D'ai of the Triffids: Office Software Triage (Abridged Version)
Michael Burry
· Cassandra Unchained
· May 17, 2026 at 00:41
· ⏱ 1 min read
| Read on Substack ↗
Summary
The author introduces an abridged summary of a comprehensive six-part series analyzing 46 software and payments stocks. The author strongly recommends reading the full, unabridged version for its detailed valuation section and company-specific insights.
•This post serves as the first installment of a six-part series covering 46 software and payments stocks.
•The text is an abridged summary of a much longer (~11,000 words) and more detailed analysis.
•The author advises readers to consult the full version to access complete valuation metrics, visuals, and company bullets that meet their standards.