Deep Dive

Contrary Research's New Look

By Kyle Harrison

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Updated

June 20, 2024

Reading Time

2 min

We launched Contrary Research back in September 2022. At the time, we knew there was demand for private market insights, but even we didn’t appreciate just how much demand there was.

Contrary Research resonated with founders, investors, operators, journalists, limited partners, and general fans of technology all because private market companies are notoriously difficult to unpack.

Since then we’ve grown Contrary Research to over 50K subscribers and have covered hundreds of companies like Anduril, Ramp, Figma, Stripe, and Rippling.

But as our brand has grown, we’ve continued to pay attention to the needs of our users. What are people trying to accomplish when they come to Contrary Research?

We dug in to better understand the most important aspects of the user experience for consumers of private market research we should build around. As a result, we’re pleased to announce an update to the Contrary Research website!

The new Contrary Research homepage is designed to showcase the latest deep dives and most recent company memos we’ve published, along with a curated collection of content based on industry trends and relevance.

Our goal has always been to become the best starting place to understand any private tech company, that’s why we’ve added a brand new search experience to help you find the information you’re looking for with one click.

We’ve also redesigned the reading experience to optimize for long-form articles like our deep dives on Stripe or Embedded Finance, with features like estimated reading time, a table of contents, and a list of additional resources.

Lastly, we’ve added one of the most asked-for features from the Contrary Research audience: light mode. With this addition, you can easily toggle between the two color schemes of Contrary Research, light and dark, to find your optimal reading experience.

With our revamped site, we’re moving closer to our vision of presenting readers with a true database to centralize curated, trustworthy information and analysis on a wide range of private tech companies and the markets they are impacting.

From curated market views to one central repo for any relevant company insights, we’re pushing the boundaries of what you can find on Contrary Research.

And the new site is just the beginning. Stay tuned throughout the next several months as we continue to expand what’s possible with Contrary Research!

Important Disclosures

This material has been distributed solely for informational and educational purposes only and is not a solicitation or an offer to buy any security or to participate in any trading strategy. All material presented is compiled from sources believed to be reliable, but accuracy, adequacy, or completeness cannot be guaranteed, and Contrary LLC (Contrary LLC, together with its affiliates, “Contrary”) makes no representation as to its accuracy, adequacy, or completeness.

The information herein is based on Contrary beliefs, as well as certain assumptions regarding future events based on information available to Contrary on a formal and informal basis as of the date of this publication. The material may include projections or other forward-looking statements regarding future events, targets or expectations. Past performance of a company is no guarantee of future results. There is no guarantee that any opinions, forecasts, projections, risk assumptions, or commentary discussed herein will be realized. Actual experience may not reflect all of these opinions, forecasts, projections, risk assumptions, or commentary.

Contrary shall have no responsibility for: (i) determining that any opinions, forecasts, projections, risk assumptions, or commentary discussed herein is suitable for any particular reader; (ii) monitoring whether any opinions, forecasts, projections, risk assumptions, or commentary discussed herein continues to be suitable for any reader; or (iii) tailoring any opinions, forecasts, projections, risk assumptions, or commentary discussed herein to any particular reader’s objectives, guidelines, or restrictions. Receipt of this material does not, by itself, imply that Contrary has an advisory agreement, oral or otherwise, with any reader.

Contrary is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940. The registration of Contrary in no way implies a certain level of skill or expertise or that the SEC has endorsed Contrary. Investment decisions for Contrary clients are made by Contrary. Please note that, although Contrary manages assets on behalf of Contrary clients, Contrary clients may take any position (whether positive or negative) with respect to the company described in this material. The information provided in this material does not represent any investment strategy that Contrary manages on behalf of, or recommends to, its clients.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, company or product made reference to directly or indirectly in this material, will be profitable, equal any corresponding indicated performance level(s), or be suitable for your portfolio. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Investors should seek financial advice regarding the appropriateness of investing in any security of the company discussed in this presentation.

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Authors

Kyle Harrison

General Partner @ Contrary

General Partner @ Contrary. Kyle leads Contrary’s investing efforts for companies from seed to scale. He’s previously worked at firms like Index and Coatue investing in companies like Databricks, Snowflake, Snyk, Plaid, Toast, and Persona.

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