Happy New Year! Though this week’s The Razor’s Edge touches on what may not be the happiest start for people investing in software names or tech more generally. So what’s going on? We throw together a bit of recent and longer-term history, a bit of market sentiment analysis, and some opinions on what might still work, to see why a shift has been coming for a while and why there might be more to come.
Topics covered
#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS
#26: The Atlassian Mafia Part 1: Enterprise Search And Sajari W/Former Head of Jira Product
#25: WallStSaasBro With An Up Close View On The SaaS Market
#24: Another PagerDuty Earnings Alert - Mission Critical, Or A Bubble Pop?
#23: F5 Networks' Transformation, Or What Makes A Compelling Growth (Or Value?) Pitch
The Razor's Edge #22: Scott Norton of Sir Kensington's on Recessionary Dislocation And Adaptation
The Razor's Edge #21: Captain Twilio On His Only Position, Twilio
The Razor's Edge #20: Captain Twilio on Netflix's Dominant Position And The Streaming Wars
The Razor's Edge #19: Superhuman Founder/CEO Rahul Vohra On Email's Enduring Role In Modern Workplace Collaboration
The Investing Edge Announcement
The Razor's Edge #18: The Bankruptcy Market With Sam Zughayer
The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty
The Razor's Edge #16: Talking SaaS With Investor and Tech Veteran Justen Stepka
Value Investor's Edge Live #20: Torm PLC's Management Team On The Product Tanker Market
The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays
Value Investor's Edge Live #19: Post-Earnings Discussion With Ardmore Shipping CEO Anthony Gurnee And CFO Paul Tivnan
The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade
Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO
The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space
The Razor's Edge #13: Zoom And The Harsh Spotlight
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