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 May 21, 2020
Thursday May 21, 2020
The software as a service sector has passed its first recession test in flying colors, as the nature of the coronavirus market has led to a increased business for these companies. With two of the most popular names - Slack and Zoom - due to report in a couple weeks, Akram's Razor and Daniel Shvartsman check in on the state of the sector and whether work from home is a benefit or a liability. Topics Covered: 3:00 minute mark – What explains a big move like Twilio's 7:00 - The broader valuation context 15:00 - The prevailing dynamic of competition 21:00 - Valuation pair mismatches – DDOG/NEWR, PD/EVBG, WORK/ZM 36:30 – Leaving the 10x EV/sales barrier in the past 46:00 – Where does Slack go when the light bulb turns on? 55:30 – the NFLX parallel for Zoom and the search for a pivot 1:03:00 – Slack earnings preview
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