 2020 |
#24: Another PagerDuty Earnings Alert - Mission Critical, Or A Bubble Pop?
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Sep 08, 2020 |
#23: F5 Networks' Transformation, Or What Makes A Compelling Growth (Or Value?) Pitch
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Aug 18, 2020 |
The Razor's Edge #22: Scott Norton of Sir Kensington's on Recessionary Dislocation And Adaptation
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Aug 11, 2020 |
The Razor's Edge #21: Captain Twilio On His Only Position, Twilio
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Jul 29, 2020 |
The Razor's Edge #20: Captain Twilio on Netflix's Dominant Position And The Streaming Wars
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Jul 21, 2020 |
The Razor's Edge #19: Superhuman Founder/CEO Rahul Vohra On Email's Enduring Role In Modern Workplace Collaboration
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Jul 07, 2020 |
The Investing Edge Announcement
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Jun 25, 2020 |
The Razor's Edge #18: The Bankruptcy Market With Sam Zughayer
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Jun 18, 2020 |
The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty
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Jun 11, 2020 |
The Razor's Edge #16: Talking SaaS With Investor and Tech Veteran Justen Stepka
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May 29, 2020 |
Value Investor's Edge Live #20: Torm PLC's Management Team On The Product Tanker Market
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May 28, 2020 |
The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays
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May 21, 2020 |
Value Investor's Edge Live #19: Post-Earnings Discussion With Ardmore Shipping CEO Anthony Gurnee And CFO Paul Tivnan
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May 14, 2020 |
The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade
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May 07, 2020 |
Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO
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Apr 30, 2020 |
The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space
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Apr 29, 2020 |
The Razor's Edge #13: Zoom And The Harsh Spotlight
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Apr 16, 2020 |
Value Investor's Edge Live #17: Virtual Investor Forum on COVID-19 and Oil Price War, With Euronav's CEO
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Apr 09, 2020 |
The Razor's Edge #12 Part 2: Where Does The Market Go?
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Apr 04, 2020 |
The Razor's Edge #12: Disney As The Coronavirus Bear ETF
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Apr 03, 2020 |
Value Investor's Edge Live #16: Virtual Investor Forum on COVID-19 and Oil Price War, With Teekay LNG Partners Management
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Mar 26, 2020 |
The Razor's Edge #11: Tech As A Safe Haven, But For How Long?
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Mar 23, 2020 |
Value Investor's Edge Live #15: Virtual Investor Forum on COVID-19 and Oil Price War, With International Seaways Management
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Mar 19, 2020 |
The Razor's Edge #10: Twitter Is No Easy Fix
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Mar 12, 2020 |
The Razor's Edge #9: Correction City
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Mar 05, 2020 |
Value Investor's Edge Live #14: International Seaways' Management On The Tanker Markets
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Feb 27, 2020 |
The Razor's Edge #8: PagerDuty On Value Alert
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Feb 20, 2020 |
Value Investor's Edge Live #13: Frontline CEO Robert Hvide Macleod On Crude Tanker Markets
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Feb 13, 2020 |
The Razor's Edge #7: The Uneven Scrutiny Around Facebook
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Feb 06, 2020 |
Value Investor's Edge Live #12: Shipping Market Update With VesselsValue (Bonus Episode)
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Feb 05, 2020 |
Value Investor's Edge Live #11: DHT Holdings' Co-CEOs On The VLCC Markets
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Jan 30, 2020 |
The Razor's Edge #6: Pinterest's Different Tack On The Social Media Play
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Jan 23, 2020 |
Value Investor's Edge Live #10: Ardmore Shipping's Management Team On MR Product Markets
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Jan 16, 2020 |
The Razor's Edge #5: Trading In A Surprisingly Choppy 2020 Market
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Jan 09, 2020 |
Value Investor's Edge Live #9: Flex LNG's CEO On The State Of The LNG Shipping Market
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Jan 02, 2020 |
Value Investor's Edge Live #8: Diamond S's Management On The Product Tanker Market
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Dec 19, 2019 |
Value Investor's Edge Live #7: Costamare's CFO Greg Zikos On The Containership Market
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Dec 12, 2019 |