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 Nov 17, 2020
Tuesday Nov 17, 2020
We continue our conversation with Rajiv Sud, ad tech veteran and private and public markets investors. In this episode - essentially parts 2 and 3 of our conversation - we start with Slack and its challenges, as well as its surprising similarities to Twitter. We also quiz Rajiv on his time at AdMob and his outlook for the private tech sector, before concluding with a breakdown of his Tesla bull thesis.
Topics Covered
- 3:00 minute mark – Slack’s position
- 6:00 – the two-front war, with Intel as an example
- 9:00 – Slack’s marketing challenge, and it not being enough to be the product winner
- 17:00 – Creating the urgency around Slack’s product
- 21:00 – The marketing pitch
- 24:00 – Chat as an engagement tool, and the fit with subscription businesses
- 29:00 – A use case for Slack
- 34:00 – A Twitter content play
- 39:00 – AdMob buyout questions
- 43:00 – Private market – what is Rajiv seeing? Competition and ninja tools
- 49:00 – How does the SaaS competition play out among smaller companies?
- 59:00 – The VC need for exits and how that affects the broader market
- 1:07:30 – Rajiv’s Tesla bull case – software focused
- 1:12:00 – The Elon Musk factor for Tesla bulls
- 1:17:00 – Dissecting the fully autonomous driving future – who gets there first?
- 1:25:00 – And once we get there, who is actually the winner?
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