DBX - March Madness: PagerDuty Just Eat Takeaway And GoPro Or Go Home (Podcast)

• We're running an inside-out game for this week's The Razor's Edge.
• First, we break down the big PagerDuty call and consider what it means that management sounds so confident entering the new fiscal year.
• Then I pitch Just Eat Takeaway and Grubhub as a COVID winner that never got any respect and is in it to win it.
• Akram then makes the GoPro bull pitch based on a shift to subscriptions that is well-timed for the reopening environment.
• We run a man-to-man defense on one another's calls to see where the weak points are and whether there's a real chance of scoring.

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