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 Feb 20, 2020
Thursday Feb 20, 2020
PagerDuty was a screaming short last summer, an example of SaaS's over-competitive landscape and trading at a high valuation to boot. But with half the valuation and a stronger competitive advantage than expected, has the page turned for this tech company? Akram's Razor explains why he's taken the other side of the trade, and why the moat for PD has held up versus new entrants. Topics Covered 3:00 minute mark - What does the competitive landscape look like? 5:30 - What is PD's space exactly? 9:15 - How wide a moat? 11:00 - Why are you long? 17:00 - Are they attracting new business? 20:00 - Pricing discussion 25:15 - Have competitors had any success at slowing down PD? 30:45 - Net dollar retention going in the wrong direction? 39:30 - What are you looking for in terms of the stock at this point? 42:00 - Acquisition candidate? 54:00 - Why own "value SAAS"?
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