Podcasts by The Razor’s Edge

The AI Rally: Sorting out Heft from Hype from 2023-06-05T10:00

It's been a while since we've posted a Razor's Edge episode, and a lot has happened! A whole banking crisis came and went and apparently is all resolved (?). More relevant to the sort of things ...

The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year from 2023-02-21T12:46:03

It’s been a funky start to the year, as a dash for trash rally has extended into a not as bad as expected earnings rally, and now it’s easy to be wrongfooted.

We dive into this market, in...

Docusign, Zoom, MongoDB, and the SaaS Circle of Life from 2022-12-13T12:17:27

On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include:

• Taking the last three...
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Compound248 on Twitter’s New Era and the SBF/FTX Meltdown from 2022-11-15T10:00

All-star guest Compound248 joins us to follow up on a wild week in the markets. We talk Elon Musk’s high volume start as owner of Twitter and the SBF, FTX, crypto crisis. Akram's Razor and Compo...

Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth from 2022-11-01T11:48:20

Last week was a big week in tech, so we’re back with an episode on two of the biggest stories. First, (2:40 minute mark) we break down Meta Platforms’ bummer of an earnings result and why it sho...

The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0 from 2022-09-06T10:00

Q2 earnings season has delivered many surprises on the one hand and continuations of trends on the other hand. For SaaS companies, that has meant continued drifting.

Last week, Okta, MDB,...

Roku’s Wipeout and whether the Black Box will Open from 2022-08-02T14:06:31

Roku's dud of a quarter echoed both Snap's report from the week earlier and the start of the pandemic as the sudden advertising slowdown hit them as well. The issues with Roku go beyond the quar...

Twitter Trial Breakdown from 2022-07-19T10:06:12

It’s all happening: Elon Musk filed to terminate his deal to buy Twitter, Twitter sued him for specific performance, and now the trials begin. Today, not a trial actually but a hearing to see wh...

The Bear Market Is Here: What Next? from 2022-06-21T11:09:16

On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what?

Neither Akram nor Daniel are in an apocalyptic mood, so we explain why we’re not, what g...

The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More from 2022-05-31T14:18:18

This week's episode picks up where last week's The Razor's Edge episode left off. We talk the current whipsaw/whiplash macro environment, where a smaller, often over optimistic social media comp...

The Twitter Endgame, Again: Logic&Legality from 2022-05-24T12:52:33

In part two of our recording this week, we get to Elon Musk and Twitter. Both because how can we not at this point, as the drama continues to unfurl, and also because Akram makes the case for th...

Growth Stocks Approaching a Bottom? from 2022-05-23T11:47:29

Markets are in turmoil, and we almost busted out the siren. But instead of commemorating the second bear market in the Razor's Edge's lifetime, we focused on whether, actually, growth stocks mig...

The Changing Story At Juniper, A Rare 2022 Tech Winner from 2022-04-22T13:15:20

Tech as a sector has been a theme of the Razor's Edge from the beginning. Tech as a sector to avoid has been a theme of the Razor's Edge for at least the last few months. While there have been e...

Twitter’s Endgame from 2022-04-18T10:01:10

We planned to do another episode this week, but on a different tech stock. We did indeed record that episode, but at the same time, with all the developments around Twitter - the board's adoptio...

The Consumer Goods Cliff, and also Elon Musk and Twitter from 2022-04-12T10:00

A lot has happened since we last published a Razor’s Edge episode: the outbreak of war, increased Fed hawkishness, and continued market volatility.

We pick up the thread we’ve been follow...

The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market from 2022-02-08T10:00

Last week was a wild one. Given we’re not in a period of acute crisis, and that the market finished higher on the week, the swings from Wednesday to Thursday to Friday were especially pronounced...

New Year, Same Trading? Breaking Down The Bumpy Start To 2022 from 2022-01-11T10:00

Happy New Year! Though this week’s The Razor’s Edge touches on what may not be the happiest start for people investing in software names or tech more generally. So what’s going on? We throw toge...

Twitter‘s CEO Change And The Market Whirlwinds Around The Company from 2021-12-14T10:00

We pick up this week's conversation where last week's (and so many of our past episodes left off) - what about Twitter, at this price, in this economy? We talk about the succession decision and ...

