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
Wednesday Apr 29, 2020
Wednesday Apr 29, 2020
We break down Snap's upside earnings report and what it means for the internet advertising space, coronavirus plays, the effects of stimulus, and a lot more. Topics Covered 2:30 minute mark: Setting the scene 7:30: Attention Costs 10:00: The Hollywood effect 14:00: Snap's international growth 18:00: The filter issue 23:00: Relative valuation 27:00: Amazon's perfect storm 30:00: Other advertisers' prospects 33:00: The demographic questions 37:00: Stimulus effects 53:00: Shifting spending 59:00: Differing audiences 1:01:00: Twitter digression 1:07:00: How to interpret this earnings season 1:12:00: The Tiktok threat 1:17:00: Recovery risks 1:24:00: Second level effects
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