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 Oct 06, 2020
Tuesday Oct 06, 2020
We continue our discussion with Jens Schumacher and Justen Stepka, long-time Atlassian vets who have seen the software sector inside and out. We take a broader focus in this discussion, looking at SaaS competition, the importance of integrated cloud stacks, and the broader COVID and macro set-up. This leads to us diving in on Atlassian, on PagerDuty, on Zoom, and on Snowflake, among other topics.
Topics Covered
- 2:30 minute mark - The onset of competition - Asana for Atlassian, Microsoft for Twilio, and writ large
- 10:00 - The market's roving eye, excitement over IPOs or hot tickets vs. steady growing behemoths - Zoom vs. Cisco, Snowflake vs. Box vs. Salesforce, and the ongoing runroom for cloud growth and small/mid-caps like PagerDuty
- 14:00 - The value of having multiple revenue streams, and the importance of Rundeck to PagerDuty as a first step
- 17:00 - Microsoft's power move and Zoom's taking advantage of their position
- 20:00 - The commitment to your cloud stack for a decade, and the challenge for incumbents of diversifying - Hipchat vs. Slack and Bitbucket vs. GitHub
- 26:00 - Data Center redundancy and setting up your network
- 32:00 - Snowflake dive, and the echo with VMWare; its competitive position vs. Redshift, Teradata, etc.
- 46:15 - COVID-19 Status update around the world
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