The Docusign Sell-Off And The Latest Market Veer from 2021-12-07T10:00

Docusign’s sell-off on Friday and the corresponding market (and Nasdaq) sell-off are the latest sign of market uncertainty. No one knows anything – as Monday’s rally reminds us – but the questio...

The Future Of Compute: Naveen Rao on How The AI Landscape Has Changed from 2021-11-23T10:00

We wrap up our Future of Compute series with a leading force in the field, Naveen Rao. Rao founded Nervana Systems, the first next-gen AI chip company, which he sold to Intel. He then drove Inte...

Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both? from 2021-11-16T10:00

This week we take a break from our Future of Compute series on the Razor’s Edge to talk Peloton.

In an earnings season full of big moves and surprises, Peloton's downhill fall has been on...

The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market from 2021-11-09T10:00

The accelerating growth in the AI market requires different approaches from the hardware side. Cerebras's approach is that size matters and bigger is better: the company's massive wafer chip is ...

The Future of Compute: Ampere Computing‘s CPO, Jeff Wittich, On The Data Center Chip Industry from 2021-11-02T09:00

The semiconductor industry is in a period of transition. Supply chain problems and questions over whether we are now in a secular growth environment; changing leadership as Intel loses ground an...

The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter from 2021-09-21T10:00

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Before you listen, there is a The Razor's Edge newsletter now available. Written by Akram's Razor, the Razor's Edge will come out at lea...

PagerDuty‘s Present And Future Growth With CFO Howard Wilson from 2021-09-14T10:00

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Before you listen, there is a The Razor's Edge newsletter now available. Written by Akram's Razor, the Razor's Edge will come out at lea...

Travel Stocks Like Booking And Boeing Set For Another Take-Off from 2021-08-17T10:00

The quick hit re-open trade of January/February came and went. The U.S. is facing the delta variant of COVID-19 in full, which has shaken out some of the fast money from the travel sector. And y...

Covid-Era Comps Begin: A Look At Netflix's And Twitter's Earnings from 2021-07-27T10:00

Earnings season this quarter comes with a special kick. It’s the first one lapping full COVID comps, which means we can start to see what the wonky pull forward or shut down year ago will do to ...

After Didi Global: Are Chinese Stocks Investable? from 2021-07-13T10:00

The Didi Global IPO feels like a fiasco - company goes public one week, gets booted from the app store by Chinese regulators the next. With RLX Technology undergoing a similar crackdown earlier ...

Short-Selling In 2021: Beware The Crowded Trade, And Eyes On Nvidia from 2021-06-29T10:00

"I'd rather short a real company than a fraud or a meme stock."

Akram's Razor made this case on a recent Twitter Space, and we unpack the point on today's episode of the Razor's Edge. In ...

Fed Reaction and the (Re)-Rise of SaaS from 2021-06-22T10:15

Last week's Fed meeting played to expectations - slightly tougher talk, limited changes in policy.  The market's reaction was to pile back into the Covid winners, which meant SaaS stocks among o...

Meme Stonks Part Deux: AMC, Algos, and The Fed from 2021-06-15T10:00

We've seen this movie before, but it still doesn't really make sense: a group of traders has taken up the cause of inflating the stock price of a motley bunch of stocks, including AMC as the mos...

The Yalla Buzz And The Back Talk from 2021-06-01T10:00

A couple weeks ago, Akram released a short thesis on Yalla, calling out an odd business model and then some major issues with the platform - duplicative accounts, low engagement, glitches with t...

Transitory Inflation Vs. The Looming End Of Covid from 2021-05-18T10:00

Inflation realities and fears struck the market last week, sending indices lower and helping drive the Nasdaq's 3rd consecutive losing week. At least that's the straightforward read, but as with...

The Big Tech Ticket: The Calculus Behind Facebook's Oversight Board And The Trump Decision from 2021-05-05T10:00

We're sharing the debut episode of a new Shortman Studios podcast, The Big Tech Ticket. The show, hosted by veteran journalist James Rogers, will cover many of the topics you hear on The Razor's...

