The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
In a growth-y market, it pays to have a fresh perspective. We interview WallStSaaSBro, a notorious member of fintwit who has firsthand experience on what's going on in the software sector. As an account executive in New York who has seen one sector - healthcare - go beyond acceleration into actual soup to nuts adoption of modern technology in 2020 - he has a value-added take on what's going on in the sector. He also has an interesting story and we have a wideranging conversation on his background, the state of New York, and the state of SaaS.
This call was recorded August 28th.
Topics Covered
- 4:45 minute mark – Background and setting the NYC scene
- 12:45 – The changing expectations for sales hires at the big SaaS firms.
- 14:45 – Learning from unlikely sources – Martin Shkreli.
- 18:45 – AT&T as the jumping off point.
- 23:15 – The home healthcare market opportunity.
- 28:45 – Communications as a service.
- 32:45 – Parallels to past bubbly markets.
- 37:00 – CRM and WDAY stepping up – a beat?
- 40:15 – The 20-something tech perspective both personal and professional - ZoomInfo.
- 55:45 – Sales climate.
- 58:45 – WFH Impact.
- 1:03:15 – What does New York look like?
- 1:07:15 – Is New York dead?
- 1:20:15 – How could sales change, and automation.
- 1:25:15 – SaaS Bro’s top career investments.
- 1:34:15 – Explaining Coupa Software and Spend Management.
- 1:36:15 – The cybersecurity challenge.
- 1:40:15 – Covering Slack.
- 1:49:15 – The value of sales as a career path.
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