113 Episodes

  1. #28: On The New York Streets With A Ride-Share Vehicle Supplier

    Published: 10/13/2020

  2. #27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS

    Published: 10/6/2020

  3. #26: The Atlassian Mafia Part 1: Enterprise Search And Sajari W/Former Head of Jira Product

    Published: 9/29/2020

  4. #25: WallStSaasBro With An Up Close View On The SaaS Market

    Published: 9/15/2020

  5. #24: Another PagerDuty Earnings Alert - Mission Critical, Or A Bubble Pop?

    Published: 9/8/2020

  6. #23: F5 Networks' Transformation, Or What Makes A Compelling Growth (Or Value?) Pitch

    Published: 8/18/2020

  7. The Razor's Edge #22: Scott Norton of Sir Kensington's on Recessionary Dislocation And Adaptation

    Published: 8/11/2020

  8. The Razor's Edge #21: Captain Twilio On His Only Position, Twilio

    Published: 7/29/2020

  9. The Razor's Edge #20: Captain Twilio on Netflix's Dominant Position And The Streaming Wars

    Published: 7/21/2020

  10. The Razor's Edge #19: Superhuman Founder/CEO Rahul Vohra On Email's Enduring Role In Modern Workplace Collaboration

    Published: 7/7/2020

  11. The Investing Edge Announcement

    Published: 6/25/2020

  12. The Razor's Edge #18: The Bankruptcy Market With Sam Zughayer

    Published: 6/18/2020

  13. The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty

    Published: 6/11/2020

  14. The Razor's Edge #16: Talking SaaS With Investor and Tech Veteran Justen Stepka

    Published: 5/29/2020

  15. Value Investor's Edge Live #20: Torm PLC's Management Team On The Product Tanker Market

    Published: 5/28/2020

  16. The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays

    Published: 5/21/2020

  17. Value Investor's Edge Live #19: Post-Earnings Discussion With Ardmore Shipping CEO Anthony Gurnee And CFO Paul Tivnan

    Published: 5/14/2020

  18. The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade

    Published: 5/7/2020

  19. Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO

    Published: 4/30/2020

  20. The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space

    Published: 4/29/2020

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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 and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. 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.