Opening The Box On Stitch Fix's Bull Case Amidst A Rocky Year from 2021-05-04T10:00

On this week’s The Razor’s Edge, we’re talking Stitch Fix. The e-commerce apparel retailer has had quite a six months – a strong earnings report in December sent shares higher, propelled perhaps...

The Semiconductor Shortages And Why Building Foundries Might Not Solve It All from 2021-04-20T10:00

Semiconductor shortages have been one of the big economic themes emerging in 2021, in our ‘light at the end of the tunnel’ pandemic stage. We have to mention the pandemic because that’s a proxim...

The Last Thing We Needed: Breaking Down the Archegos Capital Blowup from 2021-04-06T10:00

The Archegos Capital blow-up at the end of Q1 marked the second huge non-fundamental market event, mirroring the GameStop/Melvin Capital/vintage investing short squeeze dynamics of January. Whil...

March Madness: PagerDuty Earnings, Just Eat Takeaway Ready For Pick Up, and GoPro or Go Home from 2021-03-23T08:00

This week’s the Razor’s Edge takes a March Madness theme, as we break down a bracket of ideas. 

 We start off with PagerDuty, breaking down their very solid Q4 report and FY 2022 guidance...

Streaming Endgame, The fuboTV Bear Case, And The Rise Of Audio With Andrew Freedman from 2021-03-16T08:00

One of our regular areas of focus on the Razor’s Edge is the streaming space, and there are few people who are following that space as closely as Andrew Freedman of Hedgeye. To the point where h...

Covid Conundrum: Zoom's Earnings, Bellwether Warnings, and PagerDuty Preview from 2021-03-09T10:00

Just over a year ago, we released an episode of The Razor’s Edge called Correction City. As we lap the beginning of the pandemic, we also are starting to glimpse the end, and the market is start...

Ramp Co-Founder Karim Atiyeh On The Corporate Spend Market And Ramp's Position from 2021-03-02T10:00

This week on the Razor's Edge, we speak with Karim Atiyeh, a serial fintech entrepreneur. He is the co-founder of Ramp, a fast-growing spend management fintech company. He talks about the compan...

Talking The Twitter Trade, Analyst Day, And The Big Picture from 2021-02-23T10:00

It's been a wild and, finally, fun ride for Twitter over the past 11 months. While everything feels like smooth sailing now for bulls, even as of our last episode on the stock post ex-President ...

The Future Of Meetings: Online vs. In-Person vs. Hybrid, with Meetup CEO David Siegel from 2021-02-16T10:00

Amidst a year of web acceleration, changing habits, and questions about what legacy the pandemic will have on our day to day lives, it helps to go back to roots. One company that has both been t...

AI And SaaS Valuations with May Habib, Founder/CEO of Writer from 2021-02-09T10:00

We haven’t covered artificial intelligence much on The Razor’s Edge, but it’s a theme that is only going to grow in market salience over the years to come. May Habib, this week's guest, has firs...

Digging Into The Rare Earths And EVs Rush With Don Lay from 2021-02-03T10:00

The 2020-21 bull market has seen many familiar themes recycled amidst a very liquid public market environment. The rare earths market, and its flag bearer Molycorp, may not have been the most ob...

Breaking Down The GameStop Game from 2021-02-01T10:00

GameStop has become one of those rare market stories that has transcended the world of finance and entered pop culture; the most recent example might be the negative oil pricing last April. It's...

Netflix Flexes On 'Em from 2021-01-26T10:00

We talk Netflix again this week. As you may recall, Akram published a lengthy report late last year on why Netflix was and would remain the king of streaming. The company reported earnings last ...

E-Commerce, Chat Commerce, and What's Here To Stay Post-Covid from 2021-01-19T10:00

E-commerce has risen to the point where just about everybody is an e-commerce company, and that goes even beyond retailers of goods. To understand that trend and to see how far it might stretch, we...

#37: Twitter's Post-Trump Future from 2021-01-12T10:00

There's something about Twitter that leads to market knee-jerk reactions and, depending on how you look at it, opportunities for investors. After Twitter decided to permanently ban the sitting P...

#36: SPACs and COVID Winners with Shift Technologies Co-CEO, George Arison from 2021-01-05T10:00

Happy new year! We kick 2021 off on the Razor's Edge by looking at a couple of the biggest trends from 2020 – COVID market distortions and SPACs. Our guest is George Arison, Co-CEO of Shift Tech...

