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Tech Fund's avatar

Very nice analysis

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Greg's avatar

Great work

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Bryan Rawlinson's avatar

Could you run $UPST through the model? Would be curious to hear how they compare.

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L C's avatar

Great piece. Now curious to replicate this and look at the details myself --

How are you defining the "software companies" universe?

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Voss Capital's avatar

Thanks. We're using Factset's "Packaged Software" classification

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