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 Mar 09, 2021
Tuesday Mar 09, 2021
Just over a year ago, we released an episode of The Razor’s Edge called Correction City. As we lap the beginning of the pandemic, we also are starting to glimpse the end, and the market is starting to look like a long, strange trip. Bellwethers are moving lower, rotations are happening, and 40% revenue growth guidance isn't what it used to be.
We talk Zoom - one of the stocks that the market and we have been following most closely since last March - and then process the other major shifts in the market. We finish with a look at PagerDuty's upcoming earnings, which also leads us to Snowflake's imposing position.
Topics Covered
- 4:00 minute mark - Initial review of the week that was
- 9:00 - ZM’s report as a bellwether
- 13:30 - What’s ahead for ZM
- 20:30 – The importance of annual guidance on the Q4 call
- 25:30 - What changed for the market, and what distinguishes Zoom from other SaaS winners
- 33:30 - Wal-Mart’s (WMT) warning
- 40:00 - What’s going on this week
- 48:00 - Looking out a year ahead positioning wise
- 58:00 - PagerDuty’s outlook and earnings preview
- 1:04:30 - Snowflake’s positioning
- 1:07:30 - Humility in the face of the weighing machine
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