#35: The Last Catalyst For Tesla, With Mark Spiegel from 2020-12-22T10:00

Tesla entered the S&P 500 yesterday. What does that mean for the long-running bull vs. bear battle? A month after posting our interview with a bull - Rajiv Sud - we speak to Mark Spiegel, one of...

#34: PagerDuty and Slack Deliver, At Last: What Next? from 2020-12-15T10:00

Third time appears to be the charm. After seeing the football get pulled away from investors after Q1 and Q2 earnings, Slack and PagerDuty brought much cheer to shareholders, in the spirit of th...

#33: In The Streaming Wars, What Game Does Disney Want To Play? from 2020-11-24T10:00

Famed activist investor Daniel Loeb wrote a letter to Disney management arguing that the time to go all in on streaming is now. We've been following the streaming wars pretty closely, and we dec...

#32: Slack's Tricky Position and the Tesla Bull Case (Along With A Counter) from 2020-11-17T10:00

We continue our conversation with Rajiv Sud, ad tech veteran and private and public markets investors. In this episode - essentially parts 2 and 3 of our conversation - we start with Slack and i...

#31: But Twitter's Quarter Was Really Good! With Rajiv Sud from 2020-11-10T10:00

Oops, it happened again. A company we follow closely on The Razor’s Edge reported earnings, met or beat expectations, and then sold off heavily along with a major market sell-off. Last time it w...

#30: SPACs, Influencer Investing, and 2020's Wild Market Swings, with Jaime Lester from 2020-11-03T10:00

This week’s episode is a conversation with Jaime Lester. Jaime has been a professional investor for more than two decades, has a lot of experience with short selling, as evidenced from our conve...

#29: Catching Up On Twilio's Big Moves With Captain Twilio and Justen Stepka from 2020-10-27T09:00

Twilio has had an exciting fall. First, Microsoft announced Azure Communication Services, viewed as a shot across the bow at Twilio in the developer driven communications space. Then, Twilio had...

#28: On The New York Streets With A Ride-Share Vehicle Supplier from 2020-10-13T10:00

This week’s The Razor’s Edge goes back out to the streets. We speak with Ali Naqvi, owner of a ride-share car supplier in New York, about his experience with the COVID lockdown, what he’s hearin...

#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS from 2020-10-06T10:00

We continue our discussion with Jens Schumacher and Justen Stepka, long-time Atlassian vets who have seen the software sector inside and out. We take a broader focus in this discussion, looking ...

#26: The Atlassian Mafia Part 1: Enterprise Search And Sajari W/Former Head of Jira Product from 2020-09-29T10:00

We speak with a couple of Atlassian alums on this week's episode, as the first of a two-parter. Our guests are Justen Stepka, co-owner of Enterprise Fund, Atlassian alum, and previous The Razor'...

#25: WallStSaasBro With An Up Close View On The SaaS Market from 2020-09-15T10:00

In a growth-y market, it pays to have a fresh perspective. We interview WallStSaaSBro, a notorious member of fintwit who has firsthand experience on what's going on in the software sector. As an...

#24: Another PagerDuty Earnings Alert - Mission Critical, Or A Bubble Pop? from 2020-09-08T10:00

The end of summer often serves up surprises for the market, and this year was no different. The cadence of Zoom reporting and setting the market ablaze towards the end of earnings season, follow...

#23: F5 Networks' Transformation, Or What Makes A Compelling Growth (Or Value?) Pitch from 2020-08-18T10:00

We flip the script. Daniel pitches Akram on a new idea - f5 Networks - and Akram plays the role of portfolio manager, hearing out and testing the thesis. While Daniel might hope you like the ide...

The Razor's Edge #22: Scott Norton of Sir Kensington's on Recessionary Dislocation And Adaptation from 2020-08-11T10:00

With the economy working through a recession - though certainly a unique mix of crosswinds - we thought it would be good to get out of the software space. Scott Norton, co-founder and CEO of Sir...

The Razor's Edge #21: Captain Twilio On His Only Position, Twilio from 2020-07-29T10:00

Today’s episode continues our conversation with Captain Twilio. Our guest, a financial professional and a friend of Akram’s, invests personally in a very concentrated fashion. Last time, we spok...

