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
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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