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 Dec 05, 2019
Thursday Dec 05, 2019
Akram's Razor was a notable bear on Nvidia in 2018 before closing a short position. Recently, he switched from the sidelines to becoming an owner of shares and a bull. We discuss what changed with the company over the past year, how it's proven itself, and what may be ahead. Topics Covered 2:00 minute mark - revisiting the short case 12:30 - NVDA's competitive position in artificial intelligence 23:00 - Expanded advantage in artificial intelligence, with the USPS deal as an example 33:00 - How Nvidia's moat plays out for new potential entrants 38:00 - The change in the valuation picture 47:00 - How crypto wreaked havoc on understanding Nvidia's gaming segment 56:00 - The structural questions in the gaming segment 1:11:00 - Mellanox and its import/fit with Nvidia 1:19:00 - Has management regained its credibility? 1:34:00 - Applying a lens to management's views
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