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Before you listen, there is a The Razor's Edge newsletter now available. Written by Akram's Razor, the Razor's Edge will come out at least twice a month and include ideas, analysis, macro input, and the insights you would expect from this podcast. Check it out at: https://the-razors-edge.ghost.io
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PagerDuty has been a regular topic on The Razor's Edge for over a year, and this month's earnings seemed to reward that attention, as the company crossed the magic 30%+ revenue growth barrier for the first time since the pandemic began.
To get more details on what drove that acceleration and what might come next, we spoke with Howard Wilson, PagerDuty's CFO. We talked about the macro climate driving PagerDuty's opportunity, the competition they are seeing and why they remain confident about it, and what product expansion looks like.
Justen Stepka, regular Razor's Edge guest and formerly of Atlassian and Docker, joined us, and the conversation went deep on strategy, tactics, and opportunities across the board. We think you'll get a lot out of this episode.
Topics Covered
Value Investor's Edge Live #17: Virtual Investor Forum on COVID-19 and Oil Price War, With Euronav's CEO
The Razor's Edge #12 Part 2: Where Does The Market Go?
The Razor's Edge #12: Disney As The Coronavirus Bear ETF
Value Investor's Edge Live #16: Virtual Investor Forum on COVID-19 and Oil Price War, With Teekay LNG Partners Management
The Razor's Edge #11: Tech As A Safe Haven, But For How Long?
Value Investor's Edge Live #15: Virtual Investor Forum on COVID-19 and Oil Price War, With International Seaways Management
The Razor's Edge #10: Twitter Is No Easy Fix
The Razor's Edge #9: Correction City
Value Investor's Edge Live #14: International Seaways' Management On The Tanker Markets
The Razor's Edge #8: PagerDuty On Value Alert
Value Investor's Edge Live #13: Frontline CEO Robert Hvide Macleod On Crude Tanker Markets
The Razor's Edge #7: The Uneven Scrutiny Around Facebook
Value Investor's Edge Live #12: Shipping Market Update With VesselsValue (Bonus Episode)
Value Investor's Edge Live #11: DHT Holdings' Co-CEOs On The VLCC Markets
The Razor's Edge #6: Pinterest's Different Tack On The Social Media Play
Value Investor's Edge Live #10: Ardmore Shipping's Management Team On MR Product Markets
The Razor's Edge #5: Trading In A Surprisingly Choppy 2020 Market
Value Investor's Edge Live #9: Flex LNG's CEO On The State Of The LNG Shipping Market
Value Investor's Edge Live #8: Diamond S's Management On The Product Tanker Market
Value Investor's Edge Live #7: Costamare's CFO Greg Zikos On The Containership Market
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