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
Thursday Mar 12, 2020
Thursday Mar 12, 2020
Elliott Management waged a short-lived and a successful activist campaign against Twitter, at least from the perspective of getting the company to respond. While the long-term results and the fate of Jack Dorsey as CEO are still unclear, we discuss whether Twitter's future is appealing for shareholders, what could actually be done to fix Twitter, and why this might not be the lay-up it seems. Topics Covered: 3:00 - Activist shareholders... Elliot's involvement. 4:30 - Is the goal solely to remove Dorsey? 9:30 - What's wrong with Twitter? 15:00 - Not growing fast enough given its exposure 23:30 - About Scott Galloway 26:30 - Should/shouldn't Twitter be more like Facebook? 29:30 - Strong user base that doesn't like change 33:45 - What do you think is going to happen with Twitter in the next weeks and months? 38:00 - What would you do in your first year as CEO of Twitter? 48:30 - Facebook excels at gaining attention, how can Twitter do this better? 53:00 - Twitter has a narrower appeal than Facebook. 1:01:30 - What can a full time CEO do? 1:05:00 - Who would buy Twitter? How to add revenue? 1:23:00 - Buy at this price?
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