Francis 

Software Investor and Analyst | Mostly Cybersecurity, AI/ML and DevOps | Previously Contrary Capital and Contrary Research | Previously AI/ML product lead.
Software Analyst Newsletter
By Francis
Newsletter focused on simplifying analysis of software companies. Mostly within cybersecurity, data infrastructure, AI/ML and DevOps.
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Business Breakdowns
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Convequity
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Technically
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Trading Engineered
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Adventures in Financial Independence
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Benchmark
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