The Razor's Edge #20: Captain Twilio on Netflix's Dominant Position And The Streaming Wars from 2020-07-21T10:00

We're joined by friend of The Razor's Edge and professional investor Captain Twilio, as he's known. As someone who has only owned two stocks in his portfolio since 2012 - Netflix from 2012-2017 ...

The Razor's Edge #19: Superhuman Founder/CEO Rahul Vohra On Email's Enduring Role In Modern Workplace Collaboration from 2020-07-07T10:00

We've gone to some length covering Slack, Zoom, and other software companies, as the 2020 work from home environment has accelerated and amplified business's rush to the cloud. But what about em...

The Investing Edge Announcement from 2020-06-25T10:00

A quick update about the programming on this channel - this channel will be only featuring the Razor's Edge going forward. To get new Value Investor's Edge Live podcasts, subscribe to the Marketpla...

The Razor's Edge #18: The Bankruptcy Market With Sam Zughayer from 2020-06-18T10:00

One of the stranger dislocations in 2020 has been the behavior of stocks that are bound to or have already filed bankruptcy, with Hertz's offering of new equity this week as the biggest example of ...

The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty from 2020-06-11T10:00

We visit the software as a service sector for the third time in a row, as the earnings week we were waiting for came to pass. Zoom reported the so-called 'greatest quarter ever in software', and sk...

The Razor's Edge #16: Talking SaaS With Investor and Tech Veteran Justen Stepka from 2020-05-29T10:00

We continue to follow the software as a service sector and the impact of the work from home world, but this time with an outside perspective. Justen Stepka, the founder of Authentisoft and then a l...

Value Investor's Edge Live #20: Torm PLC's Management Team On The Product Tanker Market from 2020-05-28T10:00

With attention still focused on the tanker segment, J Mintzmyer speaks to underfollowed Torm PLC about what they're seeing in the wake of a solid Q1 earnings report and Q2 outlook. Topics Covered ...

The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays from 2020-05-21T10:00

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 m...

Value Investor's Edge Live #19: Post-Earnings Discussion With Ardmore Shipping CEO Anthony Gurnee And CFO Paul Tivnan from 2020-05-14T10:00

J Mintzmyer speaks with Ardmore Shipping management about Q1 and the fast-moving product tanker section. Topics Covered 1:00 minute mark - What’s the underlying trade in the product tanker markets?...

The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade from 2020-05-07T10:00

In the most ambitious crossover event in Seeking Alpha podcast history, we turn the tables around. J Mintzmyer joins Akram's Razor and Daniel Shvartsman to talk the tanker trade, which is a hotly d...

Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO from 2020-04-30T10:00

J Mintzmyer spoke with Frontline's CEO, Robert Hvide Macleod, last week about how the tanker market is shaping up amidst a lot of commodity price moves and investor interest. Topics Covered 1:00 ...

The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space from 2020-04-29T10:00

We break down Snap's upside earnings report and what it means for the internet advertising space, coronavirus plays, the effects of stimulus, and a lot more. Topics Covered 2:30 minute mark: Set...

The Razor's Edge #13: Zoom And The Harsh Spotlight from 2020-04-16T10:00

Zoom (ZM) was a go-go momentum stock in its first year of trading, with revenue multiples and performance outpacing most of its SAAS (software as a service peers). That was to a degree deserved due...

Value Investor's Edge Live #17: Virtual Investor Forum on COVID-19 and Oil Price War, With Euronav's CEO from 2020-04-09T10:00

J Mintzmyer speaks with Euronav Hugo de Stoop as part of Value Investor's Edge's COVID 19 / Oil Price War Forum. While shipping is in turmoil, oil tankers like Euronav are very nicely positioned. T...

The Razor's Edge #12 Part 2: Where Does The Market Go? from 2020-04-04T11:00

After the Disney podcast we recorded last Friday and posted yesterday, Akram's Razor and Daniel Shvartsman continued to discuss the macro environment and the strange place we're in.

The Razor's Edge #12: Disney As The Coronavirus Bear ETF from 2020-04-03T11:00

Disney is considered as blue-chip as it gets, but when you break down its famous flywheel - different business lines that all flow together to create the greatest diversions in the world - there's ...

