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 Dec 15, 2020
Tuesday Dec 15, 2020
Third time appears to be the charm. After seeing the football get pulled away from investors after Q1 and Q2 earnings, Slack and PagerDuty brought much cheer to shareholders, in the spirit of the holiday season. Slack has agreed to a deal with Salesforce.com and PagerDuty reported another solid quarter that finally woke the market up to its consistent growth opportunity.
We break down all that news. To do so, we bring on previous guests Jens Schumacher, CPO at Sajari, and Justen Stepka, co-founder of Enterprise Fund, both Atlassian alums, as well as Rich, a cloud CRM CEO.
Topics Covered
- 3:00 minute mark - Initial reactions to the deal
- 16:00 - How does this fit into Salesforce?
- 21:00 - Slack's future development as part of a bigger company
- 29:30 - Was this a defensive move for CRM, especially for pricing?
- 43:30 - Who loses in this deal? Zendesk, e.g. and Microsoft
- 49:00 - How big a deal was (and how hard was it to make) Slack Connect?
- 54:00 - Who else should have bought Slack? Google and Zoom discussion
- 1:05:00 - PagerDuty Earnings recap
- 1:15:00 - When does ServiceNow make their play? And breaking down the integration issues and what that means for a moat.
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