Ranked #1
The Razor's Edge #5: Trading In A Surprisingly Choppy 2020 Market
The Razor's Edge #5: Trading In A Surprisingly Choppy 2020 Market
The market has seemed to be on an up and to the right path, but underneath there's been a surprising amount of churn. La... Read more
9 Jan 2020
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1hr 16mins
Ranked #2
The Razor's Edge #4: Nvidia's Expanding AI Edge
The Razor's Edge #4: Nvidia's Expanding AI Edge
Akram's Razor was a notable bear on Nvidia in 2018 before closing a short position. Recently, he switched from the sidel... Read more
5 Dec 2019
•
1hr 41mins
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Value Investor's Edge Live #13: Frontline CEO Robert Hvide Macleod On Crude Tanker Markets
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Value Investor's Edge Live #8: Diamond S's Management On The Product Tanker Market
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Value Investor's Edge Live #6: Teekay LNG Partners' Management On The State Of The LNG Market
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Mark Kremin, CEO, and Scott Gayton, CFO, of Teekay LNG Partners (TGP) joined Value Investor's Edge live in New York City... Read more
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Value Investor's Edge Live #9: Flex LNG's CEO On The State Of The LNG Shipping Market
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The Razor's Edge #8: PagerDuty On Value Alert
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PagerDuty was a screaming short last summer, an example of SaaS's over-competitive landscape and trading at a high valua... Read more
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Value Investor's Edge Live #7: Costamare's CFO Greg Zikos On The Containership Market
Value Investor's Edge Live #7: Costamare's CFO Greg Zikos On The Containership Market
Greg Zikos, CFO of Costamare (CMRE) joined Value Investor's Edge to discuss the containership markets and specific compa... Read more
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Value Investor's Edge Live #11: DHT Holdings' Co-CEOs On The VLCC Markets
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In a continuation of the first ever Virtual Investor Forum on Value Investor's Edge, J Mintzmyer hosted Svein Harfjeld a... Read more
30 Jan 2020
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Value Investor's Edge Live #14: International Seaways' Management On The Tanker Markets
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J Mintzmyer of Value Investor's Edge Live spoke with Lois Zabrocky and Jeff Pribor, CEO and CFO of International Seaways... Read more
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The Razor's Edge #7: The Uneven Scrutiny Around Facebook
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Facebook entering an election year is about as hot-button a topic as there is in the market outside Tesla. Akram's Razor... Read more
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The Razor's Edge #11: Tech As A Safe Haven, But For How Long?
The Razor's Edge #11: Tech As A Safe Haven, But For How Long?
As the coronavirus bear market continues to roil investors, we talk about what effect its had on the tech sector in gene... Read more
23 Mar 2020
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The Razor's Edge #9: Correction City
The Razor's Edge #9: Correction City
Four different forces combined to create a big sell-off last week, and then a jagged but strong rebound this week. There... Read more
5 Mar 2020
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1hr 43mins
