- 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.
For further details see:
March Madness: PagerDuty, Just Eat Takeaway, And GoPro Or Go Home (Podcast)