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 together a bit of recent and longer-term history, a bit of market sentiment analysis, and some opinions on what might still work, to see why a shift has been coming for a while and why there might be more to come.
Topics covered
The Razor's Edge #4: Nvidia's Expanding AI Edge
Value Investor's Edge Live #6: Teekay LNG Partners' Management On The State Of The LNG Market
Value Investor's Edge Live #5: Dorian LPG's CFO On The LPG Shipping Industry Outlook
The Razor's Edge #3: Breaking Down The Invitae Short
Value Investor's Edge Live #4: Star Bulk Carriers' President On The Dry Bulk Market
The Razor's Edge #2: Domino's Pizza And The Short Delivery
Value Investor's Edge Live #3: International Seaways' CEO On IMO 2020 And Capital Allocation
Value Investor's Edge Live #2: Euronav's CEO On The Recent Saudi Disruption And IMO 2020
The Razor's Edge #1: The Streaming Video Tide
Value Investor's Edge Live #1: Robert Bugbee Of Scorpio Tankers On The Company's IMO Positioning
The Investing Edge Trailer: Talking Scorpio Tankers‘ Opportunity And Netflix‘s Big Challenge
Introducing "The Investing Edge," A New Show From Seeking Alpha
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