Value Investor's Edge Live #16: Virtual Investor Forum on COVID-19 and Oil Price War, With Teekay LNG Partners Management from 2020-03-26T09:00

The last time J Mintzmyer and Value Investor's Edge hosted a virtual investor forum featuring industry analysts, management teams, and investors, all the way back in January 2020, it was like anoth...

The Razor's Edge #11: Tech As A Safe Haven, But For How Long? from 2020-03-23T10:00

As the coronavirus bear market continues to roil investors, we talk about what effect its had on the tech sector in general. Is the bubble over? Will the Nasdaq be a safe haven and a future outperf...

Value Investor's Edge Live #15: Virtual Investor Forum on COVID-19 and Oil Price War, With International Seaways Management from 2020-03-19T09:00

The last time J Mintzmyer and Value Investor's Edge hosted a virtual investor forum featuring industry analysts, management teams, and investors, all the way back in January 2020, it was like anoth...

The Razor's Edge #10: Twitter Is No Easy Fix from 2020-03-12T08:41

Elliott Management waged a short-lived and a successful activist campaign against Twitter, at least from the perspective of getting the company to respond. While the long-term results and the fate ...

The Razor's Edge #9: Correction City from 2020-03-05T10:00

Four different forces combined to create a big sell-off last week, and then a jagged but strong rebound this week. There's of course the spread of the coronavirus, COVID-19. There is the Democratic...

Value Investor's Edge Live #14: International Seaways' Management On The Tanker Markets from 2020-02-27T10:00

J Mintzmyer of Value Investor's Edge Live spoke with Lois Zabrocky and Jeff Pribor, CEO and CFO of International Seaways (INSW), to discuss their views on the tanker markets and IMO 2020. This foll...

The Razor's Edge #8: PagerDuty On Value Alert from 2020-02-20T10:00

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 advantag...

Value Investor's Edge Live #13: Frontline CEO Robert Hvide Macleod On Crude Tanker Markets from 2020-02-13T10:00

On January 14th, Value Investor's Edge Live hosted Robert Hvide Macleod, CEO of Frontline (FRO), to discuss the crude tanker markets and their balance strategy to IMO 2020. Frontline is one of the ...

The Razor's Edge #7: The Uneven Scrutiny Around Facebook from 2020-02-06T10:00

Facebook entering an election year is about as hot-button a topic as there is in the market outside Tesla. Akram's Razor has called it a compelling buy on two previous podcasts this year, and after...

Value Investor's Edge Live #12: Shipping Market Update With VesselsValue (Bonus Episode) from 2020-02-05T12:48

On January 17th, Value Investor's Edge Live spoke with Adrian Economakis, COO of VesselsValue, about the shipping markets and particular asset pricing cycles. Adrian reviewed some of the features o...

Value Investor's Edge Live #11: DHT Holdings' Co-CEOs On The VLCC Markets from 2020-01-30T10:00

In a continuation of the first ever Virtual Investor Forum on Value Investor's Edge, J Mintzmyer hosted Svein Harfjeld and Trygve Munthe, co-CEOs of DHT Holdings (DHT), on January 16th, to discuss ...

The Razor's Edge #6: Pinterest's Different Tack On The Social Media Play from 2020-01-23T10:00

Pinterest has been one of the many 2019 IPOs to underwhelm in public markets to date, but there is an interesting growth story here. Filling a more specific user need, Pinterest could offer a more ...

Value Investor's Edge Live #10: Ardmore Shipping's Management Team On MR Product Markets from 2020-01-16T10:00

As part of the first ever Virtual Investor Forum on Value Investor's Edge, J Mintzmyer spoke with Anthony Gurnee and Paul Tivnan, CEO and CFO of Ardmore Shipping, about the MR product markets and I...

The Razor's Edge #5: Trading In A Surprisingly Choppy 2020 Market from 2020-01-09T10:00

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, mo...

Value Investor's Edge Live #9: Flex LNG's CEO On The State Of The LNG Shipping Market from 2020-01-02T10:00

Oystein Kalleklev, CEO of Flex LNG (FLNG), joined Value Investor's Edge live to discuss the overall LNG shipping markets, US-China potential, and IMO 2020 impacts. We discussed the various types of...

