Software Analyst Newsletter | Francis | Substack

The rise of the cybersecurity giant, its future and lessons about software transformations

and

Mar 16

New Top Community

Software Analysis of $CRWD, $DDOG, $SNOW, $S, $GTLB.

Apr 4, 2022

An Encyclopedia of lessons from the best research materials, legends, and personal experiences.

Mar 1, 2022

Company review, decision-making and analysis.

Jan 13, 2022

An exploration into Affirm's differentiation and why they have a right to win the BNPL market.

Nov 21, 2021

Summarized breakdown of the fastest growing content delivery and edge networks.

May 31, 2021

Introduction: The purpose of this article is to provide information to Investors about Palantir's Double-click Demo series that will run throughout…

Apr 14, 2021

Educational series to enable investors navigate turbulent markets

Mar 6, 2021

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