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 Jan 09, 2020
Thursday Jan 09, 2020
The market has seemed to be on an up and to the right path, but underneath there's been a surprising amount of churn. Large-cap growth stocks especially have moved suddenly on unclear reasoning, moves that seem skittish amidst a bull market. This may just be a sign of late-cycle behavior, or it may be a source of opportunity for the nimbly patient investor. We discuss several tech stocks and provide examples of what is going on. Topics Covered 2:00 minute mark - Setting the scene on this market 10:45 - The whiplash effect and how this affects relative valuation 13:15 - Is long term investing in trouble? 17:30 - ZOOM, WORK, DBX as long-term examples of this phenomenon 28:00 - Finding the right pair trade... harder in this market? 35:00 - The general risk climate in the market 49:00 - Apple (AAPL) and 5G 54:15 - Given the issues, how are you going to trade for the year? 1:00:00 - Streaming vs. SaaS in terms of valuation 1:09:00 - Will there be a rush back into growth stocks in 2020?
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