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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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We revisit three The Razor's Edge names from 2021. Alibaba is down in the dumps from regulatory scrutiny, Stitch Fix can't get no respect, and Twitter received a negative sell-side initiation. We talk about each of the stocks, and while on the surface it would seem that nothing beyond stock performance and our interest unites the three, there are a lot of echoes in how the market is looking at each of them, at least from our vantage point.
Topics Covered Alibaba
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