This episode of Behind the Idea continues the interview I conducted with Akram's Razor, author of The Razor's Edge and longtime tech investor and Seeking Alpha author. We have the show notes below, and you can check out part one for background. Part one drilled in more to the PagerDuty (PD) short thesis, including why Atlassian (TEAM) has put a target on its smaller competitor, and what the limits are to PagerDuty's model and strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of Behind the Idea continues the interview I conducted with Akram's Razor, author of The Razor's Edge and longtime tech investor and Seeking Alpha author. We have the show notes below, and you can check out part one for background. Part one drilled in more to the PagerDuty (PD) short thesis, including why Atlassian (TEAM) has put a target on its smaller competitor, and what the limits are to PagerDuty's model and strategy.Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of Behind the Idea continues the interview I conducted with Akram's Razor, author of The Razor's Edge and longtime tech investor and Seeking Alpha author. We have the show notes below, and you can check out part one for background. Part one drilled in more to the PagerDuty (PD) short thesis, including why Atlassian (TEAM) has put a target on its smaller competitor, and what the limits are to PagerDuty's model and strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Behind The Idea #78: SaaS on SaaS With Akram's Razor, Pt. 2

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.

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Behind The Idea #78: SaaS on SaaS With Akram's Razor, Pt. 2

Behind The Idea #78: SaaS on SaaS With Akram's Razor, Pt. 2

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