Value Investor's Edge Live #8: Diamond S's Management On The Product Tanker Market from 2019-12-19T10:00

Craig Stevenson, CEO of Diamond S Shipping (DSSI), and Kevin Kilcullen, CFO, joined Value Investor's Edge last Thursday, December 12th, to discuss the product tanker and Suezmax crude shipping mark...

Value Investor's Edge Live #7: Costamare's CFO Greg Zikos On The Containership Market from 2019-12-12T10:00

Greg Zikos, CFO of Costamare (CMRE) joined Value Investor's Edge to discuss the containership markets and specific company prospects and capital allocation priorities. This interview and discussion...

The Razor's Edge #4: Nvidia's Expanding AI Edge from 2019-12-05T10:00

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 ...

Value Investor's Edge Live #6: Teekay LNG Partners' Management On The State Of The LNG Market from 2019-11-26T10:00

Mark Kremin, CEO, and Scott Gayton, CFO, of Teekay LNG Partners (TGP) joined Value Investor's Edge live in New York City to discuss the current LNG markets and TGP's specific prospects. We discusse...

Value Investor's Edge Live #5: Dorian LPG's CFO On The LPG Shipping Industry Outlook from 2019-11-14T10:00

Ted Young, CFO of Dorian LPG (LPG) joined us live this morning (1 November 2019) to discuss the LPG shipping markets and specific company prospects and capital allocation potentials. This interview...

The Razor's Edge #3: Breaking Down The Invitae Short from 2019-11-07T10:00

On this week's The Razor's Edge, we discussed Akram's Razor's recent short case on Invitae (NVTA). If you're following the stock, you're probably aware of the two articles the author of The Razor's...

Value Investor's Edge Live #4: Star Bulk Carriers' President On The Dry Bulk Market from 2019-10-31T10:00

Hamish Norton, President of Star Bulk Carriers (SBLK), along with Simos Spyrou and Christos Begleris, Co-CFOs, and Constantinos Simantiras, Head of Market Research joined Value Investor's Edge Live...

The Razor's Edge #2: Domino's Pizza And The Short Delivery from 2019-10-24T10:00

This week’s The Razor’s Edge looks at Domino’s Pizza (DPZ). You might be aware of the company’s turnaround in the 2010s, reinvigorating their brand and delivering steady and impressive stock market...

Value Investor's Edge Live #3: International Seaways' CEO On IMO 2020 And Capital Allocation from 2019-10-21T10:00

The third public episode of Value Investor's Edge Live is a bonus episode, following on Thursday's discussion with Euronav (EURN) CEO Hugo de Stoop. J Mintzmyer spoke a few days later with peer com...

Value Investor's Edge Live #2: Euronav's CEO On The Recent Saudi Disruption And IMO 2020 from 2019-10-17T10:00

Hugo De Stoop, CEO of Euronav (EURN), and Brian Gallagher, Head of IR, join Value Investor's Edge Live to discuss the crude tanker shipping markets specifically following the major Saudi disruption...

The Razor's Edge #1: The Streaming Video Tide from 2019-10-10T10:00

The streaming video industry is changing by the week. Disney is preparing to make a big splash with Disney+'s launch in November, Apple just announced their entry, and AT&T is trying to supersize H...

Value Investor's Edge Live #1: Robert Bugbee Of Scorpio Tankers On The Company's IMO Positioning from 2019-10-03T10:00

Robert Bugbee, President of both Scorpio Tankers (STNG) and Scorpio Bulkers (SALT) joined Value Investor's Edge Live's inaugural episode on Thursday morning (1 August 2019) along with James Doyle, ...

The Investing Edge Trailer: Talking Scorpio Tankers‘ Opportunity And Netflix‘s Big Challenge from 2019-09-26T19:21

This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor. Our ex...

The Investing Edge Trailer: Talking Scorpio Tankers‘ Opportunity And Netflix‘s Big Challenge from 2019-09-26T19:21

This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor.
Ou...

Introducing "The Investing Edge," A New Show From Seeking Alpha from 2019-09-10T21:54

The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and ind...