This week’s the Razor’s Edge takes a March Madness theme, as we break down a bracket of ideas.  We start off with PagerDuty, breaking down their very solid Q4 report and FY 2022 guidance, as well as the swagger management had on the call. Then we each pitch a new idea. Daniel talks up the favorable economics of Just Eat Takeaway (in the process of buying out GrubHub), and Akram pitches GoPro as a growing subscription business positioned perfectly for a reopening tailwind. We quiz each other on the theses and try to boil down what truly matters for each pitch.Topics CoveredJust Eat Takeaway Ready For Pick UpGoPro or Go HomeSome related items to read:Not Boring on the beginning of the end.Marc Barros on GoPro vs. ContourDaniel's Just Eat Takeaway pitchAkram's GoPro pitch