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Jan 29Liked by Francis (Software Analyst)

Excellent overview and I look forward to your future write up. Thank you for your work @Francis ! You probably have seen my recent update on CrowdStrike gaining market shares vs legacy providers / S / and competing well vs MSFT. I would love to do a follow up on CRWD at some point and would be great to collaborate with you on that writeup. I'll dm you shortly!

https://www.sleepwellinvestments.com/p/crowdstrike-thesis-tracking-massive

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